Remote Customer Onboarding Specialist

Step Into a Role That Makes a Difference

Take the reins of your professional journey in a fully remote, fast-paced environment that values impact, clarity, and connection. We’re actively seeking a dynamic Customer Onboarding Specialist who can craft smooth onboarding experiences, build lasting client relationships, and help shape how new users connect with our platform. If you thrive in virtual collaboration, care deeply about client outcomes, and enjoy building onboarding programs that spark success, this could be your moment.

Position Overview

In this remote role, you’ll be the friendly face that guides clients through their initial experience. From kickoff calls to tool walkthroughs, your focus will be to deliver tailored onboarding strategies that ensure customer satisfaction and early value realization. This position suits individuals who are excellent communicators, meticulous by nature, with a strong drive to support an expanding customer engagement team.

Annual Salary: $55,000

What You’ll Be Doing

• Lead new customers through the onboarding process with energy and clarity
• Customize onboarding flows to meet individual client needs and timelines
• Facilitate virtual training sessions and hands-on platform introductions
• Check in regularly to ensure key milestones are met and provide guidance
• Collect client feedback and refine onboarding assets for continuous improvement
• Collaborate across teams—sales, support, and product—to create a seamless transition
• Ensure accurate tracking of onboarding status within the CRM
• Elevate the overall experience by aligning onboarding with client goals

How You’ll Drive Impact

Your role is instrumental in creating a strong first impression and achieving early wins. The onboarding phase is a key opportunity to demonstrate our value, reduce time-to-success, and build customer trust. You’ll help create confident users, which directly contributes to stronger engagement, reduced churn, and a more loyal customer base.

Work Environment Snapshot

This role is remote by design. Whether you’re dialing in from your kitchen or coworking in a creative hub, you’ll find the flexibility to shape your day while staying deeply connected to your team. Here's what makes our environment stand out:

• A people-first culture rooted in transparency
• Thoughtful collaboration tools that enhance productivity
• Recognition for creativity and initiative
• Emphasis on autonomy, backed by strong support
• Regular virtual check-ins and social events

Tools You’ll Get to Use

• CRM Systems (like HubSpot or Salesforce) for client record tracking
• Communication Platforms (Zoom, Slack, Loom) to keep clients engaged
• Task Managers (Asana, Trello, Notion) to streamline onboarding workflows
• Analytics Dashboards for progress tracking and performance optimization

We welcome quick learners and will provide hands-on support as you get comfortable with our tech stack.

What We’re Looking For

• Experience in onboarding, customer service, or account management
• A talent for guiding new users and explaining concepts clearly
• Ability to design thoughtful and repeatable onboarding frameworks
• Excellent interpersonal and written communication skills
• Organized and able to manage parallel workflows with ease
• Creative thinker with a customer-centric mindset
• Familiarity with digital tools and eagerness to learn new platforms
• Strong sense of accountability and follow-through

What You'll Enjoy

Join us and enjoy a robust range of benefits that go beyond the basics:

• Fully remote schedule designed around flexibility
• Annual wellness allowance for physical and mental health
• Learning and development fund for professional growth
• Generous paid time off with dedicated rest days
• Technology stipend for setting up your ideal workspace
• Supportive and inclusive team environment that celebrates individuality

Your Journey Doesn’t End Here

This isn’t just a job—it’s the beginning of a long-term path. You’ll be positioned to grow into advanced roles like Customer Enablement Lead, Lifecycle Manager, or Client Experience Strategist. We invest in your development because we believe your success is ours too.

Why This Role Stands Out

If you're motivated by helping others succeed, enjoy building structure, and take pride in smooth handoffs and glowing client feedback, this position was made for you. You’ll act as the cornerstone of the client’s journey and help set the tone for the entire partnership.

Ready to Get Started?

Let’s create something exceptional together. If you’re excited about being a strategic part of a growing team, ready to influence the customer experience from day one, and passionate about making every interaction count, this is your chance.

Your next big opportunity awaits—apply now!