Client Onboarding Specialist - WFH
Remote Worldwide Full-time Mid-level Customer Success
At a glance
Mid-level Customer Success role at Neolytix. Remote · full-time.
Pay not stated
RoleCustomer Success
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedOct 9, 2026 · today
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Lead client kickoff conversations to align on goals, agreed services, contacts, timing and expectations
- Turn sales handover details into onboarding plans, then chase dependencies across teams to avoid delays
- Check client details, documents and access needs, coordinating setup and readiness checks before launch
- Train clients on relevant systems or services, then pass workflows and open items to their next team
- Monitor milestones and escalations, gather client feedback, and revise onboarding guides and procedures
What you bring
- You can explain onboarding steps, client responsibilities and how to get support after launch
- You can keep client records and project status current in CRM and project management systems
Who this fits
This full-time remote role suits someone who can guide clients through onboarding while coordinating work across internal teams. You’ll also follow up after launch to check concerns and complete the handover.
From the employer
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.
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