Client Onboarding Specialist

AI Acquisition

1d • Remote

About The Position

The Client Onboarding Specialist is responsible for managing the initial 30-60-90 days of the customer journey, from kickoff through activation, early milestones, and the first renewal signal. This is an execution-focused role within an existing onboarding organization, requiring adherence to and improvement of established playbooks. The role is ideal for individuals with a sales background looking to transition into a delivery and relationship-focused position. The company, AI Acquisition, is a profitable, bootstrapped business with over 200 team members, specializing in launching and scaling information and software products. This position is within the onboarding team for a fast-growing product line, with the primary goal of ensuring customer completion, renewal, and referrals.

Requirements

• 2–4 years in a client-facing Sales or SDR role
• Experience working directly with US or UK customers, comfortable with their communication styles and expectations
• Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)
• Polished, professional communicator with native or near-native written and verbal English skills
• Commercial understanding of customer value propositions
• Empathetic communication style
• Detail-oriented and reliable
• Desire to move from a Sales-heavy role into a relationship and outcome-focused role

Nice To Haves

• Background in online education, SaaS, coaching, agency, or info-product environments

Responsibilities

• Own the customer journey from "paid" to "completing and renewing"
• Run structured kickoff calls and keep customers moving through milestones
• Spot early churn signals and execute saves before they escalate
• Bridge what Sales promised to what delivery can actually deliver
• Work within playbooks and flag what needs improving
• Manage a small number of concurrent accounts with consistency and care
• Communicate proactively to ensure customers are informed about next steps

Benefits

• Independent Contractor Agreement
• Competitive Base salary, geography-adjusted
• Fully remote, async-first with US and UK overlap
• Direct line to senior onboarding leadership
• Growth track into broader CS or ops scope as the product line scales

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed