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Onboarding Specialist

Location: Remote
Type: Contract-Based (Potential for Ongoing Work)

What You’ll Do:
As an Onboarding Specialist, you’ll be responsible for building out Smart Stepp accounts for new clients. This includes customizing funnels, calendars, automations, and branding each platform to match the client’s needs ensuring each account is fully functional.

Responsibilities:

  • Set up Smart Stepp™ Solutions Suite software accounts for new clients

  • Customize funnels, email automations, calendars, and payment settings

  • Troubleshoot basic setup issues and test all systems before handoff

  • Collaborate with the sales and onboarding teams to deliver a smooth experience

You’ll Succeed If You Have:

  • Experience with 365 Office Suite, Sellful, ClickFunnels, or similar tools

  • Strong attention to detail and process-driven work ethic

  • Ability to work independently and manage multiple setups

  • Light design and branding experience (bonus)

Perks:

  • Flexible hours, remote work

  • Work with a variety of businesses

  • Ongoing contract potential based on performance