Client Onboarding & Coordination Specialist

Crisis24; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Crisis24 is seeking a Customer Intake Specialist to drive smooth onboarding for new security engagements. You will coordinate intake activities, document client requirements, and ensure clear communication across teams to set the stage for successful service delivery.

The role emphasizes client-focused onboarding, collaboration across security operations, intelligence, IT, and account management, and maintaining timely, professional updates to clients.

Qualifications

• 2–4 years of experience in a client-facing role, preferably with customer service, security services, risk management, or a related field.
• Strong organizational skills with the ability to manage multiple onboarding activities simultaneously.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively with cross-functional teams.
• Experience using CRM or client management systems (e.g., Salesforce, ticketing platforms).
• Ability to work flexible schedules, including 8–12 hour shifts during days, nights, and weekends.

Responsibilities

• Serve as a primary point of contact for clients during the initial service intake and onboarding phase.
• Support and participate in client discovery sessions to gather objectives, risks, and service requirements.
• Execute structured intake workflows to ensure alignment across internal teams, including security operations, intelligence, technology, and account management.
• Accurately document client requirements, expectations, and onboarding details within Salesforce and other client management systems.
• Ensure all required intake documentation is complete, accurate, and submitted in a timely manner.
• Maintain consistent, professional communication with clients throughout the onboarding and service delivery process.

Skills

Client communication

Organizational skills

Cross-functional collaboration

CRM familiarity

Tools

Salesforce

Ticketing platforms

Job description

Crisis24 is seeking a Customer Intake Specialist to drive smooth onboarding for new security engagements. You will coordinate intake activities, document client requirements, and ensure clear communication across teams to set the stage for successful service delivery.

The role emphasizes client-focused onboarding, collaboration across security operations, intelligence, IT, and account management, and maintaining timely, professional updates to clients.