Client Onboarding Specialist

Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. Our award-winning consultancy offers a rich portfolio of next-generation technology, industry expertise, implementation and managed services to help organizations derive value from the transformative benefits of technology. Through the integration ofERP,HCM and/orCRMsolutions, Net at Work offers unique, industry-specific solutions and operation platforms that enable companies to compete more effectively in today’s digital economy.

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The Onboarding Specialist is a key member of the Client Experience (CX) team responsible for delivering a seamless, high-touch onboarding experience for clients acquired through M&A. Acting as the first point of contact post-acquisition, this role ensures clients feel welcomed, informed, and confidently connected to Net at Work from day one.

The Onboarding Specialist guides clients through their first 30-60 days, facilitating introductions, coordinating onboarding activities, and ensuring all critical requirements are met before transitioning clients to their assigned Client Experience Manager (CEM). This role blends client relationship management, meeting facilitation, and operational coordination to ensure a smooth and consistent transition experience.

• Serve as the primary point of contact for newly acquired clients during onboarding, delivering a welcoming, high-touch experience and setting clear expectations for their transition into Net at Work.
• Lead and facilitate onboarding and introduction meetings with clients and internal stakeholders, ensuring conversations are structured, productive, and build client confidence.
• Coordinate and schedule onboarding and introductory meetings within defined timelines, ensuring a seamless transition to the assigned Client Experience Manager (CEM).
• Act as a client concierge by connecting clients with the appropriate internal experts (e.g., Practice Directors, Consulting Managers, CEMs, Sales, and other support teams) as needs arise.
• Build strong relationships with executive and operational stakeholders by quickly establishing trust, adapting communication style, and proactively addressing questions or concerns.
• Monitor client sentiment throughout onboarding, de-escalating issues when needed, and ensuring concerns are resolved or appropriately escalated prior to CEM handoff.
• Gather and validate key onboarding requirements (e.g., credentials, system access, and other transition-related information) to support continuity of service and successful migrations.
• Track onboarding progress against defined milestones (first touch, meetings, credential completion, CSAT, and transition readiness) and maintain accurate reporting.

• 1-3 years of experience in a customer-facing role such as Customer Success, Client Experience, Account Management, Project Coordination, hospitality, or a similar service-oriented environment.
• Experience in onboarding, implementation, client transitions, or M&A integration preferred.
• Demonstrated experience facilitating client or stakeholder meetings.
• Strong interpersonal skills and comfort working across multiple business units.
• Familiarity with CRM systems;
  Microsoft Dynamics experience preferred.
• Ability to manage multiple client onboarding journeys simultaneously with strong attention to detail.

This job may require access to customer information, systems, and/or premises. As a result, this job may require customer approval for such access as an essential job function.

• Client Champion - Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.
• Problem Solver - Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper - Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator -Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust…