
Onboarding Experience Specialist
21 hours ago
Athena is seeking a Client Onboarding Specialist to join their team. As a key member of the organization, you will play a crucial role in onboarding new clients and ensuring their successful integration into the company's services.
The ideal candidate will have 3+ years of experience in client-facing roles, preferably in onboarding, customer success, or a related field. Strong interpersonal skills, critical thinking, and attention to detail are essential for this position.
You will be responsible for conducting intake calls with new clients, setting clear expectations, and collaborating cross-functionally to ensure a smooth onboarding process. Additionally, you will maintain accurate records of client communication and insights, and continuously look for ways to improve onboarding efficiency and long-term retention outcomes.
This is an excellent opportunity for a motivated and organized individual who is passionate about delivering exceptional client experiences. If you are a results-driven professional with a client-centric mindset, we encourage you to apply for this exciting role.
Key Responsibilities:- Conduct 1:1 intake calls with new clients to gather information about their goals, work habits, and delegation style
- Set clear, realistic expectations for how the partnership works and what commitments must be made
- Diagnose client fit for the company's services and complete post-call scorecards to assess alignment and make recommendations for next steps
- Maintain accurate, detailed records of client communication and insights
- Continuously look for ways to improve onboarding efficiency and long-term retention outcomes
- 3+ years of client-facing experience in onboarding, customer success, or a related field
- Strong interpersonal skills, critical thinking, and attention to detail
- Bonus if you have worked in a marketplace or human services model that prioritized client fit, retention, and/or behavioral coaching
- Mission-driven work with real human impact
- A collaborative, high-performing team culture
- Opportunities for growth in a fast-scaling organization
- Remote-first flexibility with purpose-driven work
- Mid-Senior level
- Full-time
- Finance and Sales
- Business Consulting and Services
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