Client Onboarding Coordinator

Recall MastersLaguna Hills, CA
8d$80,000 - $100,000Onsite

About The Position

At Recall Masters, the client experience starts long before go-live, and this role sits at the center of it. We are looking for a polished, proactive, client-facing professional to lead onboarding communication for new customers and ensure every implementation feels organized, high-touch, and confidence-inspiring. As our Client Onboarding Coordinator, you will become the trusted guide for clients during one of the most important phases of their journey with us, building momentum, aligning stakeholders, and helping turn a signed customer into a successful long-term partner. This is not an administrative handoff role. It is a strategic, relationship-driven position for someone who knows how to manage details, drive follow-through, and keep clients informed and engaged. You will serve as the bridge between internal teams, client stakeholders, technical contacts, and ongoing account management, helping ensure a smooth onboarding experience from kickoff to launch.

Requirements

  • You have worked in a client-facing role for 3 or more years
  • You are an exceptional communicator who knows how to build trust, create clarity, and keep people aligned
  • You are highly organized and detail-oriented, with the ability to manage multiple clients and moving parts at once
  • You are proactive by nature and do not wait for things to fall behind before taking action
  • You are comfortable working with both business stakeholders and technical contacts
  • You bring follow-through, ownership, and calm professionalism to every stage of a project
  • You thrive in a fast-moving environment where client experience and execution both matter
  • You enjoy being at the center of coordination and know how to create momentum across teams

Nice To Haves

  • Experience in onboarding, client success, implementation, account coordination, SaaS, dealership operations, or DMS-related environments is strongly valued

Responsibilities

  • Serve as the primary point of contact for clients throughout the onboarding process
  • Build strong client relationships from day one and create a professional, high-confidence onboarding experience
  • Identify, engage, and coordinate with the client’s DMS contact, administrator, or other technical point of contact needed to support implementation
  • Keep onboarding projects moving by communicating milestones, gathering required information, and ensuring timely follow-up on open items
  • Provide clients with clear, proactive updates on what has been completed, what is in progress, and what comes next
  • Partner cross-functionally with internal teams to ensure onboarding stays aligned, organized, and on schedule
  • Help manage go-live readiness and create a seamless transition from implementation to ongoing account support
  • Officially hand off live clients to the Performance Manager with strong continuity and a complete understanding of account status and next steps
  • Elevate the overall client experience by bringing consistency, accountability, and professionalism to every interaction

Benefits

  • Medical benefits, plus dental and vision coverage
  • Paid time off and family leave
  • Paid holidays
  • Free snacks
  • Dog-friendly work environment
  • A collaborative, growth-oriented team environment where your work has a visible impact
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