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Client Onboarding Specialist

Client Onboarding Specialist

VirtualVocationsDes Moines, Iowa, United States
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A company is looking for a Client Onboarding Specialist to ensure a seamless and successful start for new clients.

Key Responsibilities

Understand clients' business goals and tailor the onboarding experience accordingly

Guide clients through the onboarding process and serve as the primary point of contact

Document onboarding progress and communicate project timelines and deliverables

Required Qualifications

2-4 years of experience in client onboarding, account management, or project management

Proven ability to manage multiple projects and timelines simultaneously

Experience working cross-functionally with internal teams

Familiarity with CRM or project management tools (e.g., HubSpot, Salesforce, Asana)

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Onboarding Specialist • Des Moines, Iowa, United States

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