Client Activation Specialist
Core
Operational launch of new client accounts during the acquisition pilots phase, managing initial company setup, onboarding hiring managers, and coordinating financing and system integrations.
Role type
Client Activation Specialist (Customer Onboarding & Success)
Builds
Seamless client onboarding and account setup for a freelance marketplace platform
Domain
Freelance marketplace / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Customer Experience Management, Operations, Account Management, CRM tools, client interviews, product demos, process optimization, stakeholder management
Preferred skills
Business acumen, conflict resolution, knowledge management (Notion), automation
Technologies
Notion, CRM tools
Responsibilities
Set up companies for initial staffings and projects, onboard hiring managers, conduct product demos, formalize client processes in Notion, hand over accounts to customer administrators, partner with Sales account executives, scale processes by identifying pain points and collaborating with Product teams
Seniority
Mid-level (3-5 years experience)
