ProBooks Client Onboarding Specialist
BDR - Business Development Resources
Houston, TX0–2 yrs1h agovia LinkedIn
Posted 13 Nov 2026, 14:20 ET
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- OnboardingCustomer service
- Nice to have
- Accounting
- Work
- On-site in Houston
- Pay
- Not stated by the employer.
- Skill demand
- Accounting44%Onboarding38%Customer service36%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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Company: BDR - Business Development Resources
About the Role
The ProBooks Onboarding Specialist owns the new-client onboarding experience, from the signed agreement through a clean handoff to the recurring delivery team. This role covers client onboarding only.
Work Hours
- 7:00 am - 4:00 pm, Monday - Friday
- Some overtime may be required
Pay Scale
- $24.00 - $28.85 per hour
Key Responsibilities
- Coordinate kickoff, system access, documentation, readiness, task completion, and communication between the client and internal teams.
- Conduct onboarding kickoff and establish client expectations, responsibilities, milestones, and deadlines.
- Guide clients through system access setup and required document submissions, and track each client's readiness against onboarding milestones.
- Maintain proactive communication regarding progress and blockers.
- Manage the onboarding checklist, schedule, owners, dependencies, task coordination, status, and exceptions.
- Coordinate with Setup and Integration resources to schedule and complete client setup tasks.
- Confirm that the required information and configuration are complete.
- Hand off each client to the recurring delivery team only after all onboarding tasks are finished, the handoff package is documented, and the receiving Team Lead has formally accepted the handoff.
- Track post-handoff rework and incorporate lessons into the process.
- Monitor onboarding cycle time and on-time completion.
- Monitor readiness and clean-handoff rate.
- Monitor client communication and documentation completeness.
- Other duties as assigned.
Requirements & Tech Stack
- Experience in onboarding, implementation, project coordination, or client service.
- Strong organization, communication, and documentation skills.
- Experience managing multiple concurrent client projects and deadlines.
- Up to 2 years of experience in accounting, bookkeeping, or a related role; entry-level candidates will be considered.
Qualifications
- Desired: Degree in Accounting, Business or related field.
- Desired: Internship or coursework in accounting is a plus.