Client Onboarding Specialist, AI Tools
Job Description:
- Conduct onboarding meetings with new clients via Zoom
- Guide clients through the intake process and onboarding forms
- Gather client requirements and communicate key information to the internal team
- Explain AI solutions, processes, and expectations in a clear, client-friendly manner
- Serve as the primary point of contact during the onboarding process
- Ensure clients feel supported, informed, and confident throughout their onboarding experience
- Maintain accurate client records and onboarding information within CRM and internal systems
- Coordinate with internal teams to ensure a smooth onboarding process
- Follow up with clients to gather required information and keep onboarding on track
- Assist with customer support inquiries and ongoing client communication as needed
- Learn and maintain a basic understanding of the company's AI solutions and services
- Perform other duties related to the position as assigned
Requirements:
- Proficient level of English (written and spoken)
- Excellent interpersonal and communication skills
- Minimum 1 year of experience in intake, onboarding, customer service, or a client-facing role
- Ability to conduct professional Zoom meetings independently
- Tech-savvy with the ability to explain technology-related concepts to clients
- Comfortable discussing AI tools and technology
- Highly organized, dependable, and professional
- Experience with or knowledge of AI tools and technologies is highly preferred
- Ability to manage multiple tasks in a fast-paced environment
- Ability to quickly learn new systems, software, and workflows
- Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (spreadsheets, document management)
- Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach
- Positive attitude and the ability to learn and adapt quickly
- Ability to understand and follow established processes accurately with minimal supervision
- Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs
- Interested in long-term career opportunities
- Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet
Benefits:
- 100% remote work
- Full-time position with 40 hours weekly
- Long-term opportunity
- Great work environment with potential for growth