Customer Onboarding Consultant

Company

BuzzTech Media

Salary / Compensation

• Competitive base salary

Overview / Job Description

BuzzTech Media is a digital solutions company helping businesses and professionals work more efficiently through virtual assistance and digital support services.

The company is seeking a Customer Onboarding Consultant to serve as a trusted point of contact for new clients throughout the onboarding process. The role focuses on welcoming clients, understanding their needs and workflows, coordinating internal setup, managing expectations, and ensuring a smooth transition into ongoing account support.

This is an entry-level opportunity suited to someone who is client-focused, organized, tech-savvy, and comfortable working in a fast-paced remote environment. Previous customer onboarding, client services, or sales experience is preferred but not required.

Responsibilities

Client Onboarding

• Welcome new clients and guide them through the onboarding process
• Conduct virtual onboarding calls
• Understand client needs, goals, workflows, and expectations
• Explain onboarding steps and establish clear expectations
• Ensure clients understand the services being provided

Client Relationship Management

• Serve as a trusted point of contact during onboarding
• Build positive relationships with new clients
• Address client questions and concerns
• Provide timely communication and follow-up
• Escalate issues when necessary

Internal Coordination & Setup

• Coordinate with internal teams to ensure accurate client setup
• Communicate client requirements and expectations to relevant teams
• Ensure services are set up correctly and on time
• Coordinate next steps throughout the onboarding process

CRM & Progress Tracking

• Track onboarding progress using CRM systems
• Maintain detailed and accurate client records
• Document client requirements, communications, and next steps
• Monitor outstanding onboarding tasks and follow up as needed

Transition to Account Support

• Ensure a smooth transition from onboarding to ongoing account support
• Confirm that client expectations and requirements are properly communicated
• Identify potential issues before they affect the client experience
• Support a positive long-term client relationship

Requirements

Experience

• Customer onboarding, client services, or sales experience preferred but not required
• Experience communicating directly with clients is advantageous
• Remote work experience is beneficial

Skills & Competencies

• Strong communication skills
• Excellent relationship-building abilities
• Strong organizational skills
• Excellent follow-up and attention to detail
• Customer-focused mindset
• Strong problem-solving abilities
• Professional and positive attitude
• Solution-oriented approach
• Comfortable working in a fast-paced environment
• Tech-savvy and comfortable learning new tools
• Ability to learn new processes quickly
• Strong CRM and recordkeeping abilities
• Ability to work independently in a remote environment

Candidate Profile

You SHOULD Apply If

• You enjoy helping new clients get started successfully
• You are comfortable conducting virtual client calls
• You have strong communication and relationship-building skills
• You are highly organized and reliable with follow-ups
• You pay close attention to client requirements and details
• You are comfortable coordinating with multiple internal teams
• You are tech-savvy and learn new software quickly
• You approach problems with a positive, solution-oriented mindset
• You can work effectively in a fast-paced remote environment
• You want to develop a career in customer success, onboarding, or client services

You Should NOT Apply If

• You are uncomfortable speaking directly with clients
• You struggle with organization or follow-up
• You have difficulty managing multiple onboarding tasks
• You are uncomfortable using CRM systems or learning new technology
• You struggle to communicate client requirements clearly
• You require constant supervision
• You are uncomfortable working in a fast-paced environment
• You do not enjoy solving client problems or addressing concerns

Other Information

Additional Benefits / Highlights

• Fully remote
• Full-time position
• Entry-level opportunity
• Competitive base salary
• Performance-based bonuses
• Medical benefits
• Dental benefits
• 401(k)
• Paid time off
• Structured remote support
• Collaborative team environment
• Growth-oriented company culture