Client Onboarding Specialist

• Manage the end-to-end customer onboarding process from subscription activation to successful implementation and product adoption.
  

• Conduct customer kickoff and discovery meetings to understand business requirements target markets and expected outcomes.
  

• Configure customer accounts workspaces user access and relevant product settings.
  

• Set up AI SDR agents prospecting strategies email sequences follow-up workflows and campaign configurations.
  

• Assist customers with Ideal Customer Profile (ICP) definition prospect segmentation lead qualification and target account identification.
  

• Configure AI agents prompts instructions and automated workflows using Agent Studio.
  

• Coordinate integrations with supported CRM platforms email accounts calendars APIs and other business applications.
  

• Conduct product demonstrations onboarding sessions and customer training on AI SDR Agent Studio campaign management and reporting.
  

• Monitor campaign performance product adoption customer engagement and implementation progress recommending improvements where necessary.
  

• Manage customer accounts and serve as the primary point of contact for queries follow-ups implementation updates and escalations.
  

• Troubleshoot routine product configuration campaign setup workflow and integration issues coordinating with Product and Engineering teams when required.
  

• Build strong customer relationships identify retention risks support renewals and identify upselling and cross-selling opportunities.
  

• Lead and mentor existing onboarding team members allocate customer accounts assign tasks and monitor team productivity.
  

• Develop and maintain onboarding SOPs implementation checklists training materials escalation procedures and customer documentation.
  

• Track onboarding timelines customer satisfaction account health issue resolution and team performance through regular reports.
  

• Collaborate with Sales Presales Marketing Product Engineering and Customer Support teams to ensure effective customer implementation and service delivery.
  

• Ensure compliance with company policies on data protection information security customer confidentiality and responsible AI usage.
  

• Identify opportunities to improve onboarding efficiency customer experience product adoption and overall operational performance.
  

• Bachelors degree in Business Administration Marketing Information Technology Computer Science or a related discipline.
  

• 5-10 years of experience in SaaS onboarding customer success account management implementation or technical customer support.
  

• Prior experience managing mentoring or coordinating team members is strongly preferred.
  

• Strong understanding of B2B sales processes outbound prospecting lead generation and CRM workflows.
  

• Familiarity with AI tools AI agents prompt engineering and workflow automation.
  

• Working knowledge of CRM platforms such as HubSpot Salesforce Zoho CRM or equivalent.
  

• Understanding of campaign configuration email deliverability and application integrations.
  

• Ability to troubleshoot routine technical issues and communicate technical concepts clearly to non-technical customers.
  

• Excellent verbal and written English communication skills.
  

• Strong customer relationship management presentation problem-solving and organizational skills.
  

• Ability to manage multiple customer accounts prioritize competing requirements and meet deadlines.
  

• Experience developing SOPs onboarding processes customer documentation and performance reports.
  

• Strong ownership leadership accountability and a customer-first mindset.
  

• Experience with AI SDR platforms sales engagement tools marketing automation or AI agent platforms.
  

• Familiarity with no-code or low-code automation APIs webhooks and workflow design.
  

• Knowledge of SPF DKIM DMARC and responsible outbound email practices.
  

• Experience with customer retention renewals account health monitoring and churn prevention.
  

• Familiarity with GDPR data protection and responsible B2B outreach practices.
  

• Experience supporting international B2B SaaS customers across the UK US Europe or other global markets.
  

• Timely and successful customer onboarding and implementation.
  

• Effective configuration and deployment of AI SDR campaigns and AI agents.
  

• Improved customer adoption engagement and satisfaction.
  

• Timely resolution and escalation of customer issues.
  

• Strong customer retention and identification of account growth opportunities.
  

• Effective onboarding team management productivity and delivery quality.
  

• Consistent documentation SOP compliance and process improvement.
  

Overall Objective: To build and manage a structured scalable onboarding and account management function for ensuring faster customer implementation effective AI adoption improved customer retention and consistent team performance.