Job Summary:
We are seeking a Remote Client Onboarding Specialist (AI Tools) to manage the onboarding and intake process for a growing company that develops AI agents for businesses. This role is responsible for conducting onboarding meetings, guiding clients through intake forms, gathering business requirements, and serving as the primary point of contact throughout the onboarding experience. The ideal candidate is personable, organized, and tech-savvy, with the ability to explain AI-related concepts in a simple, client-friendly manner. While advanced technical expertise is not required, candidates should be comfortable discussing technology and learning the fundamentals of AI solutions. A key focus of this role is ensuring clients feel supported, informed, and confident as they transition from sales to implementation. This is an excellent opportunity for a customer-focused professional who enjoys working with people, thrives in a fast-paced environment, and is interested in long-term growth within the rapidly evolving AI industry.
Key Responsibilities:
- Conduct onboarding meetings with new clients via Zoom.
- Guide clients through the intake process and onboarding forms.
- Gather client requirements and communicate key information to the internal team.
- Explain AI solutions, processes, and expectations in a clear, client-friendly manner.
- Serve as the primary point of contact during the onboarding process.
- Ensure clients feel supported, informed, and confident throughout their onboarding experience.
- Maintain accurate client records and onboarding information within CRM and internal systems.
- Coordinate with internal teams to ensure a smooth onboarding process.
- Follow up with clients to gather required information and keep onboarding on track.
- Assist with customer support inquiries and ongoing client communication as needed.
- Learn and maintain a basic understanding of the company's AI solutions and services.
- Perform other duties related to the position as assigned.
Qualifications & Requirements:
- Proficient level of English (written and spoken).
- Excellent interpersonal and communication skills, allowing for effective collaboration with clients, vendors, and colleagues.
- Minimum 1 year of experience in intake, onboarding, customer service, or a client-facing role.
- Ability to conduct professional Zoom meetings independently.
- Tech-savvy with the ability to explain technology-related concepts to clients.
- Comfortable discussing AI tools and technology.
- Highly organized, dependable, and professional.
- Experience with or knowledge of AI tools and technologies is highly preferred.
- Ability to manage multiple tasks in a fast-paced environment.
- Ability to quickly learn new systems, software, and workflows.
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