Client Onboarding Specialist

POSITION OVERVIEW:

The Client Onboarding Support Specialist helps new clients launch successfully on Opiniion’s platform by guiding them from signed agreement through implementation, setup, and early adoption. This role is a strong entry point for someone who wants to grow into customer-facing SaaS work while building practical skills in onboarding, communication, project coordination, and AI-assisted workflow execution inside a fast-growing tech company.

You will partner closely with customers and internal teams to keep launches organized, remove friction, and create a smooth, confident first experience with Opiniion. The right person is proactive, coachable, detail-oriented, and excited to learn how strong onboarding drives long-term customer success.

• Manage core steps of the onboarding process for new clients, helping each account move smoothly from post-sale handoff to successful launch.
• Partner with Sales and internal stakeholders to understand client goals, scope, timelines, and setup needs before implementation begins.
• Keep onboarding tasks, milestones, and follow-up actions organized so customers and teammates stay aligned.

• Support the configuration and setup of Opiniion’s platform based on each client’s needs and intended workflow.
• Guide customers through onboarding calls, training moments, and next steps in a clear, confident, and customer-friendly way.
• Help customers understand best practices so they can adopt the platform quickly and successfully.

• Maintain clear communication with clients throughout onboarding, including progress updates, upcoming milestones, and any issues that need attention.
• Identify risks, blockers, or confusion early and elevate appropriately so launches stay on track.
• Work cross-functionally with Support, Customer Success, Product, and other internal partners to resolve onboarding issues quickly.
• Maintain accurate records of onboarding activities, client requests, configuration decisions, and launch outcomes.
• Capture customer feedback and implementation learnings so the onboarding experience continues to improve.
• Help refine internal playbooks, templates, and repeatable processes that make onboarding more efficient and consistent.

• Use AI-supported tools responsibly to summarize customer context, prepare meeting notes, identify onboarding risks, and improve workflow efficiency without sacrificing quality.
• Learn and apply new tools, automation opportunities, and process improvements that increase team leverage and customer clarity.
• Follow privacy, access, and secure-data practices when using any internal systems or AI-assisted workflows.

• 1+ years of experience in onboarding, implementation, customer support, customer success, training, hospitality, project coordination, or another customer-facing role, or equivalent internship, academic, or hands-on experience.
• Strong written and verbal communication skills with the ability to explain next steps clearly and professionally.
• Excellent organization and follow-through across multiple tasks, timelines, and client needs.
• Comfort learning new software quickly and using systems consistently.
• Sound judgment, coachability, and a proactive approach to problem-solving.
• Interest in using AI tools thoughtfully and responsibly as part of everyday work.

• Experience in SaaS, proptech, property management, or another technology-enabled service environment.
• Experience supporting customer onboarding, implementation, training, or account setup workflows.
• Familiarity with tools such as Hub Spot, Click Up, Google Workspace, Slack, or similar platforms.
• Experience…