Remote Client Onboarding Specialist

Virtual Task Buddie; New York (NY); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Remote-friendly culture

Structured training

Job summary

Task Buddie is seeking a Remote Client Onboarding Specialist to guide new clients from initial interest through onboarding and to turn opportunities into long-term partnerships. You will coordinate scheduling, document workflows, and maintain CRM notes while collaborating with sales leadership to optimize onboarding messaging.

The role offers a fully remote setup, competitive base pay with bonuses, and comprehensive benefits to support work–life balance.

Qualifications

• Excellent communication and relationship-building skills.
• A customer-focused, solution-oriented mindset
• Comfortable working independently in a fully remote setting.
• Previous experience in sales onboarding, account management, or client support preferred (not required).

Responsibilities

• Guide new and interested clients through Task Buddie’s onboarding process.
• Conduct onboarding calls to understand client needs, goals, and service fit.
• Explain service offerings, workflows, and next steps clearly and confidently.
• Support the transition from sales conversations to active client relationships.
• Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
• Maintain accurate records and notes in the CRM system.
• Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

Skills

Communication

Relationship-building

Customer-focused

Remote work

Job description

Remote Client Onboarding SpecialistTask Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them through the onboarding process and helping convert opportunities into successful, long-term partnerships. This position plays a critical role in ensuring a smooth transition from first conversation to active client. This is an opportunity to join a fast-growing company where your impact is visible, valued, and directly tied to client success.

What You’ll Do

• Guide new and interested clients through Task Buddie’s onboarding process.
• Conduct onboarding calls to understand client needs, goals, and service fit.
• Explain service offerings, workflows, and next steps clearly and confidently.
• Support the transition from sales conversations to active client relationships.
• Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
• Maintain accurate records and notes in the CRM system.
• Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

What You Bring

• Previous experience in sales onboarding, account management, or client support preferred (not required).
• Excellent communication and relationship-building skills.
• A customer-focused, solution-oriented mindset
• Comfortable working independently in a fully remote setting.

What You’ll Get

• Competitive base salary plus performance-based bonuses and incentives.
• Comprehensive benefits including medical, dental, vision, 401k, and paid time off.
• Structured training and onboarding to set you up for success.
• 100% remote role designed for work–life balance.
• A collaborative environment where your results make a direct impact.