Client Onboarding Specialist

Bellwether Technology•New Orleans, LA

8d•Hybrid

About The Position

Bellwether Technology is seeking a Client Onboarding Specialist to play a critical technical role in bringing new clients into the Bellwether support ecosystem. This position is responsible for learning each client’s environment in depth, documenting their networks, systems, tools, and processes, and ensuring everything needed for long-term support is properly built, validated, and handed off to the Service Desk. This role is ideal for a technically curious, detail-oriented professional who enjoys understanding how environments work and setting teams up for success.

Requirements

Strong organizational skills with the ability to manage multiple onboarding efforts at once
Ability to learn new environments quickly and work comfortably with incomplete or evolving information
High attention to detail and a commitment to documentation quality
Strong written and verbal communication skills
Comfort working directly with clients and internal technical teams
Ability to prioritize tasks and follow projects through to completion
Working knowledge of Microsoft operating systems including Windows 10 and Windows Server 2016, 2019, and 2022
Familiarity with Microsoft 365 and Azure environments
Basic to intermediate understanding of networking concepts including firewalls, routers, switches, VPNs, VLANs, and LAN/WAN connectivity
Familiarity with VMware or similar virtualization platforms
Understanding of common MSP tools such as RMM, PSA, endpoint security, backup, and monitoring platforms

Nice To Haves

Experience working in an MSP or technical services environment preferred
CompTIA A+, Network+, Security+, or similar certifications preferred but not required

Responsibilities

Learn and document new client IT environments in detail, including networks, servers, cloud services, endpoints, security tools, vendors, and integrations
Perform technical discovery of client environments to understand how systems are designed, accessed, and supported
Document network diagrams, system inventories, credentials, access methods, backup strategies, and support processes in a clear and standardized format
Ensure all tools, monitoring, security controls, and access are properly configured so the Service Desk can support the client effectively
Visit client sites as needed to perform hands-on discovery, validate documentation, and build rapport with key stakeholders
Translate complex technical environments into practical documentation that enables smooth day-to-day support
Coordinate onboarding tasks and timelines with internal teams to ensure nothing is missed
Partner with the Service Desk, Technical Advisor, and Account Executive to ensure clean, confident handoffs after onboarding
Identify gaps, risks, or inconsistencies in client environments and escalate appropriately
Continuously improve onboarding standards, documentation quality, and internal processes