Client Onboarding Specialist

Placements24; Rustenburg; Hybrid; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Hybrid work

Health benefits

Retirement benefits

Professional development

Supportive team

Generous leave

Job summary

Placements24 is seeking a Client Onboarding Specialist in Rustenburg, North West, to guide new clients through setup, training, and early service use. You will be the main contact during the initial engagement with strong emphasis on clear communication and documentation.

The role supports a hybrid work model, balancing office presence with remote flexibility, and aims to establish solid foundations for long-term client success and retention.

Qualifications

• Bachelor's degree in Business, Communications, or a related field.
• 2-3 years experience in client onboarding, customer success, or account management.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in using CRM software and project management tools.
• Strong organizational skills and ability to manage multiple client projects simultaneously.
• Ability to work effectively in a hybrid environment.
• Experience in providing client training is highly desirable.

Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Conduct introductory meetings and product demonstrations for new clients.
• Guide clients through setup, configuration, and initial usage of the service.
• Develop and deliver client-specific training materials and sessions.
• Serve as the main point of contact for clients during their initial engagement period.
• Address client questions and concerns promptly and effectively.
• Ensure all client onboarding documentation is completed accurately and efficiently.
• Collaborate with sales and support teams to ensure a smooth transition post-onboarding.
• Gather feedback from new clients to identify areas for onboarding process improvement.

Skills

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor's degree in Business, Communications, or a related field

Tools

CRM software

Project management tools

Job description

About the Role

Our client, a prominent business solutions provider, is seeking a detail-oriented Client Onboarding Specialist to join their team in Rustenburg, North West. This role is critical in ensuring new clients have a seamless and positive introduction to our client's services. You will guide clients through the initial setup process, provide necessary training, and establish strong foundational relationships. Working in a hybrid capacity, you will balance office-based responsibilities with remote flexibility. The ideal candidate possesses excellent communication, organizational, and technical skills, with a passion for facilitating client success from day one. This is a key role in setting the stage for long-term client satisfaction and retention.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Conduct introductory meetings and product demonstrations for new clients.
• Guide clients through setup, configuration, and initial usage of the service.
• Develop and deliver client-specific training materials and sessions.
• Serve as the main point of contact for clients during their initial engagement period.
• Address client questions and concerns promptly and effectively.
• Ensure all client onboarding documentation is completed accurately and efficiently.
• Collaborate with sales and support teams to ensure a smooth transition post-onboarding.
• Gather feedback from new clients to identify areas for onboarding process improvement.

Requirements

• Bachelor's degree in Business, Communications, or a related field.
• Minimum of 2-3 years of experience in client onboarding, customer success, or account management.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in using CRM software and project management tools.
• Strong organizational skills and the ability to manage multiple client projects simultaneously.
• Ability to work effectively in a hybrid environment.
• Experience in providing client training is highly desirable.
• Problem-solving aptitude and a proactive approach.
• Must be willing to work from our office in Rustenburg, North West as required.

Benefits

• Competitive salary package.
• Hybrid work model offering flexibility.
• Comprehensive health and retirement benefits.
• Opportunities for professional development and training.
• A supportive and collaborative team environment.
• Contribution to a dynamic business solutions provider.
• Generous annual leave.