Client Onboarding Specialist - WFH
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 24d ago
The date the source published, not the day we noticed it (2026-10-09). Last seen at its source 3h ago.
We have tracked this listing since 18 Oct 2026 (15 days). The employer's own board has carried it every time we have read it, most recently 3 hours ago.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
JazzHR employer's own board first seen 15d ago · last seen 3h ago
The listing
Key Responsibilities
Client Communication and Relationship Management
- Serve as the primary point of contact for new clients throughout the onboarding process.
- Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations.
- Provide regular progress updates and promptly address client questions or concerns.
- Explain onboarding requirements, client responsibilities, and the support process after launch.
Onboarding Planning and Coordination
- Review sales handover documentation to understand agreed services, commitments, and client requirements.
- Develop and maintain onboarding plans, checklists, timelines, and milestone trackers.
- Coordinate with Sales, Operations, Account Management, IT, Finance, and other relevant teams to complete onboarding activities.
- Track dependencies and outstanding requirements, following up with stakeholders to prevent delays.
- Identify onboarding risks and escalate issues that may affect timelines, service readiness, or the client experience.
Documentation and Service Readiness
- Collect and validate client information, required documents, workflow details, and access requirements.
- Maintain accurate client records and onboarding status updates in CRM and project management systems.
- Coordinate account setup, system access, configuration, and other implementation requirements with the appropriate teams.
- Confirm that required approvals, documentation, and readiness checks are completed before service launch.
- Prepare handover documentation covering client requirements, agreed workflows, key contacts, and unresolved items.
Client Training and Handover
- Organize onboarding sessions, process walkthroughs, and training on relevant systems or services.
- Provide clients with guides, reference materials, and clear instructions for accessing ongoing support.
- Coordinate the transition to the assigned account manager or service delivery team.
- Follow up after launch to confirm that initial concerns are addressed and the handover is complete.
Reporting and Process Improvement
- Maintain visibility into active onboarding projects, milestones, delays, and escalations.
- Gather client feedback to identify opportunities to improve the onboarding experience.
- Update onboarding templates, checklists, and standard operating procedures.
- Recommend improvements that reduce rework, shorten onboarding timelines, and strengthen coordination.