Client Success Specialist (Boca Raton)

Title: Client Lifecycle Operations Specialist

About the Role

We are seeking a detail-oriented and proactive Client Lifecycle Operations Specialist to support and optimize the end-to-end client journey—from pre-onboarding through offboarding. This role is critical to driving deal velocity , ensuring seamless client integrations, and delivering a high-quality client experience at every stage of the lifecycle.

You’ll work cross-functionally with Sales, Technology, Project Management, and Operations teams to ensure accuracy, efficiency, and continuous improvement across all client touchpoints.

What You’ll Do

Pre-Onboarding

• Support the transition from Sales to Operations by executing initial client engagement activities
• Gather, document, and validate client requirements to set onboarding up for success
• Align internally with key stakeholders to ensure readiness for implementation

Onboarding

• Execute onboarding tasks, including system setup and service configuration
• Follow standardized processes to ensure a consistent and high-quality client experience
• Track onboarding progress, troubleshoot issues, and collaborate across teams to resolve them
• Partner with Technology and Project Management teams on client implementations and integrations

Ongoing Client Support

• Serve as a point of contact for post-onboarding client needs and inquiries
• Monitor client health and satisfaction, proactively addressing concerns
• Identify opportunities for service optimization or upsell
• Perform quality assurance checks on documentation and system data to ensure accuracy and compliance
• Maintain and update internal systems, sharing insights and process improvement opportunities

Offboarding

• Manage the offboarding process with professionalism and attention to detail
• Gather client feedback to inform continuous improvement efforts
• Ensure accurate system updates and proper documentation of client departures

What You Bring

• Client Lifecycle Experience: Ability to support clients across onboarding, maintenance, and offboarding stages
• Operational Excellence: Strong organizational skills with a process-driven mindset
• Analytical Thinking: Comfortable using data and KPIs to identify trends and improve performance
• Communication Skills: Clear and professional communication with internal and external stakeholders
• Attention to Detail: High level of accuracy in documentation, systems, and compliance-related tasks
• Adaptability: Ability to manage multiple priorities in a fast-paced environment

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred
• 2–3 years of administrative, operations, or client support experience

Schedule

Monday – Friday | 8:30 AM – 5:00 PM onsite in Boca Raton, FL