Client Onboarding Specialist

TL;DR

Client Onboarding Specialist: Leading the post-sale implementation and onboarding for SaaS product solutions, ensuring a positive client experience. Focus on tailoring implementation plans, project management with clear milestones, and cross-functional collaboration to optimize the client journey.

Location: Remote (United States only)

Salary: $83,300 - $116,600 USD

Company

hirify.global is a leader in AI-powered solutions that automate critical private market workflows across the fund lifecycle.

What you will do

• Serve as the main point-of-contact during client onboarding, understanding needs and tailoring implementation plans.
• Develop and manage project plans with clear milestones, ensuring alignment with client goals.
• Proactively communicate project progress and reinforce the value of SaaS solutions.
• Collaborate cross-functionally with Implementation Associates, Sales, Product, and Support.
• Optimize client experience by delivering early value and collecting feedback for process improvement.

Requirements

• 4+ years of relevant experience in client onboarding, product implementation, and project management, ideally in B2B SaaS.
• Demonstrated ability to build strong client relationships and prioritize their success.
• Skilled in creating and managing project plans with achievable timelines and clear milestones.
• Capable of identifying potential risks and implementing proactive solutions.
• Strong verbal and written communication skills to translate complex processes.
• Must be based in the United States.

Culture & Benefits

• Remote-first working policy with office hubs in SF, NYC, Santa Barbara, and London.
• Twice yearly team offsites for in-person collaboration.
• Paid flexible time off and parental leave.
• Employer-supported retirement contributions and monthly phone/internet reimbursement.
• Company-sponsored LinkedIn Learning accounts and professional development budgets.
• Various options for medical, dental, and vision insurance.
• Commitment to inclusion and equitable hiring experience.