Job Description
Job DescriptionSenior Client Support & Onboarding Specialist Role Overview
The Senior Client Support & Onboarding Specialist is a senior-level, hands-on role responsible for onboarding and supporting corporate clients using Cardone Training’s online university platform. This position serves as a trusted, experienced resource on the Client Support team, handling escalated client needs, supporting team consistency, and ensuring an exceptional client experience.
Responsibilities
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Conduct onboarding calls for new corporate clients on the Cardone Training online university platform
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Serve as a primary point of contact for corporate clients following the initial sale
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Guide clients through the onboarding process to ensure successful platform usage and adoption
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Handle complex or escalated client questions and support issues
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Maintain accurate and detailed client records and notes within the CRM
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Monitor and support the Client Support inbox (Zendesk), ensuring timely and professional responses
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Assist with training and supporting new or junior team members on tools, systems, and client communication standards
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Maintain a strong working knowledge of Cardone Training content to properly coach and support clients
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Answer inbound phone calls and provide professional customer support
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Moderate and support live online trainings, events, and corporate sessions
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Participate in company events involving corporate clients as needed
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Identify recurring client issues or process gaps and communicate feedback to leadership
Qualifications
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High school diploma or GED required
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Minimum of 3 years of experience in customer support, onboarding, or client success roles
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Strong professional phone presence and customer service skills
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Experience supporting or mentoring peers preferred
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Excellent written and verbal communication skills
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Strong problem-solving skills and attention to detail
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Positive, reliable, and service-oriented attitude
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Technical aptitude with the ability to learn new systems quickly
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Typing speed of approximately 40+ words per minute (WPM)
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Experience with Google Workspace (Drive, Sheets, Docs)
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Experience with CRM platforms such as HubSpot and support tools such as Zendesk preferred
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Proficiency with Microsoft Office, Google Suite, and Mac operating systems