Client Onboarding Specialist Needed

Posted 5 days ago

Worldwide

Summary

We're looking for an organized, friendly, and proactive Client Onboarding Specialist to guide new customers through our onboarding process and ensure they have an exceptional experience from day one. Responsibilities Welcome new customers and schedule onboarding calls Lead Zoom or Google Meet onboarding sessions Collect required information, logos, and artwork Coordinate with internal teams to keep projects moving Follow up on missing information and customer questions Track onboarding progress in the CRM Ensure customers are ready for a successful launch Requirements Excellent spoken and written English Strong customer service and communication skills Comfortable leading video meetings Highly organized and detail-oriented Experience with CRM software Ability to manage multiple clients at once Preferred Customer Success or Client Onboarding experience Project management experience

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
English
Customer Service
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:5 days ago
  • Interviewing:
    2
  • Invites sent:
    4
  • Unanswered invites:
    2
About the client
Member since Jul 15, 2018
  • United States
    San Francisco9:31 AM
  • $70K total spent
    25 hires, 10 active
  • 9,663 hours
  • Retail & Consumer Goods
    Individual client

Explore similar jobs on Upwork

Data Entry
Content Writing
Microsoft Excel
Writing
Amazon Web Services
Amazon S3
Customer Service
Email Communication
Third-Party Logistics

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo