Client Onboarding Specialist

hace 1 día


San José, San José, Costa Rica Atlas Assistants A tiempo completo

We value learning and growth at Atlas Assistants, providing a dynamic environment where you'll encounter varied aspects of different industries.

Our ideal candidate is a super organized and proactive go-getter who will become an integral part of our team as an Account Manager / Client Onboarding Coordinator.

Your mission is to guarantee our clients and their Executive Assistants kick off their journey with us on the right foot.

As their first port of call, you'll be the cornerstone in building solid, fruitful relationships, laying the groundwork for a successful and collaborative partnership.

About The Role

Key responsibilities include:

  • Onboarding: Craft and maintain detailed records of client preferences for their Inbox, Calendar, and essential company workflows.
  • Client Management: Be the primary beacon for our clients, offering regular updates, addressing queries with professionalism, and maintaining that all-important connection.
  • Communication Champion: Lead crucial onboarding calls, like Ideal Week Planning and Assistant Onboarding Plans, always aiming to fully grasp and meet client expectations.

You'll work closely with clients to understand their needs, document their processes, and provide ongoing support to ensure a seamless onboarding experience.



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