Onboarding Specialist

Plus 1 Technology; Pottstown (Montgomery County); Hybrid; USD 50,000 - 56,000; Full time

Job summary

Join a dynamic and growing managed service provider in the Philadelphia area, where you will play a pivotal role in client onboarding and support. This exciting position involves serving as the primary contact for new clients, managing onboarding processes, and ensuring a seamless experience as clients transition to our services. You'll be responsible for coordinating resources, maintaining vendor relationships, and continuously improving processes. If you are detail-oriented, possess strong communication skills, and thrive in a collaborative environment, this opportunity is perfect for you!

Benefits

401(k)

401(k) matching

Health insurance

Paid time off

Parental leave

Qualifications

• 2+ years experience in client onboarding or project coordination.
• Excellent communication and organizational skills required.

Responsibilities

• Serve as primary contact during new client onboarding.
• Coordinate internal resources to meet onboarding milestones.

Skills

Client Onboarding

Project Coordination

Service Management

Vendor Relations

Communication Skills

Organizational Skills

Attention to Detail

Education

Bachelor's Degree (Preferred)

Tools

ConnectWise

Microsoft 365

Nable Products

Job description

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Join a growing and thriving MSP in the Philadelphia region.

Key Responsibilities:

Customer Onboarding

• Serve as the primary point of contact during new client onboarding.
• Create and manage onboarding checklists, timelines, and documentation.
• Coordinate internal resources (help desk, projects, compliance) to meet onboarding milestones.
• Gather technical and business information from clients (users, systems, credentials, compliance needs).
• Ensure systems (e.g., ConnectWise, documentation platforms) are fully updated with client information.
• Schedule training sessions or walkthroughs for client stakeholders.
• Complete Technical Onboarding to roll out our stack to client environments
• Coordinate installation of MSP stack to client machines
• Take initiative to improve processes
• Troubleshoot issues with tool installation
• Maintain relationships with key vendors (software providers, hardware suppliers, cloud services).
• Track and renew vendor contracts, licenses, and warranties.
• Coordinate vendor escalations and support tickets when needed.
• Assist in evaluating and onboarding new vendors or tools to support service delivery.
• Assist internal teams with technical support cases with vendors
• Work with Vendors to optimize our tool stack

Administrative & Support

• Monitor onboarding KPIs and client satisfaction during the first 90 days.
• Assist with procurement processes and ensure assets are tracked and delivered.
• Identify and recommend process improvements for onboarding or vendor workflows.

Qualifications:

• 2+ years experience in client onboarding, project coordination, service management or vendor relations (preferably in IT/MSP environments).
• Excellent communication and organizational skills.
• Familiarity with MSP tools (e.g., ConnectWise, Nable products, Microsoft 365, and other MSP tools)
• Strong attention to detail and ability to manage multiple priorities.
• Professional, friendly, and customer-service driven attitude.
• Strong client communication skills and comfort discussing technical terms with non-technical people

Preferred but Not Required:

• Experience with Microsoft 365 licensing and vendor portals.
• Knowledge of IT service delivery processes and SLA-driven support.
• Previous experience in a Managed Service Provider environment.

Job Type: Full-time

Pay: $50,000.00 - $56,000.00 per year

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Parental leave

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Pottstown, PA 19464

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Human Resources

• Industries

  Information Services

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