AI-Driven Client Onboarding Specialist

Swooped; United States; On-site; USD 41,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid holidays

Paid vacation

Sick days

Floating holidays

AD&D Insurance

Short-term Disability

Long-term Disability

Paid family leave

Employee assistance program

Self-care stipend

FSA/HSA options

Commuter benefits

Job summary

Swooped is seeking a Client Onboarding Specialist to support new and existing clients in onboarding, understanding, and using its property access and operations products. This client-facing role blends clear communication, strong organization, and technical aptitude to create a smooth onboarding experience.

You will coordinate onboarding activities, deliver training, support setup and integrations, and collaborate with internal teams.

Qualifications

• 2+ years in client onboarding or similar client-facing role in tech/SaaS.
• Experience using Zendesk or similar ticketing platform.
• Strong written and verbal communication with non-technical audiences.
• Excellent organization and ability to manage multiple requests.
• Proactive, ownership-oriented approach with reliable follow-through.
• Ability to learn new products and integrations quickly.
• Authorized to work in the US.

Responsibilities

• Guide clients through onboarding with clear steps and expectations via email, phone, and video.
• Onboard multiple projects simultaneously with clear communication and timely follow-through.
• Provide initial and refresher training on products and tools.
• Support product setup, integrations, troubleshooting, and onboarding challenges.
• Maintain accurate records, tickets, and onboarding documentation.
• Collaborate with Client Success, Technical Support, Implementation and other teams.

Skills

Client onboarding

Communication

Organization

Technical aptitude

Learning new products

AI tools familiarity

Tools

Zendesk

Job description

Swooped is seeking a Client Onboarding Specialist to support new and existing clients in onboarding, understanding, and using its property access and operations products. This client-facing role blends clear communication, strong organization, and technical aptitude to create a smooth onboarding experience.

You will coordinate onboarding activities, deliver training, support setup and integrations, and collaborate with internal teams.