Technical Client Onboarding Specialist

Tech Legion

Technical Onboarding Specialist

Full-Time  |  $55,000/year  |  On-Site 

ABOUT THE ROLE

Tech Legion, a managed service provider, is hiring a Technical Onboarding Specialist to own the execution of our client onboarding process. This is a hands-on role responsible for transitioning new clients from signed agreement to fully supported, managed environment within a defined timetable, conduct on-site discovery visits, deploy our management and security tooling, document the environment, and formally hand off the client to our Service Desk. The Specialist will work directly with clients, Sales, and internal technical teams throughout the process.

This role is a strong fit for someone with an MSP or IT services background, is comfortable working independently in unfamiliar environments, following a structured process, and closing work cleanly.

COMPENSATION AND BENEFITS

• $55,000 annual salary


• Medical, dental, and vision insurance


• 401(k) retirement plan


• Flexible PTO


• Great work environment


• Training and education 


• Advancement opportunities

MINIMUM REQUIREMENTS

• 2 years of hands-on experience in an IT support or systems role


• Demonstrated experience deploying and troubleshooting software across Windows endpoints in a business environment


• Working knowledge of Microsoft 365 administration, including user management and basic tenant navigation


• Familiarity with Active Directory or Entra ID in a domain-joined or hybrid environment


• Experience with remote access and remote support tools


• Comfortable working independently on client sites and managing your own schedule during onboarding windows


• Strong written communication skills for technical documentation


• Reliable transportation for on-site client visits

TECHNICAL SKILLS

Required

• Microsoft 365:User and license administration, Exchange Online basics, and M365 admin portal navigation


• Windows Endpoints:Software installation, agent deployment, and troubleshooting common connectivity issues across Windows environments


• Active Directory / Entra ID:Domain environments, user accounts, group policy awareness, and hybrid identity concepts


• Networking Fundamentals:Ability to identify and document firewall make/model, ISP information, and basic network layout during on-site visits


• Backup Concepts:Understanding of backup principles, RTO/RPO concepts, and ability to confirm whether backup coverage exists


• PowerShell:Comfort running existing scripts for software deployment; writing scripts from scratch is not required


• Documentation:Ability to produce clear, structured technical notes that a support technician can act on without additional context

Preferred (Not Required)

• NinjaOne/NinjaRMM:Prior experience deploying or managing endpoints throughNinjaOneis a strong plus


• MSP Experience:Any prior work at a managed service provider, including help desk, onboarding, or field technician roles


• Microsoft Intune:Exposure to Intune for device enrollment, policy deployment, or MDM management

WHAT YOU WILL OWN

• Coordinating with Sales before client-facing work begins to understand what was sold and what the client expects


• Leading the initial client kickoff meeting to confirm scope, access requirements, and the onboarding timeline


• Conducting on-site discovery visits to document the environment: identity platform, servers, network hardware, security tools, backup presence, and key vendors


• DeployingNinjaRMMagents, Sophos endpoint security, and Veeam backup to in-scope endpoints and servers


• Preparing Microsoft Intune for device management where client licensing supports it


• Verifying all deployed tools are reporting and functional before documentation begins


• Building out the client documentation library with structured asset data, vendor contacts, access ownership, and an onboarding summary


• Handing off completed onboarding engagements to the Service Desk with full documentation and updated ticket routing

WHAT WE ARE LOOKING FOR

Beyond the technical baseline, the candidates who tend to succeed in this role share a few common traits:

• They follow a defined process without needing to reinvent it on every engagement


• They know when to document something and move on versus when to escalate


• They communicate clearly with clients who are not technical and with engineers who are


• They close work cleanly rather than leaving loose ends for the next person to find


• They are comfortable showing up to an unfamiliar environment and figuring out what is there