Client Onboarding Coordinator

About the role

We are looking for an organized and detail‑oriented Onboarding Coordinator to manage day‑to‑day client onboarding activities. The role combines data entry, task management, client communication, training coordination and ensures every onboarding step is completed accurately and on time.

Key responsibilities

• Enter and maintain accurate client, property and owner data.
• Track onboarding tasks, statuses, dates and documentation in Asana.
• Review checklists before client hand‑offs and go‑live.
• Handle routine onboarding emails and respond promptly to client queries.
• Schedule training sessions, send invitations and follow up on attendance.
• Coordinate with internal teams to ensure smooth client onboarding.
• Escalate technical, commercial or sensitive client issues to the supervisor.
• Use Claude/AI tools to improve efficiency while personally verifying all client‑facing information.

Required profile

• Minimum 2 years of experience in client onboarding, customer success, client coordination or operations.
• Strong written and spoken English with excellent attention to detail.
• Comfortable working independently in a remote environment with reliable high‑speed internet.
• Ability to work according to the Brisbane time zone.

Required skills

• Proficiency with Asana or similar project/task‑management tools.
• Experience using Claude or other AI productivity tools.