We provide elite-level virtual support to high-performing entrepreneurs, CEOs, and founders. As our Client Onboarding Specialist, you will play a critical role in ensuring that every new client has a seamless and exceptional onboarding experience with us. You’ll be responsible for guiding our clients through the initial stages of working with Swifli, ensuring that all details are covered and they feel well-supported and informed.

 

If you enjoy working in a fast-paced environment, have a strong focus on customer experience, and are dedicated to providing world-class service, you’ll thrive in this role.

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Core Responsibilities

• Manage the end-to-end client onboarding process, ensuring a smooth and timely transition from sales to service delivery
• Serve as the first point of contact for new clients, answering questions and providing guidance on Swifli’s services
• Gather necessary client information (preferences, goals, processes) and ensure that all data is accurately entered into our systems
• Set up and manage client accounts, calendars, workflows, and tools needed for service delivery
• Create and send personalized onboarding materials, including guides, documentation, and service details
• Conduct onboarding calls or meetings to ensure clients are clear on the process, expectations, and how we can best support them
• Collaborate with internal teams to ensure all client requirements and expectations are met from day one
• Proactively follow up with clients after onboarding to ensure satisfaction and address any concerns or adjustments needed
• Continuously improve the onboarding process based on feedback and observations

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Requirements

• 2+ years of experience in client-facing roles, with a focus on onboarding, customer success, or project management
• Strong organizational skills and attention to detail
• Exceptional communication skills—professional, clear, and empathetic in both writing and speaking
• Ability to manage multiple clients and projects simultaneously without compromising quality
• Comfortable using project management tools (e.g., Asana, Notion) and communication platforms (e.g., Slack, Zoom)
• Proactive and solutions-oriented with a focus on customer satisfaction
• Ability to work independently and in a team, while managing various time zones and client needs
• Experience with remote work or managing virtual teams is a plus

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Ideal Candidate

• Has experience managing client relationships and expectations
• Brings a client-first mindset and excels at making clients feel valued and supported
• Has excellent problem-solving abilities and can identify and resolve client challenges quickly
• Is highly organized, with the ability to prioritize tasks effectively and manage deadlines
• Demonstrates strong interpersonal skills and builds trust with clients effortlessly
• Understands the nuances of working in a high-performance, service-oriented environment

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What You’ll Love About Swifli

• 100% remote work with elite global clients
• A collaborative, high-performing team redefining modern executive support
• Real growth opportunities in a premium support agency
• Supportive, ambitious culture with high standards and zero micromanagement
• Competitive salary, performance-based bonuses, and long-term career advancement

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How to Apply

Please fill out the form below or send your résumé and a tailored cover letter to careers@swifligroup.com. Include an example of how you’ve successfully onboarded clients in a previous role—what steps you took, how you ensured a positive experience, and the result.

 

We’re only reviewing applications from candidates who are highly organized, customer-focused, and experienced in providing world-class client support.

 

Only the exceptional will make it through.

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