
Executive Onboarding Specialist
2 days ago
Secure a role as a Client Onboarding Associate and thrive in a dynamic, remote-first environment.
Join a team dedicated to empowering high-performing individuals through world-class executive support. Our model prioritizes long-term growth, deep partnerships, and meaningful outcomes.
As a key member of our organization, you will play a vital role in driving success by:
- Conducting comprehensive intake calls with new clients to understand their goals and needs
- Setting clear expectations for partnership success and ensuring timely updates across systems
- Collaborating cross-functionally to facilitate smooth transitions and drive efficiency
- Maintaining accurate records of client communication and insights
- Continuously identifying opportunities to improve onboarding processes and retention outcomes
You will bring to this role:
- 3+ years of client-facing experience in onboarding, customer success, or a related field requiring critical judgment and direct interaction with executive-level stakeholders
- Bonus if you have worked in a marketplace or human services model prioritizing 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 environments with rapid growth
- A client-first mindset grounded in long-term outcomes, not quick wins
Why You'll Thrive Here:
- 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
Key Highlights:
- Mid-Senior level position
- Full-time employment type
- Finance and Sales job function
- Business Consulting and Services industry
We're committed to creating a positive and inclusive work environment that fosters growth and development. If you're passionate about making a difference and driven by a client-centric approach, we encourage you to apply.
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