Demo

Client Onboarding Specialist

CodeForce
York, NY Remote Full Time
POSTED ON 6/18/2026
AVAILABLE BEFORE 8/17/2026

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)

Salary.com Estimation for Client Onboarding Specialist in York, NY
$80,396 to $104,118
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