Client Onboarding Specialist

Placements24; Sandton; Hybrid; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Competitive salary

Health and wellness benefits

Generous paid time off

Professional development opportunities

Hybrid work model

Job summary

Placements24 in Sandton is seeking a meticulous Client Onboarding Specialist to guide new clients through setup, training, and onboarding. This hybrid role combines office presence with remote flexibility to ensure a smooth start for our clients and a positive first impression.

You will coordinate onboarding across teams, develop concise resources, address client questions, and gather feedback to improve the process.

Qualifications

• Previous experience in a client-facing role such as customer support, account management, or client onboarding.
• Exceptional communication, presentation, and interpersonal skills.
• Strong organizational abilities and attention to detail.
• Proficiency with CRM software and standard office productivity tools.
• Ability to manage multiple client onboarding projects simultaneously.
• Experience working in a hybrid or flexible work environment is beneficial.

Responsibilities

• Manage the end-to-end onboarding process for new clients, from initial setup to full integration.
• Conduct personalized training sessions for clients on using our client's products or services.
• Develop and maintain clear, concise onboarding documentation and resources.
• Collaborate with sales and account management teams to ensure a smooth handover of new clients.
• Address client questions and concerns during the onboarding phase, ensuring their needs are met.
• Gather feedback from new clients to identify areas for improvement in the onboarding process.

Skills

Communication skills

Presentation skills

Interpersonal skills

Organizational skills

Attention to detail

CRM software

Office productivity tools

Project multitasking

Hybrid work experience

Tools

CRM software

Office productivity tools

Job description

About the Role

Our client is seeking a meticulous and personable Client Onboarding Specialist to join their team in Sandton . This hybrid role is crucial for ensuring new clients have a seamless and positive introduction to our client's services. You will guide clients through the setup process, provide initial training, and establish a strong foundation for their ongoing success. This position is ideal for someone who excels at client interaction, possesses excellent organizational skills, and enjoys facilitating smooth transitions in a professional setting that combines office presence with remote flexibility.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients, from initial setup to full integration.
• Conduct personalized training sessions for clients on using our client's products or services.
• Develop and maintain clear, concise onboarding documentation and resources.
• Collaborate with sales and account management teams to ensure a smooth handover of new clients.
• Address client questions and concerns during the onboarding phase, ensuring their needs are met.
• Gather feedback from new clients to identify areas for improvement in the onboarding process.

Requirements

• Previous experience in a client-facing role such as customer support , account management, or client onboarding.
• Exceptional communication, presentation, and interpersonal skills.
• Strong organizational abilities and attention to detail.
• Proficiency with CRM software and standard office productivity tools.
• Ability to manage multiple client onboarding projects simultaneously.
• Experience working in a hybrid or flexible work environment is beneficial.

Benefits

• Competitive salary and potential for bonuses.
• Comprehensive health and wellness benefits.
• Generous paid time off and holidays.
• Opportunities for professional development and skill enhancement.
• Hybrid work model supporting work-life integration.