Customer Onboarding Specialist

Placements24; Midrand; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Hybrid work flexibility

Health & wellness benefits

Professional development opportunities

Team events

Job summary

Placements24 is seeking a Customer Onboarding Specialist in Midrand to guide new clients through setup, training, and value realization. The role blends in-office collaboration with remote work, emphasizing clear communication and a patient, client-focused approach.

You will develop onboarding materials and work with sales and support to ensure a seamless transition and high client satisfaction. Hybrid scheduling based in Midrand is required.

Qualifications

• Bachelor's degree or equivalent practical experience.
• Experience in customer success or training roles.
• Strong presentation and communication abilities.
• Ability to explain technical concepts clearly.
• Experience with CRM/onboarding software is a plus.

Responsibilities

• Lead end-to-end onboarding for new clients.
• Deliver personalized training sessions (virtual and in-person).
• Assist with account setup and integrations.
• Create and maintain onboarding guides and FAQs.
• Track progress and resolve onboarding issues promptly.
• Collaborate with sales and support for smooth handoffs.

Skills

Presentation skills

Communication

Interpersonal skills

Project management

Patience & empathy

Education

Bachelor's degree in a relevant field

Tools

CRM software

Job description

About the Role

Our client is seeking an organized and engaging Customer Onboarding Specialist to join their team in Midrand. This role is fundamental in ensuring new clients have a smooth and positive introduction to our products and services. You will guide clients through the initial setup process, provide training, and ensure they understand how to maximize the value they receive from our offerings. We are looking for an individual with excellent communication and presentation skills, a patient demeanor, and a passion for helping others succeed. This position offers a hybrid work model, combining valuable in-office collaboration in Midrand with the flexibility of remote work. Our client is dedicated to client success from the very first interaction, and this role is crucial to that mission. You will play a key part in client retention by setting them up for long‑term success and satisfaction. Join a company that values client relationships and provides a supportive environment for professional development and growth. If you excel at explaining complex information clearly and enjoy facilitating positive first impressions, this role is for you.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Conduct personalized training sessions (virtual and in-person) on product features and functionalities.
• Guide clients through account setup, configuration, and integration processes.
• Develop and maintain onboarding materials, including guides, tutorials, and FAQs.
• Address client questions and concerns during the onboarding phase promptly and effectively.
• Monitor client progress and proactively identify potential challenges or roadblocks.
• Ensure clients understand the value proposition and key benefits of our offerings.
• Collaborate with sales and support teams to ensure a seamless client transition.
• Gather feedback from new clients to identify areas for onboarding improvement.
• Achieve and maintain high client satisfaction ratings during the onboarding period.

Requirements

• Bachelor's degree in a relevant field or equivalent practical experience.
• Proven experience in customer success, account management, training, or a similar client‑facing role.
• Excellent presentation, communication, and interpersonal skills.
• Strong ability to explain technical concepts clearly and concisely.
• Experience with CRM and/or onboarding software is a plus.
• Highly organized with strong project management abilities.
• Patient, empathetic, and customer‑focused attitude.
• Must be able to work a hybrid schedule based in Midrand.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary.
• Comprehensive health and wellness benefits.
• Opportunities for professional development and skill enhancement.
• Hybrid work flexibility.
• A collaborative and growth‑oriented work culture.
• Retirement savings plan.
• Paid time off.
• Regular team events.