Remote Client Onboarding Specialist

Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them through the onboarding process and helping convert opportunities into successful, long-term partnerships. This position plays a critical role in ensuring a smooth transition from first conversation to active client. This is an opportunity to join a fast-growing company where your impact is visible, valued, and directly tied to client success. What You’ll Do Guide new and interested clients through Task Buddie’s onboarding process. Conduct onboarding calls to understand client needs, goals, and service fit. Explain service offerings, workflows, and next steps clearly and confidently. Support the transition from sales conversations to active client relationships. Coordinate scheduling, documentation, and follow-ups to ensure a smooth start. Maintain accurate records and notes in the CRM system. Collaborate with sales and leadership teams to improve onboarding workflows and messaging. What You Bring Previous experien…