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Internship Client Onboarding Jobs in Oregon (NOW HIRING)

Client Success Coordinator

OR · On-site +1

$18.25 - $24.50/hr

Support client onboarding by setting expectations, establishing timelines, and aligning goals ... Internships and relevant early-career experience count. * A strong communicator who builds ...

Be Seen First

Take ownership of the new client onboarding process, including account creation, required ... internships and project experience welcomed) * Experience using CRM or sales pipeline management ...

Be Seen First

Take ownership of the new client onboarding process, including account creation, required ... internships and project experience welcomed) * Experience using CRM or sales pipeline management ...

Client & Sales Interface: Interface with clients to translate project requirements into action, and ... Mentorship & Onboarding: Mentor and support junior engineers, drafters, and interns, providing ...

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Internship Client Onboarding information

What is an internship client onboarding role?

An Internship Client Onboarding role involves assisting new clients as they begin their relationship with a company, typically in financial services or technology sectors. Interns in this position help collect client information, assist with documentation, and ensure all compliance requirements are met. They work closely with internal teams to coordinate a smooth onboarding process, learn about regulatory standards, and develop customer service skills. This role is ideal for students interested in client relations, operations, or compliance.

What are the key skills and qualifications needed to thrive as an internship client onboarding specialist?

To thrive as an Internship Client Onboarding Specialist, you need strong organizational skills, attention to detail, and a foundational understanding of client relationship management, typically supported by ongoing education in business or a related field. Familiarity with CRM systems, onboarding software, and productivity tools like Microsoft Office is usually expected. Excellent communication, problem-solving abilities, and a proactive attitude help interns build rapport with clients and coordinate effectively with internal teams. These skills ensure smooth onboarding processes, satisfied clients, and valuable learning experiences for career development.

What are some common challenges an intern might face during the client onboarding process, and how can they address them?

Interns in client onboarding often encounter challenges such as understanding complex client requirements, managing multiple tasks simultaneously, and adapting to various onboarding software tools. To address these, it's helpful to ask clarifying questions, take thorough notes during training, and proactively communicate with team members. Additionally, seeking feedback and collaborating closely with both the onboarding team and clients can help interns quickly adapt and contribute effectively.

What is the difference between Internship Client Onboarding vs Client Onboarding Specialist?

AspectInternship Client OnboardingClient Onboarding Specialist
CredentialsTypically students or entry-level with basic knowledgeRelevant certifications or experience in onboarding processes
Work EnvironmentInternship setting, supervised, learning-focusedProfessional, client-facing, ongoing responsibilities
Employer & Industry UsageInternship programs across industriesFinancial, tech, or service industries with client onboarding needs

Internship Client Onboarding roles are entry-level, learning-focused positions designed for students or recent graduates. They often involve assisting with onboarding tasks under supervision. Client Onboarding Specialists are experienced professionals responsible for managing client integration processes independently, requiring relevant certifications and industry experience. While both roles involve onboarding, the internship is a training opportunity, whereas the specialist role is a full-time professional position.

What are the most commonly searched types of Client Onboarding jobs in Oregon?

The most popular types of Client Onboarding jobs in Oregon are:

What are popular job titles related to Internship Client Onboarding jobs in Oregon?

For Internship Client Onboarding jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Internship Client Onboarding jobs in Oregon look for?

The top searched job categories for Internship Client Onboarding jobs in Oregon are:

Client Success Coordinator

TechnologyAdvice

OR • On-site, Remote

$18.25 - $24.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago


Job description

The opportunity

Our Client Success team ensures that every client has a seamless, positive, and results-driven experience. Each Client Success Coordinator owns a portfolio of accounts and acts as a trusted partner guiding clients from onboarding through program delivery. You will collaborate closely with our Sales and Operations teams to deliver successful campaigns and create lasting client value.

This role blends client relationship management, campaign execution, and data analysis. You'll manage multiple programs, analyze performance, turn results into actionable recommendations, and coordinate across teams to help our clients reach their marketing goals.

Location: United States

What you'll do
  • Build strong partnerships with clients by managing day-to-day communication, setting expectations, reviewing performance, sharing insights, and aligning on goals.
  • Manage multiple client portfolios and campaigns, keeping timelines, deliverables, and expectations on track.
  • Set up, monitor, and optimize client programs in Salesforce, ensuring campaign details and deliverables are accurate and troubleshooting issues as they arise.
  • Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders.
  • Analyze campaign performance and client feedback to identify trends, opportunities, and actionable recommendations.
  • Present campaign results and recommendations to clients, translating data into clear and meaningful insights.
  • Take ownership of account health by staying close to client goals and campaign performance, identifying risks early, and partnering with internal teams to resolve issues.
  • Partner closely with Sales and Operations to ensure seamless program execution and a positive client experience.
  • Identify opportunities to deepen client partnerships and surface relevant cross-sell or upsell opportunities.
  • Share ideas that help us improve our products and processes and create a more consistent client experience.
Who you are
  • 0-2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role. Internships and relevant early-career experience count.
  • A strong communicator who builds confidence through responsiveness, clarity, and professionalism with clients and teammates.
  • Highly organized and able to manage multiple accounts, campaigns, and changing priorities while following through on commitments.
  • A proactive problem-solver who asks thoughtful questions, takes initiative, and works to resolve issues before they escalate.
  • Experienced in analyzing data, identifying meaningful insights, and presenting findings and recommendations to clients or stakeholders.
  • Proficient in Google Sheets or Excel with the ability to organize data, build reports, and check work for accuracy.
  • Detail-oriented with a strong focus on the quality of campaign setup, reporting, and client deliverables.
  • Curious and eager to learn B2B demand generation, Salesforce, and the tools and processes that support successful client programs.
What we offer you
  • Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
  • Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
  • Remote-First Culture: Work from the comfort of your home.
  • Flexible PTO: Take the time you need, when you need it.
  • Health Coverage: Medical, dental, and vision plans for you and your family.
  • Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage.
  • 401K with Match: Secure your future with our company-matched retirement savings.
  • Paid Parental Leave: Support for new parents during life's special moments.
  • Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements.
  • Pet Insurance: Care for your furry family members.
  • Speaker Series Bonus: Present in our monthly speaker series and earn a bonus.
  • Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning.
  • Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years.
  • In-Office Perks: Enjoy catered lunches for our in-office team.

#LI-Remote

Work authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company.