Customer Experience & Onboarding Specialist

Description We are looking for a customer-focused, detail-oriented individual to guide new and existing clients through a smooth onboarding and support experience in Tarrytown, New York. This role plays an important part in helping customers gain value from available products, tools, and resources while building strong long-term relationships. The ideal candidate brings strong organization, clear communication, and the ability to coordinate with multiple teams to keep accounts moving forward successfully.

Responsibilities:

• Lead the client journey from initial setup through ongoing engagement, helping customers build confidence and achieve successful adoption.

• Organize onboarding activities such as introductory outreach, training coordination, account preparation, access setup, and communication with internal partners.

• Deliver guidance on product usage, practical strategies, and available business and marketing resources that support customer success.

• Maintain regular contact with customers to assess goals, monitor satisfaction, identify challenges, and recommend improvements where needed.

• Recognize opportunities to expand account value, encourage referrals, and connect customers with the appropriate internal teams for next steps.

• Keep customer information, onboarding progress, communication history, and account updates accurately documented in company systems.

• Assist clients in navigating digital resources, educational content, support materials, and branded assets available to them.

• Contribute to the development and upkeep of onboarding documents, training content, and customer-facing communication materials.

• Gather client feedback and share insights with internal stakeholders to support service enhancements and a stronger overall customer experience.

• Partner with cross-functional teams to route questions efficiently and help ensure timely resolution of customer needs. Requirements • At least 2 years of experience in customer onboarding, customer success, account support, customer service, or another client-facing position.

• Hands-on experience working with CRM or account management platforms; familiarity with HubSpot is beneficial.

• Strong ability to present information clearly and conduct virtual training or customer education sessions.

• Excellent written and verbal communication skills with a detail-focused and service-oriented approach.

• Proven organizational skills with the ability to manage multiple tasks, timelines, and priorities effectively.

• Strong attention to detail and comfort maintaining accurate records, data entry, and account documentation.

• Proficiency with Microsoft Office applications and general administrative office tasks.

• A bachelor’s degree in Business, Communications, Marketing, or a related field is preferred.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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