Onboarding Specialist

Job Opening: Onboarding Specialist
Location: South Africa (Remote)
Hours: Monday to Friday (9-5 EST)
Pay: Monthly Salary

Overview:
We are seeking a proactive and organized Onboarding Specialist to guide new clients through a smooth and effective onboarding process. The ideal candidate has experience in onboarding, training, customer service, or other client-facing roles and is confident facilitating virtual walkthroughs, managing schedules, and supporting clients with new software.

Key Responsibilities:

• Lead all onboarding calls once platform configuration is complete.
• Conduct initial system walk-throughs and follow-up training sessions covering schedules, workflows, and key features.
• Monitor client activity to ensure adoption, understanding, and correct usage.
• Host app rollout sessions and assist staff with mobile app setup and activation.
• Conduct a 1-week follow-up check-in to provide additional support and reinforce adoption.
• Maintain detailed notes, track client progress, and ensure all onboarding milestones are completed.
• Transition the account to the Client Success team once onboarding objectives are successfully met.
• Communicate clearly and consistently with clients and internal teams throughout the onboarding process.

Requirements & Skills:

• Experience in onboarding, training, customer service, or client-facing support roles.
• Ability to conduct virtual training sessions, product demos, and platform walkthroughs.
• Strong schedule management and administrative coordination skills.
• Highly organized and detail-oriented; able to track data, tasks, and deadlines accurately.
• Clear and professional communicator who can explain processes simply.
• Patient, supportive, and client-centered, capable of assisting clients at all learning levels.
• Proactive problem-solver who follows up and addresses challenges early.
• Comfortable using technology and teaching software tools to clients.
• Strong team player with a positive, solution-oriented attitude.