Client Onboarding Specialist

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Job Title
Client Onboarding Specialist (Overseas, Remote – Eastern Time)
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Opening Statement
Only overseas applicants (outside the United States) will be considered for this remote Client Onboarding Specialist role.
We are a U.S.-based marketing agency seeking an experienced, detail-oriented Client Onboarding Specialist to join our remote team. This is a full-time role for candidates located outside the United States who can work 8:30 AM–5:30 PM Eastern Time and communicate in excellent English, both written and spoken, with a clear, professional accent.
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Role Overview
The Client Onboarding Specialist is responsible for managing the onboarding process for new clients, ensuring a smooth, organized, and professional transition from signed contract through the first 90 days of engagement.
You will play a critical role in the first 30 days of the client relationship, then continue to provide regular check-ins and alignment through the first 90 days to ensure a strong foundation and successful handoff to long-term account management.
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Key Responsibilities
• Serve as the primary point of contact for clients during the onboarding phase, from contract signature through the first 90 days.
• Lead onboarding calls and guide clients through processes, timelines, requirements, and expectations.
• Own the first 30 days of the client experience, ensuring a seamless kickoff, clear communication, and complete setup before work begins.
• Conduct regular check-ins with clients throughout the first 90 days to confirm progress, address questions, and ensure satisfaction.
• Review and interpret client contracts and scopes of work to ensure all deliverables, timelines, and requirements are clearly understood and properly planned.
• Identify all required access, assets, and credentials (e.g., ad accounts, analytics, CRM, file sharing, brand assets) needed for successful onboarding.
• Proactively follow up with both clients and internal teams to obtain, verify, and confirm all necessary access is properly set up and functioning.
• Troubleshoot access and setup issues by coordinating across client stakeholders and internal teams until resolved.
• Coordinate internally with operations, account management, and delivery teams to ensure all parties are prepared for launch.
• Maintain detailed documentation for each client, ensuring data accuracy and consistency across systems and tools.
• Identify gaps, risks, or blockers in the onboarding process and escalate or resolve them quickly.
• Ensure a high-quality client experience that reflects professionalism, reliability, and strong attention to detail.
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Required Qualifications
• Proven experience in client onboarding, client implementation, account coordination, or client success roles (agency or marketing environment preferred).
• Strong ability to read, understand, and extract key details from contracts and scopes of work.
• Experience managing account access and setup (logins, permissions, integrations, credentials) across multiple platforms.
• Exceptional attention to detail and organizational skills; able to manage multiple onboarding projects simultaneously.
• Excellent written and verbal English communication skills with a neutral, clear accent suitable for client-facing calls.
• Strong follow-up and ownership mentality; comfortable chasing information and driving tasks to completion.
• Comfortable working cross-functionally with internal teams and collaborating in a remote environment.
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Work Requirements
• This is a remote, overseas position (only candidates located outside the United States will be considered).
• Must be available to work Eastern Time hours: 8:30 AM – 5:30 PM (aligned with our New Jersey office).
• Reliable high-speed internet connection and professional remote work setup required.
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Preferred Qualifications
• Experience working with U.S.-based clients.
• Experience in a marketing agency or digital marketing environment.
• Familiarity with project management and communication tools (e.g., Asana, ClickUp, Trello, HubSpot, Slack, Google Drive, Microsoft 365).
• Experience coordinating technical setups such as analytics, advertising platforms, or CRM tools.
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Success Profile
This role is ideal for someone who:
• Thrives in structured processes and enjoys guiding clients step by step.
• Is confident leading client calls and explaining processes clearly.
• Takes pride in getting details right and ensuring nothing falls through the cracks.
• Is proactive, organized, and comfortable managing both people and processes during the most critical early stages of the client relationship.