Client Onboarding Specialist (West Coast) - (Remote - US)

Jobgether; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

A leading company is seeking a Client Onboarding Specialist to enhance client implementations and ensure smooth transitions onto their platform. The ideal candidate will work directly with clients, providing tailored onboarding experiences and support. This role requires strong communication skills, technical savviness, and the ability to thrive in a fast-paced environment.

Benefits

Medical (90% company-paid)

401(k) with company match

13 paid holidays and 25 days of PTO

Paid family leave

Employee Assistance Program

Quarterly self-care stipends

Optional benefits including FSA, HSA, and pet insurance

Qualifications

• 2+ years of experience in a client-facing role.
• Ability to explain complex technology in a user-friendly way.
• Proactive, personable, and solution-oriented mindset.

Responsibilities

• Guide new clients through onboarding and training on platform features.
• Troubleshoot issues and provide hands-on support during implementation.
• Collaborate with sales and support teams to improve processes.

Skills

Excellent communication

Organizational skills

Technical support

Tools

Salesforce

Trello

Job description

About Jobgether

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

One of our companies is currently looking for a Client Onboarding Specialist (West Coast) in United States.

We are seeking a highly motivated Client Onboarding Specialist to lead new client implementations and ensure a smooth transition onto our platform. In this role, you’ll work directly with clients to deliver tailored onboarding experiences, providing expert guidance, product training, and support. The ideal candidate is customer-obsessed, technically savvy, and excels in both independent work and cross-functional collaboration. If you thrive in a fast-paced environment and love helping others succeed with technology, this could be the role for you.

Accountabilities:

• Guide new clients through onboarding, including training on platform features and hardware setup.
• Deliver clear, personalized instruction to ensure users understand and gain value from the platform.
• Troubleshoot issues and provide hands-on support to resolve technical challenges during implementation.
• Maintain accurate records of client onboarding status and ensure smooth handoff to long-term client success teams.
• Collaborate with sales, support, and product teams to improve processes and client experience.
• Serve as a trusted advisor to clients, setting them up for success from day one.

• 2+ years of experience in a client-facing role such as onboarding, customer success, or technical support.
• Excellent communication and presentation skills, especially in remote/virtual settings.
• Ability to explain complex technology in a user-friendly way.
• Strong organizational skills with attention to detail and ability to manage multiple onboarding projects.
• Familiarity with tools like Salesforce, Trello, and onboarding platforms (Vitally a plus).
• Experience in the Proptech or multifamily housing industry is a plus.
• Proactive, personable, and solution-oriented mindset.

• Medical (90% company-paid), Dental, and Vision (100% company-paid) starting day one
• 401(k) with company match
• 13 paid holidays and 25 days of PTO
• Paid family leave
• Employee Assistance Program
• Quarterly self-care stipends
• Optional benefits including FSA, HSA, commuter benefits, life and disability insurance, pet insurance, and more

Jobgether hiring process disclaimer

This job is posted on behalf of one of our partner companies. If you choose to apply, your application will go through our AI-powered 3-step screening process, where we automatically select the 5 best candidates.

Our AI thoroughly analyzes every line of your CV and LinkedIn profile to assess your fit for the role, evaluating each experience in detail. When needed, our team may also conduct a manual review to ensure only the most relevant candidates are considered.

Our process is fair, unbiased, and based solely on qualifications and relevance to the job. Only the best-matching candidates will be selected for the next round.

If you are among the top 5 candidates, you will be notified within 7 days.
If you do not receive feedback after 7 days, it means you were not selected. However, if you wish, we may consider your profile for other similar opportunities that better match your experience.

Thank you for your interest!

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