Onboarding Specialist

Job Summary

A company is looking for an Onboarding Specialist to support successful exits for entrepreneurs.

Key Responsibilities:

• Conduct welcome outreach within 1 business day of checkout and verify seller information
• Deliver onboarding education and schedule meetings with clients
• Log activities in CRM and maintain accurate client data

Required Qualifications:

• Experience in customer-facing roles with a focus on high-quality service
• Ability to analyze financial and operational data from eCommerce platforms
• Proven capability to manage multiple priorities and meet deadlines
• Familiarity with tools such as HubSpot, Slack, and Zoom
• Self-motivated with a proactive and solutions-focused mindset