Client Onboarding Specialist - WFH

Key Responsibilities Client Communication and Relationship Management - Serve as the primary point of contact for new clients throughout the onboarding process. - Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations. - Provide regular progress updates and promptly address client questions or concerns. - Explain onboarding requirements, client responsibilities, and the support process after launch. Onboarding Planning and Coordination - Review sales handover documentation to understand agreed services, commitments, and client requirements. - Develop and maintain onboarding plans, checklists, timelines, and milestone trackers. - Coordinate with Sales, Operations, Account Management, IT, Finance, and other relevant teams to complete onboarding activities. - Track dependencies and outstanding requirements, following up with stakeholders to prevent delays. - Identify onboarding risks and escalate issues that may affect timelines, service readiness, or the client experience. Documentation and Service Readiness - Collect and validate client information, required documents, workflow details, and access requirements. - Maintain accurate client records and onboarding status updates in CRM and project management systems. - Coordinate account setup, system access, configuration, and other implementation requirements with the appropriate teams. - Confirm that required approvals, documentation, and readiness checks are completed before service launch. - Prepare handover documentation covering client requirements, agreed workflows, key contacts, and unresolved items. Client Training and Handover - Organize onboarding sessions, process walkthroughs, and training on relevant systems or services. - Provide clients with guides, reference materials, and clear instructions for accessing ongoing support. - Coordinate the transition to the assigned account manager or service delivery team. - Follow up after launch to confirm that initial concerns are addressed and the handover is complete. Reporting and Process Improvement - Maintain visibility into active onboarding projects, milestones, delays, and escalations. - Gather client feedback to identify opportunities to improve the onboarding experience. - Update onboarding templates, checklists, and standard operating procedures. - Recommend improvements that reduce rework, shorten onboarding timelines, and strengthen coordination. Originally posted on Himalayas