Remote Client Onboarding & Success 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

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.