Client Onboarding Specialist

CodeForce; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

CodeForce is seeking a Client Onboarding Specialist to remotely manage the end-to-end onboarding for new clients, run sessions, configure IT systems, and provide Level 1–2 support. You will guide customers through deployments, integrations, and provisioning while creating knowledge base materials.

Ideal candidates have 2+ years in onboarding or IT services, strong Windows/Microsoft 365 and networking knowledge, and experience delivering technical training in an MSP or IT services context.

Qualifications

• 2+ years of experience supporting client onboarding, helpdesk, or IT services environments.
• Experience in client onboarding.
• Strong understanding of Windows, Microsoft 365, and networking fundamentals.
• Experience supporting end-users in a managed services (MSP) or IT services environment.
• Excellent troubleshooting and problem-solving skills across hardware, software, network, and application issues.
• Strong verbal and written communication skills in English.
• Experience delivering technical training to clients.
• Experience with ticketing systems, CRM platforms, and remote support tools.

Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Conduct onboarding sessions and technical training for customers.
• Configure, deploy, and support IT systems, software, and services.
• Provide Level 1 and Level 2 technical support to clients.
• Troubleshoot hardware, software, network, and application-related issues.
• Assist clients with account setup, system integrations, and user provisioning.
• Coordinate with internal technical teams to resolve escalated issues.
• Create and maintain onboarding documentation, knowledge base articles, and SOPs.
• Monitor onboarding progress and ensure successful client adoption.
• Maintain high customer satisfaction through effective communication and timely issue resolution.

Skills

Onboarding

Helpdesk

Windows

Microsoft 365

Networking

MSP

Troubleshooting

Communication

Training

Ticketing systems

CRM systems

Remote support

Tools

CRM platforms

Ticketing systems

Remote support tools

Job description

Job Title: Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing initial technical training, and ensuring a smooth transition into our services. Key Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Conduct onboarding sessions and technical training for customers.
• Configure, deploy, and support IT systems, software, and services.
• Provide Level 1 and Level 2 technical support to clients.
• Troubleshoot hardware, software, network, and application-related issues.
• Assist clients with account setup, system integrations, and user provisioning.
• Coordinate with internal technical teams to resolve escalated issues.
• Create and maintain onboarding documentation, knowledge base articles, and SOPs.
• Monitor onboarding progress and ensure successful client adoption.
• Maintain high customer satisfaction through effective communication and timely issue resolution.

Requirements

Required Qualifications

• 2+ years of experience supporting client onboarding, helpdesk, or IT services environments.
• Experience in client onboarding.
• Strong understanding of Windows, Microsoft 365, and networking fundamentals.
• Experience supporting end-users in a managed services (MSP) or IT services environment.
• Excellent troubleshooting and problem-solving skills across hardware, software, network, and application issues.
• Strong verbal and written communication skills in English.
• Experience delivering technical training to clients.
• Experience with ticketing systems, CRM platforms, and remote support tools.

Preferred Qualifications

• Relevant IT certifications, such as CompTIA A+, Network+, or Microsoft certifications, are a plus.

Benefits