Tech Stack
Job Description, Responsibilities & Requirements
About the Position
As the Onboarding Specialist, you will be responsible for guiding B2B clients through the onboarding process, ensuring a smooth and successful transition into our services. You will serve as a trusted point of contact for new clients, helping them navigate onboarding milestones, coordinating with internal teams, and setting the foundation for long-term customer success.
About the Company
Aidey is an AI-first Business Process Outsourcing company - the human layer powering the world's most ambitious AI-native companies. We staff the last mile of customer experience, technical success, back-office operations, and sales, operating remotely from the Philippines. Every process we run is designed AI-first and finalized by a senior human, so our clients inherit better quality, faster cycles, and a lower cost base. Trusted by global brands including Nokia and Wix, Aidey is where human intelligence meets machine scale.
Responsibilities
- Serve as a primary point of contact for new customers during the onboarding process
- Guide customers through onboarding milestones and ensure a smooth transition
- Schedule and coordinate onboarding meetings, training sessions, and follow-up calls
- Maintain regular communication with customers to provide updates and answer questions
- Collect and organize customer information required for successful onboarding
- Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time
- Track onboarding progress and proactively follow up on outstanding items
- Document customer interactions, onboarding activities, and key account details within company systems
- Identify potential onboarding challenges and escalate issues when necessary
- Help create a positive customer experience by ensuring customers feel supported throughout the onboarding journey
- Assist with process improvements and documentation related to onboarding workflows
- Support customer retention efforts by helping customers achieve a successful launch experience
Requirements
- Excellent English communication skills: verbal, written, and reading – MUST
- Previous experience onboarding B2B clients – MUST
- Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role – MUST
- Strong interpersonal skills, with the ability to build rapport with clients
- Experience managing client relationships and guiding customers through implementation or onboarding processes
- Detail-oriented with a focus on providing exceptional customer service
- Strong organizational and project coordination skills
- Ability to work independently as well as collaboratively within a team environment
We Offer
- Fully remote, long-term opportunity
- Work directly with US-based teams
- Stable full-time schedule
- Clear processes and structured work
- Opportunity to grow into higher-level roles