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NeolytixClient Onboarding Specialist - WFH
Neolytix is looking for a remote Client Onboarding Specialist to act as the main contact for new clients between signing and service launch. The specialist opens…
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About This Role
Neolytix is looking for a remote Client Onboarding Specialist to act as the main contact for new clients between signing and service launch. The specialist opens the relationship with kickoff meetings that pin down goals, service boundaries, the people to reach, schedules and what each side expects, then keeps clients informed of progress. The job is heavily about planning and coordination. The specialist studies the sales handover to learn what…
Job Description
Neolytix is looking for a remote Client Onboarding Specialist to act as the main contact for new clients between signing and service launch. The specialist opens the relationship with kickoff meetings that pin down goals, service boundaries, the people to reach, schedules and what each side expects, then keeps clients informed of progress.
The job is heavily about planning and coordination. The specialist studies the sales handover to learn what was promised, builds onboarding plans, checklists and milestone trackers, and draws on Sales, Operations, Account Management, IT and Finance to complete tasks. Dependencies are tracked, outstanding items chased, and risks that could affect timing or readiness raised early.
Before launch the specialist gathers and checks client documents, workflows and access needs, sets up accounts and systems with the relevant teams, and confirms approvals and readiness checks are done. Transition notes record what the client needs, how work should flow, who the contacts are and what is still open.
After launch the specialist runs onboarding sessions and system walkthroughs, supplies guides and reference materials, hands the client over to whichever account manager or delivery group is assigned, and follows up to confirm the transfer is complete. Client feedback is used to refine templates, checklists and standard procedures.
Responsibilities
- Act as the primary contact for new clients throughout onboarding
- Hold kickoff calls to settle goals, service boundaries, people to reach, schedules and expectations
- Explain onboarding steps, client duties and post-launch support arrangements
- Read sales handover material to confirm agreed services and commitments
- Maintain onboarding roadmaps, task lists, schedules and milestone boards
- Partner with sales, ops, account teams, IT, Finance and others on onboarding tasks
- Track dependencies and outstanding items, and chase them to avoid delays
- Raise onboarding risks that could affect timelines, readiness or the client experience
- Collect and check each client's paperwork, process details and access needs
- Maintain client records and onboarding status in CRM and project tools
- Coordinate account setup, system access and configuration with technical teams
- Confirm approvals, documentation and readiness checks before go-live
- Draft transition notes on what the client needs, how work should run, who to contact and what remains open
- Run onboarding sessions, process walkthroughs and system training
- Equip customers with walkthrough guides, reference documents and support steps
- Move clients to the account manager or service delivery group and follow up after launch
- Give status updates on active onboarding work, including slippage and escalations
- Collect client feedback and refresh templates, checklists and SOPs
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is the role remote?
Yes. The listing is marked remote, and the title refers to work from home.
Is pay listed?
No salary or pay range is stated in the posting.
What qualifications are required?
The posting does not list specific qualifications or years of experience.
What happens at handover?
After launch the specialist transfers the client to the account manager or delivery group that has been assigned and confirms the handover is complete.
How do I apply?
The posting does not describe an application method.
Sample Interview Questions
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