Client Onboarding Specialist, AI Tools

🕒 June 2

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

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The Hello Team

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2021

🤝 B2B

🎯 Recruiter

B2B • Recruitment

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

📋 Description

• Conduct onboarding meetings with new clients via Zoom • Guide clients through the intake process and onboarding forms • Gather client requirements and communicate key information to the internal team • Explain AI solutions, processes, and expectations in a clear, client-friendly manner • Serve as the primary point of contact during the onboarding process • Ensure clients feel supported, informed, and confident throughout their onboarding experience • Maintain accurate client records and onboarding information within CRM and internal systems • Coordinate with internal teams to ensure a smooth onboarding process • Follow up with clients to gather required information and keep onboarding on track • Assist with customer support inquiries and ongoing client communication as needed • Learn and maintain a basic understanding of the company's AI solutions and services • Perform other duties related to the position as assigned

🎯 Requirements

• Proficient level of English (written and spoken) • Excellent interpersonal and communication skills • Minimum 1 year of experience in intake, onboarding, customer service, or a client-facing role • Ability to conduct professional Zoom meetings independently • Tech-savvy with the ability to explain technology-related concepts to clients • Comfortable discussing AI tools and technology • Highly organized, dependable, and professional • Experience with or knowledge of AI tools and technologies is highly preferred • Ability to manage multiple tasks in a fast-paced environment • Ability to quickly learn new systems, software, and workflows • Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (spreadsheets, document management) • Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach • Positive attitude and the ability to learn and adapt quickly • Ability to understand and follow established processes accurately with minimal supervision • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs • Interested in long-term career opportunities • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet

🏖️ Benefits

• 100% remote work • Full-time position with 40 hours weekly • Long-term opportunity • Great work environment with potential for growth