Client Onboarding Coordinator

About the Role

Key Responsibilities

• Coordinate new client onboarding activities
• Guide clients through account setup processes
• Maintain onboarding records and documentation
• Schedule onboarding meetings and training sessions
• Track onboarding progress and milestones
• Respond to client questions and support requests
• Collaborate with internal teams to resolve onboarding issues
• Ensure accurate client information across systems
• Prepare onboarding reports and status updates
• Support client retention and satisfaction initiatives
• Maintain confidentiality of client information
• Help improve onboarding processes and workflows

Requirements

• High school diploma or equivalent required
• Associate’s or Bachelor’s degree preferred
• 0–2 years of experience in customer service, administration, operations, or support roles
• Strong organizational and communication skills
• Excellent attention to detail
• Ability to manage multiple priorities effectively
• Basic computer skills (Microsoft Office, Google Workspace)
• Comfortable working independently in a remote environment
• Professional, dependable, and client-focused mindset

Benefits & Perks

• Fully remote work flexibility within the United States
• Competitive entry-level compensation
• Medical, dental, and vision coverage options
• Paid time off, holidays, and sick leave
• 401(k) retirement plan options
• Paid training and onboarding
• Career growth into Client Success Manager, Account Coordinator, Customer Success Specialist, or Operations Manager roles
• Performance-based bonuses and advancement opportunities
• Supportive and collaborative team environment
• Professional development opportunities