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Client Onboarding Specialist

CodeForceNew York, NY

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote

Job Description

Job Title: Technical Onboarding Specialist

Location: Remote / Onsite Employment Type: Full-Time

Job Overview

We are seeking a highly motivated Technical Onboarding Specialist with hands-on experience in Technical Helpdesk Support and IT Services. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing initial technical training, and ensuring a smooth transition into our services. This role requires strong troubleshooting abilities, excellent communication skills, and a customer-focused mindset.

Key Responsibilities

  • Manage the end-to-end onboarding process for new clients.
  • Conduct onboarding sessions and technical training for customers.
  • Configure, deploy, and support IT systems, software, and services.
  • Provide Level 1 and Level 2 technical support to clients.
  • Troubleshoot hardware, software, network, and application-related issues.
  • Assist clients with account setup, system integrations, and user provisioning.
  • Coordinate with internal technical teams to resolve escalated issues.
  • Create and maintain onboarding documentation, knowledge base articles, and SOPs.
  • Monitor onboarding progress and ensure successful client adoption.
  • Maintain high customer satisfaction through effective communication and timely issue resolution.

Required Qualifications

  • Bachelor's degree in Computer Science, Information Technology, or a related field (preferred).
  • 2+ years of experience in Technical Support, Helpdesk Support, IT Services, or a similar role.
  • Strong understanding of Windows, Microsoft 365, networking fundamentals, and cloud-based applications.
  • Experience supporting end-users in a managed services (MSP) or IT services environment.
  • Excellent troubleshooting and problem-solving skills.
  • Strong verbal and written communication skills in English.
  • Ability to manage multiple onboarding projects simultaneously.
  • Experience with ticketing systems and CRM platforms.

Preferred Qualifications

  • Experience with VoIP systems and troubleshooting.
  • Familiarity with Active Directory, Azure AD, Microsoft 365 Administration, and remote support tools.
  • Experience in MSP environments and client-facing technical roles.
  • Relevant IT certifications (CompTIA A+, Network+, Microsoft Certifications) are a plus.

Key Skills

  • Technical Onboarding
  • Customer Success
  • IT Helpdesk Support
  • Microsoft 365
  • Networking Fundamentals
  • Troubleshooting
  • Client Training
  • Documentation
  • VoIP Support
  • MSP Operations

Salary: Market Competitive (Based on Experience)

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FAQs About Client Onboarding Specialist Jobs at CodeForce

What is the work location for this position at CodeForce?
This job at CodeForce is located in New York, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at CodeForce?
Employer has not shared pay details for this role.
What employment applies to this position at CodeForce?
CodeForce lists this role as a Full-time position.
What experience level is required for this role at CodeForce?
CodeForce is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at CodeForce?
You can apply for this role at CodeForce either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.