Job Title: Client Onboarding Specialist - (HR31578).
Location: Remote (EST Time Zone).
Salary Range: 1500 to 2000 USD/month (final amount based on candidate’s final interview).
Work Schedule: Monday to Friday, 7:00 AM to 4:00 PM, 8:00 AM to 5:00 PM, or 9:00 AM to 6:00 PM (EST), flexible within this range.
Note: Independent contractor position.
Company overview:
Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.
About the company:
Sagan represents a fast-growing, product-focused tech company that provides a global group gifting, swag, rewards, and recognition platform. Their platform empowers companies to send curated or customizable gifts to groups of 5 to 10,000 recipients with ease. The company is headquartered in New York and is known for its collaborative, fast-moving culture and dedication to customer excellence.
Position overview:
As a Client Onboarding Specialist, you will guide new customers through the early stages of their journey, from account setup to hands-on product training. You will be the main point of contact during implementation, helping clients feel confident and engaged while aligning platform features with their business goals. This strategic, relationship-focused role drives product adoption, long-term satisfaction, and retention.
Key responsibilities:
* Lead new customers through the onboarding process, from setup to full product training.
* Act as the primary point of contact during onboarding, building strong and trusted relationships.
* Customize onboarding experiences based on each customer’s business goals and use cases.
* Deliver engaging, outcome-driven training sessions to boost user confidence and adoption.
* Collaborate cross-functionally with Product, Sales, and Customer Success teams to ensure a consistent customer experience.
* Identify early signs of friction or opportunity in accounts and communicate them to internal teams.
* Document customer goals and platform use cases to support long-term success.
* Continuously refine onboarding materials based on customer feedback and feature changes.
* Create excitement and promote best practices to drive early product value.
* Monitor onboarding milestones and progress to ensure client timelines and goals are met.
Qualifications:
* 1-2 years of experience in a customer-facing, onboarding, or training role.
* Excellent written and verbal English skills.
* Strong listening and communication skills; comfortable engaging with diverse customers.
* Process-driven, organized, and attentive to detail.
* Positive, adaptable, and able to work in a dynamic, fast-paced team.
* Comfortable with remote tools and working independently.
* Available to work full-time within EST hours (7 AM to 6 PM flexibility as noted).
* Motivated to contribute to a mission-driven startup environment.
Nice-to-haves:
* Background in SaaS, customer onboarding, or employee engagement tools.
* Familiarity with onboarding or CRM software.
* Fluency in additional languages.
