Client Onboarding Specialist

About the Company

TrueNorth Partners Consulting is an Atlanta-based consulting firm serving clients who need structured, results-driven guidance to navigate business challenges. The firm appears to operate across client-facing service engagements, bringing strategic and operational support to organizations looking to improve performance and outcomes. With a consulting model built on relationships and responsiveness, TrueNorth Partners likely works with a diverse client portfolio that demands consistent, high-quality service delivery. The team values reliability and clear communication — qualities that run through every client interaction from day one.

About the Role

TrueNorth Partners Consulting is actively looking to fill this role and is moving quickly through the hiring process. As a Client Onboarding Specialist, you'll be the first point of contact guiding new clients through their initial experience with the firm — setting the tone for every relationship that follows. This is an excellent entry point for someone eager to build a career in client services, with direct exposure to consulting operations and real ownership of client outcomes from day one.

Responsibilities

• Manage end-to-end onboarding for new clients, ensuring a smooth, organized transition from contract signing through full activation
• Serve as the primary point of contact for clients during the onboarding phase, answering questions and resolving early concerns promptly
• Maintain accurate and up-to-date client records within the CRM platform, tracking onboarding milestones and flagging delays
• Coordinate internally with consulting and operations teams to align on client needs, timelines, and deliverables
• Prepare and send onboarding documentation, welcome materials, and follow-up communications using Microsoft Office tools
• Monitor onboarding progress against defined benchmarks and proactively communicate status updates to clients and internal stakeholders
• Participate in team meetings with flexible availability, supporting a remote team that may span multiple time zones or scheduling windows

What we're looking for

• 0–2 years of experience in client services, onboarding, account coordination, or a related customer-facing role
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams) for daily communication and documentation tasks
• Hands-on experience with or demonstrated ability to quickly learn a CRM platform for client tracking and data management
• Strong written and verbal communication skills with a professional, clear, and friendly client-facing style
• Highly organized with the ability to manage multiple onboarding cases simultaneously without dropping details
• Flexible availability to attend team meetings outside standard hours as scheduling requires across a remote team
• Self-motivated and comfortable working independently in a fully remote environment

Nice to have

• Prior experience in a consulting, professional services, or B2B environment
• Familiarity with CRM tools such as Salesforce, HubSpot, or similar platforms
• Experience coordinating cross-functional tasks or working with project management tools
• Associate's or Bachelor's degree in Business, Communications, or a related field

Skills

Benefits

• Competitive entry-level compensation commensurate with experience
• Fully remote position with flexibility built into how and where you work
• Direct mentorship and on-the-job training that accelerates your growth in client services and consulting
• Clear pathway for advancement within the Client Services department as you build tenure and skill
• Exposure to a wide range of client engagements, giving you broad professional development early in your career
• Collaborative, communicative team culture that keeps remote employees genuinely connected