Onboarding & Activation Specialist (Post-Sale)
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Job Overview
The Activation Specialist is a post-sale, revenue-driven role responsible for ensuring newly closed accounts are fully staffed, activated, and successfully onboarded. Acting as a post-sale Account Executive, this role owns client follow-ups, recruiter coordination, interview facilitation, and client onboarding while building strong relationships during the most critical phase of the customer lifecycle.
The Activation Specialist ensures that what was sold is delivered, expectations are aligned, and subscriptions are activated on time.
Account Staffing & Activation
- Own post-sale accounts from deal close through successful activation
- Ensure accounts are staffed according to client requirements and agreed timelines
- Actively follow up with customers to secure approvals, feedback, and decisions needed for activation
- Drive urgency and accountability to prevent activation delays
Client & Recruiter Coordination
- Coordinate closely with Talent Acquisition and Recruiters to align on role requirements, profiles, and timelines
- Facilitate interviews between clients and candidates, including scheduling, preparation, and follow-ups
- Communicate client feedback and hiring decisions clearly to recruitment teams
- Resolve staffing blockers by aligning client expectations and internal capabilities
Client Onboarding
- Lead client onboarding activities including introductions, process walkthroughs, and expectation setting
- Ensure clients understand workflows, communication channels, and service responsibilities
- Build trust and strong working relationships with clients during the activation phase
- Serve as the primary point of contact until endorsement to Account Management
- Work with Sales, Operations, Resolution, and Account Management teams to ensure smooth transitions
- Identify risks, misalignment, or dissatisfaction early and escalate when needed
- Ensure all client commitments, timelines, and agreements are properly documented
Qualifications
- Bachelor’s degree in Business, Sales, Communications, or a related field (preferred)
- 3–5 years of experience in Account Executive, Sales, Customer Success, or Staffing-related roles
- Strong experience coordinating hiring processes, interviews, and client onboarding
- Proven ability to manage multiple accounts and stakeholders simultaneously
- Experience in subscription-based or service-driven businesses is a strong advantage
Skills
As published by lever · 13 questions · 1 written answer
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn Profile URL
Short answers (8)
- Current Monthly Salary/Compensation (USD)
- Expected Monthly Salary/Compensation (USD)
- Please record a 2–5 minute video or audio introducing yourself and highlighting your customer support experience. You may use WingIntro (https://www.wingintro.com/) or Loom (https://www.loom.com/) if WingIntro is unavailable. Ensure your recording is clear, completed in a quiet environment, and professionally presented. In your recording, please tell us what interested you in this role and why you want to join Wing, describe one significant improvement you made at a previous company that is relevant to this role, and share a difficult decision you had to make in a previous job, including the situation, your decision, and the outcome. Failure to submit this requirement may result in the disqualification of your application. Once completed, paste your WingIntro or Loom URL below.
- Desired Compensation
- Potential Start Date
- Current Location
- Desired Salary
- What is your earliest start date?
Pick from a list (4)
- Have you held a formal Customer Support leadership role (e.g., Team Lead, Manager, Head of Customer Support))? optional
- Are you currently employed or working on any projects? optional
- Are you amenable to work on US hours? optional
- Are you amenable to work in Makati City? optional
Written answers (1)
- Have you managed/trained Customer Success Specialists/Managers or Account Managers? Specify which.