Job Title

Exp required - 3-6 years exp Shift Timing - 1pm -10pm . We are seeking a proactive and detail-oriented Onboarding & Project Coordination Specialist to manage the internal onboarding process for clients. This role involves completing all onboarding steps meticulously, coordinating with key stakeholders including sales representatives and client partners, and maintaining accurate onboarding records. The specialist will also support project communication and coordination during the initial 30–45 days of client engagement, ensuring a smooth transition into our systems and processes. Key Responsibilities: Client Onboarding & Communication: Coordinate and participate in client meetings during the onboarding phase (first 30–45 days). Ensure clients are properly set up in internal systems and data management platforms. Maintain clear and consistent communication between clients and internal teams. Monitor client satisfaction and proactively address concerns or feedback. Maintain accurate records of onboarding activities, including forms and meeting notes. Role Requirements: Ability to handle sensitive and confidential information with discretion. Proficiency in Microsoft 365. Experience using CRM tools like HubSpot/Microsoft Team Channels (preferred). 3–4 years of experience in client onboarding, project coordination, or customer success. Strong organizational and time management skills with attention to detail. Excellent communication and interpersonal abilities to work effectively with cross-functional teams. The person is expected to work every alternate Saturday for a half-day, meaning attendance is required on those Saturdays. The shift runs from 1:00 PM to 10:00 PM , with flexibility based on process needs. Currently, we’re looking for someone available to work this full shift.