Client Onboarding Specialist

Placements24; Polokwane; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Medical aid

Retirement benefits

Growth opportunities

Training resources

Job summary

Placements24 is seeking a detail-oriented Client Onboarding Specialist for our Polokwane team. You will guide new clients through the initial engagement, ensuring a smooth transition to our services and setting the foundation for long-term satisfaction.

Key duties include managing end-to-end onboarding, gathering information, and coordinating with sales and support to ensure a seamless setup. A customer-centric mindset and strong organizational skills are essential.

Qualifications

• Proven experience in a client onboarding, customer success, or project management role.

Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Communicate effectively with clients to gather necessary information and set expectations.
• Provide training and support to clients on product usage and platform features.
• Troubleshoot and resolve any issues that arise during the onboarding phase.
• Coordinate with internal teams (sales, technical support) to ensure a seamless client setup.
• Collect feedback on the onboarding experience to identify areas for improvement.

Skills

Client onboarding

Customer success

Project management

Tools

CRM systems

Onboarding software

Job description

About the Role

Our client is looking for a detail-oriented and customer-focused Client Onboarding Specialist to join their team in Polokwane. You will be responsible for guiding new clients through the initial stages of engagement, ensuring a smooth and successful transition to our services. This role is critical in setting the foundation for long-term client relationships and satisfaction, requiring excellent organizational skills and a commitment to delivering a positive first impression, contributing to the company's reputation for seamless client integration.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Communicate effectively with clients to gather necessary information and set expectations.
• Provide training and support to clients on product usage and platform features.
• Troubleshoot and resolve any issues that arise during the onboarding phase.
• Coordinate with internal teams (sales, technical support) to ensure a seamless client setup.
• Collect feedback on the onboarding experience to identify areas for improvement.

Requirements

• Proven experience in a client onboarding , customer success, or project management role.
• Excellent organizational and time management skills.
• Strong communication and presentation abilities.
• Proficiency with CRM systems and onboarding software.
• Ability to explain complex information clearly and concisely.
• A customer-centric mindset with a passion for helping clients succeed.

Benefits

• Competitive salary and potential performance incentives.
• Comprehensive medical aid and retirement benefits.
• Opportunities for professional growth and development in client relations.
• A structured and supportive work environment in Polokwane .
• Access to ongoing training and skill-building resources.