Global Security Client Onboarding Specialist

Crisis24; Boca Raton (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Crisis24 in Boca Raton, FL seeks a Customer Intake Specialist to deliver smooth onboarding for new security engagements. You will coordinate intake, document client requirements, and ensure clear communication across internal teams.

The role requires 2–4 years in a client-facing setting, strong written and verbal communication, and experience with CRM systems like Salesforce. You will work flexible shifts including days, nights, and weekends as needed.

Qualifications

• 2–4 years in a client-facing role in security, risk, or related field.
• Strong organizational skills and multitasking ability.
• Excellent written and verbal communication skills.
• Experience with CRM tools, preferably Salesforce.

Responsibilities

• Manage client intake and onboarding coordination for new engagements.
• Document client objectives, risks, and service requirements clearly.
• Communicate status updates and coordinate with internal teams (security, intelligence, IT, account management).
• Support timely onboarding by ensuring documentation and handoffs are complete.

Skills

Client-facing experience

Strong organizational skills

Excellent written and verbal comms

Cross-functional collaboration

CRM systems (Salesforce)

Flexible schedule (8-12h shifts)

Tools

Salesforce

Ticketing platforms

Job description

Crisis24 in Boca Raton, FL seeks a Customer Intake Specialist to deliver smooth onboarding for new security engagements. You will coordinate intake, document client requirements, and ensure clear communication across internal teams.

The role requires 2–4 years in a client-facing setting, strong written and verbal communication, and experience with CRM systems like Salesforce. You will work flexible shifts including days, nights, and weekends as needed.