Remote Client Onboarding & Adoption Specialist

Profitsolv; West Palm Beach (FL); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

401K match

Paid time off

Health, dental, vision insurance

Remote work

Performance-based merits

Job summary

ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels, and conduct onboarding meetings and product demos.

The role emphasizes educating customers, optimizing their setup, removing blockers, and collaborating with internal teams to drive retention and satisfaction.

Qualifications

• Associate degree or equivalent experience required.
• Proven ability to manage onboarding projects and timelines.
• Experience with Salesforce and customer-success tools.
• Strong communication and cross-functional collaboration.
• Detail-oriented with problem-solving skills.

Responsibilities

• Develop and maintain strong client relationships.
• Manage client conversations across support channels.
• Conduct onboarding meetings and product demos.
• Educate customers and optimize product setup.
• Identify roadblocks and drive adoption and retention.
• Collaborate with internal teams to execute goals.
• Support customers and address requests.

Skills

Client relationship management

Salesforce CRM

ChurnZero

Gainsight

Project management

Communication

Time management

Education

Associate degree

Tools

Salesforce CRM

ChurnZero

Gainsight

Job description

ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels, and conduct onboarding meetings and product demos.

The role emphasizes educating customers, optimizing their setup, removing blockers, and collaborating with internal teams to drive retention and satisfaction.