Onboarding Specialist

ReWorks Solutions

. Guide new clients through the onboarding process and help them get started with relevant software platforms .

Posted 10/23/2026full-timeRemote • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and onboarding capabilities, with proficiency in explaining software features and troubleshooting user issues. Possesses excellent communication skills and the ability to build positive client relationships in a SaaS or technology-enabled environment.

Highest-signal resume keywords

Customer Onboarding ExperienceSoftware Demonstration SkillsStrong Problem-Solving SkillsExcellent Verbal CommunicationExperience in SaaS Environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Software SupportTroubleshootingClient Interaction ManagementDigital Tools ProficiencyOnboarding Process Management

Soft Skills

EmpathyPatienceAttention to DetailOrganizational SkillsPositive Attitude

Tools & Technologies

Video Conferencing ToolsEmail Communication ToolsHealthcare-Related Platforms

Industry Keywords

Customer SuccessClient ServicesHealthcare AdministrationSaaSTechnology-Enabled Services

About the role

Key responsibilities & impact

Guide new clients through the onboarding process and help them get started with relevant software platforms
Learn new software, digital tools and internal processes quickly
Demonstrate software features and explain how to use systems step by step
Provide friendly, professional customer support via phone, email and virtual meetings
Answer client questions and help troubleshoot basic software or user issues
Follow up with clients to ensure they understand the system and feel comfortable using it
Escalate more complex technical issues to the appropriate team when necessary
Maintain accurate records of client interactions, onboarding progress and outstanding queries
Build positive client relationships and deliver a smooth, professional onboarding experience

Requirements

What you’ll need

Excellent spoken and written English, with clear, confident and easily understood verbal communication
A professional, client-facing phone manner and the ability to communicate confidently with clients
Strong customer service and customer support skills
Comfortable learning new software platforms, applications and digital tools
The ability to explain processes clearly and teach others how to use software
Strong problem-solving skills and the ability to troubleshoot basic issues independently
Patience, empathy and a positive attitude when assisting clients who may be unfamiliar with technology
Good organisational skills, attention to detail and reliable follow-through
Comfortable using video calls, email and other digital communication tools
Previous experience in customer onboarding, customer success, software support or client services is advantageous
Experience training or demonstrating software to clients or colleagues is advantageous
Familiarity with healthcare, medical administration or healthcare-related platforms is advantageous
Experience supporting international or US-based clients is advantageous
Experience working in a SaaS, technology-enabled service or other client-facing environment is advantageous