The Onboarding Specialist will play a vital role in supporting the Customer Success Director by ensuring seamless client onboarding and ongoing engagement. Responsibilities: • Assist with client onboarding by preparing resources and guiding new clients. • Deliver resources to clients, ensuring timely access to materials. • Schedule and manage weekly calls, including host coordination and video uploads. • Track and manage payment plans, ensuring timely follow-up with clients. • Send weekly meeting reminders via email and text to clients for both collecting and managing testimonials from program participants. • Assist in planning and executing graduation events. • Conduct orientation calls to onboard new clients and set clear expectations. • Track client milestones and report progress to the Customer Success Director. • Communicating in Skool daily. • Recovering churned or cancelled accounts. Key Performance Indicators (KPIs) • Onboarding completion rate ≥ 95%. • Timeliness of resource delivery (within 24 hours) ≥ 90%. • Weekly call participation rate ≥ 80% report here. • Meeting reminders sent on time ≥ 95% -should be automated. • Testimonial collection rate ≥ 50% of graduated clients. • Payment plan follow-up accuracy ≥ 95%. • Milestone tracking accuracy ≥ 100%. • Maintaining a churn rate of 5%. Qualifications: Experience & Background • 1–2 years of experience in customer success, client services, or a related administrative/support role. • Experience in online education programs, coaching businesses, or SaaS platforms is a plus. • Familiarity with client onboarding and engagement best practices. Skills • Strong organizational and time management skills; ability to handle multiple tasks and meet deadlines. • Excellent communication skills (written and verbal), especially in client-facing contexts. • Tech-savvy; comfortable using platforms like Zoom, Google Suite, CRMs, Skool, and automation tools (e.g., Zapier, Slack, GHL, email/text automation). • Detail-oriented with a strong ability to track client milestones and manage follow-ups. Attitude & Work Ethic • Proactive, reliable, and able to work independently with minimal supervision. • High emotional intelligence and empathy in working with clients. • Results-driven and accountable to key performance metrics. Preferred (but not required) • Experience with video uploads, meeting hosting, and light event coordination (virtual or in-person). • Familiarity with testimonial gathering, review management, and community engagement tools. • Understanding of payment plans, collections, or basic billing systems.

• Assist with client onboarding by preparing resources and guiding new clients. • Deliver resources to clients, ensuring timely access to materials. • Schedule and manage weekly calls, including host coordination and video uploads. • Track and manage payment plans, ensuring timely follow-up with clients. • Send weekly meeting reminders via email and text to clients for both collecting and managing testimonials from program participants. • Assist in planning and executing graduation events. • Conduct orientation calls to onboard new clients and set clear expectations. • Track client milestones and report progress to the Customer Success Director. • Communicating in Skool daily. • Recovering churned or cancelled accounts.Key Performance Indicators (KPIs) • Onboarding completion rate ≥ 95%. • Timeliness of resource delivery (within 24 hours) ≥ 90%. • Weekly call participation rate ≥ 80% report here. • Meeting reminders sent on time ≥ 95% -should be automated. • Testimonial collection rate ≥ 50% of graduated clients. • Payment plan follow-up accuracy ≥ 95%. • Milestone tracking accuracy ≥ 100%. • Maintaining a churn rate of 5%.