Client Onboarding Specialist Resume Example & Writing Guide

Use this Client Onboarding Specialist resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Onboarding is one of the most important parts of a new hire’s experience with a company. It’s also one of the most overlooked areas of HR—but not for long. As more companies realize how valuable a great onboarding program is for retaining talent, they’re putting more resources into creating effective, memorable experiences for new employees.

If you’re looking for a new opportunity where you can help build amazing experiences for new hires, here are tips and an example resume to help you write a compelling onboarding specialist resume that hiring managers will love.

Mary Thompson
Los Angeles, CA | (123) 456-7891 | [email protected]

Passionate client onboarding specialist with over eight years of experience in customer service and account management. Driven to provide an excellent experience for clients by streamlining the onboarding process and making sure all their needs are met. Skilled in problem solving and working under pressure.

University of California, Santa Barbara Jun '10
B.A. in Psychology
Company A, Client Onboarding Specialist Jan '17 – Current
  • Created and updated client onboarding documents, including contract terms and conditions, privacy policy, vendor security requirements, etc.
  • Coordinated with vendors to ensure that all required information is provided in a timely manner for the onboarding process.
  • Provided support to clients during the on-boarding process by answering questions regarding their account setup or any other related issues they may have.
  • Assisted with vendor management activities such as reviewing invoices for accuracy and completeness prior to payment processing and resolving invoice disputes when necessary.
  • Participated in special projects as assigned by Management and ensured compliance with company policies & procedures at all times.
Company B, Client Onboarding Specialist Jan '12 – Dec '16
  • Created a client onboarding checklist to ensure that all necessary information was collected and verified
  • Assisted clients with the initial setup of their new computer systems, including hardware and software installation
  • Conducted training for company-wide programs such as email etiquette, time management skills and customer service techniques
  • Answered questions about billing procedures, account maintenance and technical support issues (phone/email)
  • Resolved escalated customer complaints by identifying root causes and proposing solutions or alternative options
Company C, Client Onboarding Coordinator Jan '09 – Dec '11
  • Acted as the main point of contact for new clients, ensuring a smooth and positive onboarding experience.
  • Coordinated with multiple teams to gather all required information and documents from new clients.
  • Created and maintained detailed client onboarding records and documentation.
  • Certified Customer Success Manager
  • Certified Salesforce Administrator
  • Google AdWords Certified

Industry Knowledge: Client Onboarding, User Management, User Engagement, User Retention
Technical Skills: Active Directory, NetSuite, Salesforce, CRM, Financial Reporting
Soft Skills: Communication, Leadership, Customer Service, Negotiation, Problem Solving, Time Management

How to Write a Client Onboarding Specialist Resume

Here’s how to write a resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to include specific details about your past experience. And one of the best ways to do that is by using bullet points to describe your responsibilities and achievements.

For example, rather than saying you “provided customer service,” you could say that you “provided customer service for 20+ customers daily via phone, email, and in-person, resolving issues and answering questions to achieve 98% customer satisfaction rate.”

The second bullet point is much more specific and provides a clear picture of what exactly you did and the results of your work.

Identify and Include Relevant Keywords

When you apply for a job, your resume is usually scanned by an applicant tracking system (ATS) for certain keywords. This program looks for specific terms related to the job opening in order to determine whether or not you are a good fit. If your resume does not include enough of the right terms, your application might not make it past the initial screening process.

One way to make sure your resume makes it past the ATS is to include relevant keywords throughout all sections of your resume. You can find these keywords by reading through the job posting and including words and phrases that are repeated most often.

When it comes to the skills section, some of the most common keywords for client onboarding roles are:

  • Client Onboarding
  • Onboarding
  • Customer Relationship Management (CRM)
  • Client Relations
  • Customer Experience
  • Customer Onboarding
  • Account Management
  • Business Development
  • Sales
  • Data Entry
  • Recruiting
  • Teamwork
  • Team Leadership
  • Event Planning
  • Customer Service
  • Marketing
  • Management
  • Microsoft Access
  • Screening
  • Recruitment Advertising
  • Employee Relations
  • Negotiation
  • Human Resources (HR)
  • Talent Management
  • HR Consulting
  • Sourcing
  • Screening Resumes
  • On-boarding of New Clients
  • Applicant Tracking Systems

Showcase Your Technical Skills

As a client onboarding specialist, you will need to be proficient in a variety of software programs and systems in order to effectively do your job. This might include customer relationship management (CRM) software, project management software, and accounting software. Additionally, you will need to be able to use Microsoft Office programs like Word, Excel, and PowerPoint.

being able to list your technical skills prominently on your resume will show that you are a valuable candidate who is familiar with the essential tools and systems used in your field.


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