Client Onboarding & Success Coordinator

We’re looking for a highly organized, client-centric professional to join our team as a Client Onboarding & Success Coordinator. This role is critical in delivering a world-class experience to new clients by coordinating the handoff between Sales, Project Management, and Service Delivery. You’ll manage onboarding timelines, run client kickoff meetings, translate technical updates into client-ready communications, and ensure a seamless transition into our support system.

Responsibilities:

Lead new client onboarding process from start to finish

Schedule and conduct welcome/kickoff calls

Collaborate with internal departments to track deliverables and milestones

Maintain communication with clients during onboarding to manage expectations and satisfaction

Document updates, tasks, and progress in our CRM/project system

Ensure handoff to support or account management is smooth and timely
Skills & Qualifications:

Excellent spoken and written English

Strong organizational and communication skills

Tech-savvy and confident using CRMs, spreadsheets, and project tools

Client-facing experience preferred

Comfortable managing multiple tasks with attention to detail