Client Onboarding Specialist

Client Onboarding Specialist

We're looking for an organized, personable, and detail-oriented Client Onboarding Specialist to guide new clients through the onboarding process and prepare them for their first podcast recording. You'll lead welcome and onboarding calls, help clients complete technical setup, collect essential information, and ensure every client has a smooth transition into the recording process. This role is ideal for someone who enjoys working directly with clients, managing multiple onboarding steps, and making technical processes easy to understand.

Client Onboarding & Communication

• Conduct welcome calls to review equipment requirements and coordinate technical setup.
• Lead onboarding calls to collect client information, establish podcast details, and explain processes and expectations.
• Guide clients through the onboarding journey and answer questions clearly and professionally.
• Assist clients with social media setup and account connections.

Technical Setup & Recording Readiness

• Coordinate technical checks to confirm clients have the necessary equipment and setup.
• Help clients troubleshoot basic technical issues and prepare for their first recording.
• Ensure all required onboarding steps are completed before the recording date.

Progress Tracking & Administrative Support

• Track onboarding progress, follow up on outstanding information, and keep clients on schedule.
• Maintain accurate client records and update onboarding documentation.
• Coordinate a smooth handoff to the Client Success team once onboarding is complete.
• Support additional onboarding tasks, client communications, and related administrative needs as required.

Required Experience & Skills

• Previous experience in customer service, client onboarding, or another client-facing role.
• Excellent verbal and written communication skills.
• Strong organizational skills, attention to detail, and time management.
• Confidence leading video calls and guiding clients through technical processes.
• Ability to manage multiple clients and follow up consistently on outstanding tasks.
• Comfortable using remote workflow monitoring software.
• Reliable computer with at least 8GB RAM and a high-speed internet connection, which can be checked at Speedtest.net.
• External webcam, quality headset or microphone, and a professional workspace.
• Willingness to complete additional assessments as assigned.

Nice-to-Have Experience

• Marketing or social media experience.
• Podcasting, media production, or broadcasting experience.
• Experience working with attorneys or other professional service clients.

Perfect Fit / Culture

You'll thrive in this role if you are proactive, personable and highly organized. You should enjoy helping clients feel comfortable, explaining processes step by step, and ensuring nothing falls through the cracks. A strong sense of ownership and a client-first approach are essential.

Typical Day

• Lead welcome and onboarding calls with new clients.
• Review equipment needs and coordinate technical checks.
• Help clients complete social media and account setup.
• Track onboarding tasks and follow up on missing information.
• Update client records and prepare clients for their first recording.
• Coordinate completed onboarding details with the Client Success team.

Perks & Additional Information

• Optional accent training for one hour, twice a week.
• Optional BetterHelp access after 90 days, including telehealth for U.S.-based contractors.

Interview Process

1. AI Screening
2. Client Interview
3. Offer Stage