Client Onboarding Specialist

Placements24; LegKraal Gate; Hybrid; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Hybrid work model

Health and retirement benefits

Professional development

Job summary

Placements24 is seeking a Client Onboarding Specialist for a hybrid role in Mahikeng. You will guide new clients through the initial setup, explain processes clearly, and ensure all documentation and access are completed efficiently.

You'll collaborate with sales and technical teams to deliver a smooth start to client relationships, maintaining strong communication and proactive problem-solving throughout onboarding.

Qualifications

• Proven experience in client onboarding or customer success.
• Excellent communication and interpersonal abilities.
• Strong organizational and project management skills.
• Ability to explain processes clearly to clients.
• Experience with CRM software and project management tools.

Responsibilities

• Manage the end-to-end onboarding process for new clients from first contact to setup.
• Conduct welcome calls and initial consultations to understand client needs.
• Provide clear instructions for documentation and setup procedures.
• Coordinate with sales and technical support for smooth transitions.
• Develop and maintain onboarding materials for clients.
• Monitor client progress and proactively address issues during onboarding.

Skills

Communication

Organization

Interpersonal

Presentation

Client facing

Tools

CRM software

Project management tools

Job description

About the Role

Our client is seeking a highly organized and communicative Client Onboarding Specialist for their hybrid team in Mahikeng . In this role, you will guide new clients through the initial stages of engagement, ensuring a smooth and positive transition into our services. You will be responsible for setting expectations, providing necessary information, and ensuring all setup requirements are met efficiently. This position is ideal for an individual who excels at building relationships, has a knack for explaining processes clearly, and thrives in a role that requires collaboration between on-site and remote team members, contributing to a seamless client experience from the very beginning.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients, from initial contact to successful setup.
• Conduct welcome calls and initial consultations to understand client needs and goals.
• Provide clear instructions and support for clients to complete necessary documentation and setup procedures.
• Coordinate with internal teams (sales, technical support) to ensure a smooth client transition.
• Develop and maintain onboarding materials and resources for clients.
• Monitor client progress during the onboarding phase and proactively address any potential issues.

Requirements

• Proven experience in client onboarding , customer success , or a similar client-facing role.
• Excellent communication, presentation, and interpersonal skills.
• Strong organizational and project management abilities.
• Ability to explain technical or complex processes in an understandable manner.
• Experience with CRM software and project management tools.
• Willingness to work a hybrid schedule, balancing remote and in-office responsibilities.

Benefits

• Competitive annual salary and potential for bonuses based on client retention.
• Hybrid work model providing flexibility and work-life balance.
• Comprehensive health and retirement benefits.
• Opportunities for professional development and skill enhancement in client relations.
• A dynamic and supportive team environment.