Client Onboarding Specialist

About this role

The Role
You are the bridge between a customer signing and a customer succeeding.
This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.
If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.

The Company
AI Acquisition is a multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. We launch and scale information and software products on a marketing and sales engine refined across 12 product launches and $100M+ in ad spend.
This seat sits inside our onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.
Requirements
What You Do
Own the customer journey from "paid" to "completing and renewing"
Run structured kickoff calls and keep customers moving through milestones
Spot early churn signals and execute saves before they escalate
Bridge what Sales promised to what delivery can actually deliver
Work within playbooks and flag what needs improving
Manage a small number of concurrent accounts with consistency and care
Communicate proactively — no customer should wonder what's happening next
This Role Is Not For You If
You are looking for a director or head-of-level scope
You want to build strategy from scratch with no guardrails
You are not comfortable being measured on customer outcomes weekly
You need a slow ramp or a fully handed-over runbook before you act

What We're Looking For
Experience
2–4 years in a client-facing Sales or SDR role — people who have closed or prospected and are ready to move into a delivery and relationship-focused seat are strongly preferred
Experience working directly with US or UK customers — comfortable with the communication style and expectations of these markets
Background in online education, SaaS, coaching, agency, or info-product environments is a strong plus
Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)
Profile
Polished, professional communicator — written and verbal English at a native or near-native level
Commercial enough to understand what customers paid for and why it matters
Empathetic enough to manage relationships without being passive
Detail-oriented and reliable — customers notice when follow-through slips
Looking to move from a Sales-heavy role into something more relationship and outcome-focused
Benefits
Compensation & Setup
Independent Contractor Agreement
Competitive Base salary, geography-adjusted
Fully remote, async-first with US and UK overlap
Direct line to senior onboarding leadership
Growth track into broader CS or ops scope as the product line scales