Description of your Client Onboarding Specialist
Advanced college degree
Minimum 4 years experience in the field
Average retention of 3.8 years
Onboarding Coordination
Manages timelines, tasks, and resources for each new client.
Client Communication
Acts as the primary point of contact during the onboarding process.
Documentation Support
Prepares training materials, setup guides, and process documents.
System Setup Assistance
Coordinates technical setup and ensures client requirements are captured.
Training Support
Assists in scheduling and facilitating training sessions.
