Remote Client Onboarding Specialist

Remote Client Onboarding SpecialistTask Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them through the onboarding process and helping convert opportunities into successful, long-term partnerships. This position plays a critical role in ensuring a smooth transition from first conversation to active client. This is an opportunity to join a fast-growing company where your impact is visible, valued, and directly tied to client success.What You’ll DoGuide new and interested clients through Task Buddie’s onboarding processConduct onboarding calls to understand client needs, goals, and service fitExplain service offerings, workflows, and next steps clearly and confidentlySupport the transition from sales conversations to active client relationshipsCoordinate scheduling, documentation, and follow-ups to ensure a smooth startMaintain accurate records and notes in the CRM systemCollaborate with sales and leadership teams to improve onboarding workflows and messagingWhat You BringPrevious experience in sales onboarding, account management, or client support preferred (not required)Excellent communication and relationship-building skillsA customer-focused, solution-oriented mindsetComfortable working independently in a fully remote settingWhat You’ll GetCompetitive base salary plus performance-based bonuses and incentivesComprehensive benefits including medical, dental, vision, 401k, and paid time offStructured training and onboarding to set you up for success100% remote role designed for work–life balanceA collaborative environment where your results make a direct impact