Customer Onboarding Manager (AI / SaaS) — strong spoken English
We are looking for a Customer Onboarding Manager with good conversational English for an AI/SaaS product (virtual AI employees for businesses).
The main task is to conduct onboarding calls with English-speaking clients, following prepared checklists and scripts, gathering requirements, and supporting the client until the solution is launched.
❗ This is not sales or cold calling.
❗ Deep technical expertise is not required — there are instructions and team support.
What needs to be done
• Conduct onboarding calls with clients (Zoom / Google Meet) in English
• Clearly follow the onboarding checklist and scripts
• Ask the right questions and record answers
• Gather client requirements and pass them to the team
• Escalate technical questions
• Work 5–10 hours per week (at the start)
Requirements (mandatory)
• 🇬🇧 Conversational English — confident (B2+/C1)
→ fluent communication, without reading from a script
• Experience communicating with clients in Zoom / Meet
• Experience in:
• customer success / onboarding / account management
• SaaS / IT / digital products — a big plus
• Ability to clearly follow processes and instructions
What we provide
• Ready-made onboarding checklists and scripts
• Short structured training on the product
• Team support
• Clear process without chaos
• Real SaaS / AI product
Level of English and experience communicating with clients
2. Do you have experience conducting onboarding / discovery calls
3. How many hours per week are you willing to work
4. (Optional) a short video or audio in English.
Work format and payment
• 💼 Freelance / part-time
• ⏱️ Hourly payment
• 📅 Flexible schedule
• 💰 Rate: $20–40 / hour (depending on experience and level of English)
• Opportunity for long-term cooperation and growth.
-
30 days464 USD
4207 22 0 30 days464 USDHello, Katerina!
I am interested in your vacancy. I have relevant experience and skills.
My onboarding skills include:
- Conducting onboarding and discovery calls with clients in B2B projects;
- Working with checklists and scenarios to ensure process compliance;
- Collecting and structuring client questions and requests, passing them to the technical department;
- Clear explanation of the product "in the client's language" with strict adherence to a supportive and competent tone of communication;
- Supporting the client in the initial stages of getting acquainted with the project until the first results and understanding of the product;
- Clear communication, recording agreements, keeping notes and client profiles.
…
English language: Advanced level (B2+/C1): fluent oral communication, confidently conducting Zoom / Google Meet calls.
Quick adaptation to terminology and specifics (quick learner).
Relevant experience:
Onboarding B2B clients in SaaS-like internal systems of companies (Notion databases, local CRM systems)
Conducting calls and in-person meetings, gathering requirement questions, passing tasks to the team.
Supporting clients during the launch phase and the first weeks of use.
Experience working with clients without a technical background and complex business processes.
Overall work experience and skills:
Client management and support
Structured thinking and attention to detail
Ability to follow instructions and processes
Experience in digital projects and B2B environments
Why I believe your vacancy is suitable for me:
This role matches my experience and skills: client onboarding, working with scenarios, communication in English, and focus on solution launch rather than sales. I resonate with the format of a clear process, team support, and a real SaaS / AI product.
I have a higher legal education, additional courses and training: Python (basic), AI-Prompting, SEO/GEO-Copywriting, Notion.
I would be happy to discuss the project details.
Available for 10 hours a week or more, part-time and remote work format suits me completely.
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