Client Onboarding Coordinator

TNR Business Solutions LLC

Greensburg (Westmoreland County)

Hybrid

USD 44,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Paid time off
Health insurance
Career advancement

Job summary

TNR Business Solutions is seeking a Client Onboarding Coordinator to welcome new digital marketing and insurance clients, gather assets, schedule kickoff meetings, and coordinate with web, SEO, and insurance teams. You’ll guide projects from kickoff through 30-day milestones to accelerate momentum and results.

Requirements include 2+ years in onboarding or coordination, strong follow-up discipline, CRM proficiency, and the ability to juggle multiple workflows while maintaining top-notch client

Qualifications

  • 2+ years in client onboarding, project coordination, customer success, or executive administrative roles.
  • Outstanding follow-up discipline, friendly phone presence, and CRM organization skills.
  • Comfortable managing multiple project workflows simultaneously.

Responsibilities

  • Kickoff Call Management: Lead welcoming kickoff calls with new clients and outline 30-day launch timelines.
  • Asset & Access Collection: Gather client credentials, brand assets, domain access, and intake forms.
  • Cross-Department Coordination: Collaborate with web developers, SEO leads, and insurance agents to maintain launch speed.
  • Client Status Communication: Provide proactive weekly progress updates during onboarding.

Skills

Client onboarding
Project coordination
Customer success
Executive administrative

Tools

CRM software

Job description

Be the welcoming face of TNR Business Solutions! Guide new clientsthrough kickoff calls, asset collection, and 30-day launchmilestones so clients get momentum and results fast.

About The Opportunity

First impressions build lifelong client relationships. As ourClient Onboarding Coordinator, you welcome newdigital marketing and insurance clients, collect project assets(logos, domain access, brand guides, policy documents), schedulekickoff meetings, and coordinate seamlessly with our web and accountteams.

Key Responsibilities
  • Kickoff Call Management: Lead welcoming kickoffcalls with new clients and outline 30-day launch timelines.
  • Asset & Access Collection: Securely gatherclient credentials, brand assets, domain access, and intake forms.
  • Cross-Department Coordination: Partner with webdevelopers, SEO leads, and insurance agents to maintain launchspeed.
  • Client Status Communication: Provide proactiveweekly progress updates to clients during their onboarding phase.
Salary & Benefits
  • Salary: $44,000 - $60,000 based on coordinationand client success experience.
  • Launch Speed Bonuses: Milestone bonuses awardedwhen onboarding projects launch ahead of scheduled deadlines.
  • PTO & Insurance: Paid time off, healthinsurance options, and ongoing career advancement paths.
Requirements
  • 2+ years in client onboarding, project coordination, customersuccess, or executive administrative roles.
  • Outstanding follow-up discipline, friendly phone presence, and CRMorganization skills.
  • Comfortable managing multiple project workflows simultaneously.
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