Onboarding Specialist

Aidey; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Aidey is looking for an Onboarding Specialist to guide B2B clients through the onboarding journey and set the stage for long-term customer success. As the primary contact, you will coordinate milestones with internal teams, schedule training, and maintain proactive communication to ensure a smooth transition to our services.

This fully remote role works with US-based teams on a stable full‑time schedule. You will thrive in a fast-paced environment, delivering exceptional service and documenting

Qualifications

• Excellent English communication: verbal, written, reading.
• Previous experience onboarding B2B clients.
• Experience in Customer Success, Onboarding, Account Management, or similar role.
• Strong interpersonal skills and rapport with clients.
• Experience guiding customers through implementation or onboarding processes.
• Detail-oriented with a focus on exceptional customer service.
• Strong organizational and project coordination skills.
• Ability to work independently and in a team.

Responsibilities

• Serve as primary point of contact for new customers during onboarding.
• Guide customers through onboarding milestones and ensure smooth transitions.
• Schedule and coordinate onboarding meetings, trainings, follow-ups.
• Maintain regular communication to provide updates and answer questions.
• Collect and organize customer information required for onboarding.
• Coordinate with internal teams to complete onboarding tasks on time.
• Track onboarding progress and follow up on outstanding items.
• Document customer interactions and onboarding activities in company systems.
• Identify onboarding challenges and elevate issues when needed.
• Help create a positive customer experience and support throughout onboarding journey.
• Assist with process improvements and onboarding documentation.
• Support customer retention by helping customers achieve a successful launch.
• Fully remote, long-term opportunity.
• Work directly with US-based teams.
• Stable full-time schedule.
• Clear processes and structured work.
• Opportunity to grow into higher-level roles.

Skills

English communication

B2B onboarding

Customer success

Interpersonal skills

Client relationship management

Onboarding coordination

Attention to detail

Organizational skills

Independent & team work

Job description

About the Company:

Aidey is an AI-first Business Process Outsourcing company - the human layer powering the world’s most ambitious AI-native companies. We staff the last mile of customer experience, technical success, back-office operations, and sales, operating remotely from the Philippines. Every process we run is designed AI-first and finalized by a senior human, so our clients inherit better quality, faster cycles, and a lower cost base. Trusted by global brands including Nokia and Wix, Aidey is where human intelligence meets machine scale.

About the Position:

As the Onboarding Specialist, you will be responsible for guiding B2B clients through the onboarding process, ensuring a smooth and successful transition into our services. You will serve as a trusted point of contact for new clients, helping them navigate onboarding milestones, coordinating with internal teams, and setting the foundation for long-term customer success.

• Excellent English communication skills: verbal, written, and reading - MUST
• Previous experience onboarding B2B clients - MUST
• Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role - MUST
• Strong interpersonal skills, with the ability to build rapport with clients
• Experience managing client relationships and guiding customers through implementation or onboarding processes
• Detail-oriented with a focus on providing exceptional customer service
• Strong organizational and project coordination skills
• Ability to work independently as well as collaboratively within a team environment

Responsibilities:

• Serve as a primary point of contact for new customers during the onboarding process

• Guide customers through onboarding milestones and ensure a smooth transition

• Schedule and coordinate onboarding meetings, training sessions, and follow-up calls

• Maintain regular communication with customers to provide updates and answer questions

• Collect and organize customer information required for successful onboarding

• Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time

• Track onboarding progress and proactively follow up on outstanding items

• Document customer interactions, onboarding activities, and key account details within company systems

• Identify potential onboarding challenges and elevate issues when necessary

• Help create a positive customer experience by ensuring customers feel supported throughout the onboarding journey

• Assist with process improvements and documentation related to onboarding workflows

• Support customer retention efforts by helping customers achieve a successful launch experience

• Fully remote, long-term opportunity

• Work directly with US-based teams

• Stable full-time schedule

• Clear processes and structured work

• Opportunity to grow into higher-level roles