Client Onboarding & Lifecycle Ops Specialist

Nation Safe Drivers; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Nation Safe Drivers (NSD) seeks a detail-oriented Client Lifecycle Operations Specialist to guide clients from pre-onboarding through offboarding. You will partner with Sales, Technology, Project Management, and Operations to ensure accurate documentation and seamless lifecycle management.

In this role, you will own onboarding, lifecycle maintenance, and offboarding processes, maintaining records and performing QA to ensure data integrity.

Qualifications

• 3+ years in administrative, operations, or customer-facing roles.
• Strong organizational and communication skills with attention to detail.
• Experience working cross-functionally across departments.
• Experience using CRM or project management tools is a plus.

Responsibilities

• Oversee onboarding from Sales to Operations and ensure smooth transitions.
• Maintain accurate client records and documentation across systems.
• Coordinate client lifecycle activities and quality assurance checks.
• Identify process improvements to enhance efficiency and client experience.
• Collaborate with Sales, Technology, PM, and Operations to resolve questions.

Skills

Administrative efficiency

Attention to detail

Written and verbal communication

Cross-functional collaboration

Process improvement mindset

CRM experience

Education

Bachelor's or Associate's degree preferred

Tools

CRM software

Project management systems

Documentation tools

Job description

Nation Safe Drivers (NSD) seeks a detail-oriented Client Lifecycle Operations Specialist to guide clients from pre-onboarding through offboarding. You will partner with Sales, Technology, Project Management, and Operations to ensure accurate documentation and seamless lifecycle management.

In this role, you will own onboarding, lifecycle maintenance, and offboarding processes, maintaining records and performing QA to ensure data integrity.