
Business Onboarding Specialist
2 weeks ago
- Conduct 1:1 intake calls with new clients to gather a deeper understanding of who they are and how they work, their goals for using Athena and their baseline level of delegation skills
- Set clear, realistic expectations for how an Athena partnership works and what commitments must be made to set both parties (client and EA) up for success
- Diagnose client fit for Athena services and complete post-call scorecards to assess alignment and make recommendations for next steps
- Collaborate cross-functionally to ensure a smooth and expedient transition between each stage of the client onboarding journey
- Maintain accurate, detailed records of client communication and insights in internal tools and ensure timely updates across systems
- 3+ years of client-facing experience in onboarding, customer success, or a related field that required critical judgment and direct interaction with executive-level stakeholders
- Bonus if you have worked in a marketplace or human services model that prioritized client fit, retention, and/or behavioral coaching
- Strong interpersonal skills with the ability to build rapport quickly and guide clients through nuanced conversations about their goals, work habits, and delegation style
- A critical thinker who can make thoughtful real-time recommendations and translate qualitative inputs into clear assessments and next steps
- High attention to detail and process discipline, able to track key insights across tools and systems with accuracy
- Comfort navigating dynamic, remote-first environments with rapid growth
- 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
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