Tech Legion · 1 week ago
Client Onboarding Specialist
Orem, UT
Full-time
Onsite
Entry Level
$55K/yr - $58K/yr
1+ years expTech Legion is focused on delivering exceptional client service, and they are seeking a Client Onboarding Specialist to ensure the successful transition of new clients into active service. This role involves coordinating the onboarding process, managing client communications, and collaborating with internal teams to enhance the client experience.
ComputerIT ManagementProfessional ServicesTechnical Support
Responsibilities
Coordinate and manage the entire client onboarding process, ensuring timely and accurate completion of all required steps
Serve as the primary point of contact for new clients, addressing questions and providing clear guidance throughout the onboarding journey
Collaborate with sales, legal, compliance, and service delivery teams to collect and verify client documentation and information
Develop and maintain onboarding materials, checklists, and workflows to improve efficiency and client experience
Track onboarding progress and report on key metrics to management, identifying and resolving any bottlenecks or issues promptly
Conduct client orientation sessions to familiarize clients with company processes, tools, and points of contact
Continuously gather client feedback to enhance the onboarding process and ensure alignment with client expectations
Qualification
Required
1–3 years of experience in an MSP, IT support, or technical operations role (service desk, onboarding, or similar)
Working knowledge of core IT concepts, including user/device onboarding, identity and access management, basic networking, and endpoint management
Experience following documented processes and completing work using checklists, ticketing systems, and standard operating procedures
Strong documentation skills, with the ability to clearly record technical details for use by support and other internal teams
Clear written and verbal communication skills, especially when coordinating with clients
Ability to manage multiple tasks and timelines while maintaining accuracy and attention to detail
Comfort working with cloud-based environments, such as Microsoft 365, Azure AD/Entra ID, or similar platforms
Benefits
Health
Dental
Vision
401k
Life Insurance
Company
Tech Legion
At Tech Legion, we elevate your business with top-tier IT solutions! 🚀 As your trusted outsourced IT department and managed service provider, we specialize in delivering seamless, reliable, and innovative technology services tailored to your needs.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-01-09
Company data provided by crunchbase