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

Proficient level of English (written and spoken)
Excellent interpersonal and communication skills
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
Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (spreadsheets, document management)
Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach
Positive attitude and the ability to learn and adapt quickly
Ability to understand and follow established processes accurately with minimal supervision
Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs
Interested in long-term career opportunities
Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet

Client Onboarding Specialist, AI Tools

Key skills