Client Onboarding & Support Specialist

Bill Good Marketing•South Jordan, UT

About The Position

Bill Good Marketing, a company with 45 years of experience helping financial advisors, has developed Altitude, an AI-native CRM. This role is for an individual who wants to be part of a fast-paced, impactful team where their work is visible and directly affects clients. The Client Onboarding & Support Specialist will be a key point of contact for new and existing clients, guiding them through the use of the Altitude CRM, ensuring a smooth transition, and providing ongoing support. This is not a typical corporate job; it offers the opportunity to work closely with leadership and contribute significantly to client success and company growth.

Requirements

Comfortable learning new software quickly.
Strong written and verbal communication skills.
Able to explain technical concepts in plain language to non-technical users.
Patient and composed when clients are frustrated or under pressure.
Detail-oriented enough to spot problems in messy data.
Proactive communicator who doesn't let things fester.
Able to manage multiple priorities in a fast-moving environment.
Composed under pressure.
Analytically curious.
Genuinely empathetic.
Comfortable with ambiguity.
Proactive.
Situationally aware.

Nice To Haves

Prior CRM experience.
Financial services background.

Responsibilities

Guide new clients through the best ways to use the Altitude CRM software.
Represent the company expertly, professionally, and with care.
Coach new clients through onboarding and migration from other CRMs, including data preparation, field relevance, cleanup, restructuring, and managing the migration flow.
Coordinate with the engineering team for technical execution of data migration.
Handle incoming client questions and provide software support.
Run live training sessions and walk clients through product features.
Maintain the knowledge base.
Help build tutorials and product walkthroughs.
Assist with uploading content to the library and managing user licenses.
Run onboarding sessions with new client firms, walking them through the product and setting expectations for their migration.
Coach clients through data preparation: what to clean, what to restructure, what needs to happen in their current CRM before export.
Manage the flow of active migrations: tracking status, coordinating with the engineering team, keeping clients informed.
Deliver training sessions with a consistent, patient, professional tone regardless of client technical level.
Navigate live product issues in front of clients with composure while coordinating internal resolution.
Handle inbound support questions from existing clients.
Maintain and expand the Altitude knowledge base.
Create and update tutorials and product walkthroughs.
Upload content to the content library, managing user licenses on the backend.
Perform general customer service work as needed.

Benefits

$50,000 to $55,000 base salary depending on experience, with room to grow.
Stock options in Altitude.
Health, dental, and vision benefits.
A real seat at the table; work will be seen by leadership and will directly shape the client experience.
Training and growth opportunities.

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