Job overview
Bright Path Learning Group is hiring entry-level Coaching Client Onboarding Assistants to welcome new coaching clients, send onboarding packets, collect and review intake forms, schedule first sessions, set up new clients in the CRM and program platforms, explain program structure and next steps, follow up with clients who have not completed onboarding, track onboarding status, support group program onboarding, and provide weekly onboarding status reports.
No prior onboarding, coaching, or customer success experience is required. Paid training is provided. Training covers onboarding workflows, client communication, and coaching program platforms. This role suits career changers, customer service professionals, administrative assistants, recent graduates, and anyone interested in the coaching or creator economy.
This opportunity may suit people searching for coaching client onboarding assistant remote, client onboarding specialist coaching no experience, remote onboarding assistant, or coaching client success jobs.
No Experience or Certifications Required: We'll Train You
This is a true entry-level role. No prior onboarding, coaching, or customer success experience is required, and you do not need any certifications. You will receive paid training on onboarding workflows, client communication best practices, coaching program platforms, and the CRM tools used by the employer. Many successful onboarding assistants come from customer service, admin, hospitality, and education roles.
Why Onboarding Matters in Coaching
The first few days of a coaching relationship set the tone for the entire program. A warm, organized onboarding experience reduces drop-off, improves client retention, and helps clients feel confident from day one. This role is the front door of the client experience — you will make the first impression that shapes whether a client stays engaged through the full program.
What you'll do
- Welcome new coaching clients via email, DM, or welcome call
- Send onboarding packets — welcome guides, agreements, and intake forms
- Collect and review completed intake forms and questionnaires
- Schedule first sessions and add them to the coach's calendar
- Set up new clients in the CRM and program platforms
- Explain program structure, expectations, and next steps to new clients
- Coordinate with coaches to match clients to the right program tier
- Follow up with clients who haven't completed onboarding
- Track onboarding status in spreadsheets or CRM dashboards
- Communicate with clients about logins, platform access, and resources
- Support group program onboarding — cohorts, kickoff calls, community access
- Escalate complex onboarding issues to the coach or operations lead
- Maintain organized digital records of all onboarded clients
- Provide weekly onboarding status reports to the coaching team
Daily workflow
Depending on the number of new clients in the pipeline, a typical day may look like this:
Required qualifications
- No prior onboarding, coaching, or customer success experience required; paid training provided
- No certifications needed
- High school diploma or equivalent required
- Strong written English for warm, professional client communication
- Attention to detail for forms, agreements, and intake data
- Comfort with CRM and onboarding software
- Ability to multitask across multiple new clients at once
- Patience and empathy with clients who are new or nervous
- Reliability and responsiveness during business hours
- Reliability with deadlines and follow-up
- Reliable internet connection and a quiet workspace
- Ability to work independently in a remote environment
Preferred qualifications
- Prior client onboarding, customer success, or hospitality experience
- Familiarity with coaching CRMs like Dubsado, HoneyBook, or Keap
- Experience with course or program platforms (Kajabi, Teachable, Thinkific)
- Strong written communication with a warm, welcoming tone
- Experience with client intake or qualifying workflows
- Bilingual (Spanish/English) is a strong plus
- Interest in coaching, wellness, or personal development industries
Benefits
Paid training
Learn onboarding workflows, client communication, and program platforms on the clock.
Work from home
No commute and a flexible home setup.
Schedule options
Full-time, part-time, and contract roles available.
Career growth
Paths to Client Success Manager, Program Coordinator, Operations Manager, or Onboarding Lead.
Health benefits
Medical, dental, and vision coverage may be available for full-time roles (details confirmed at interview).
Clear pay
Hourly pay listed up front. Some roles offer bonuses tied to client retention or program completion.
Remote work equipment for this role
Most employers expect you to have the basics. Equipment support details are confirmed during your interview.
Computer
A laptop or desktop from the last five years or so.
Internet
A steady connection. Speed matters less than stability.
Headset
Helpful for welcome calls and kickoff sessions.
Workspace
A quiet spot where you can focus and take client calls.
Never pay to get hired
Real employers do not charge for training, equipment or background checks. Read our guide on how to spot remote job scams.
Application process
Apply Online
Send the short form and your resume. Share your attention to detail and any client-facing experience.
Quick Screen
We check your setup and ask a few simple questions about client communication and follow-up.
Employer Interview
Meet the team and learn about the programs, tools, and client volume.
Paid Training & Go-Live
Complete paid training, then start onboarding new clients.
Frequently asked questions
Do I need onboarding experience?
No. This is a true entry-level role. Paid training covers onboarding workflows, client communication best practices, coaching program platforms, and the CRM tools used by the employer. If you have customer service, admin, hospitality, or education experience, that helps — but it is not required.
What tools will I use?
Depending on the coach, you may use CRMs like Dubsado, HoneyBook, or Keap, course platforms like Kajabi, Teachable, or Thinkific, and scheduling tools like Calendly or Acuity. Training covers the specific tools used by the employer.
Can I work part-time?
Yes. Part-time roles typically run 20–25 hours per week. Full-time roles are typically 40 hours per week. Contract roles are also available. Some roles require occasional evening or weekend coverage for client calls in other time zones.
Is this a stepping stone to client success?
Yes. The career path includes Client Success Manager, Program Coordinator, Operations Manager, or Onboarding Lead. This role builds a strong foundation in the client-facing side of coaching businesses.
What is the pay range?
The pay range for this role is $16–$24 per hour, based on experience and client volume. Entry-level candidates typically start near the lower end. Some roles offer bonuses tied to client retention or program completion.
What makes onboarding different from general customer service?
Onboarding is structured and proactive — you are guiding new clients through a defined set of steps (welcome, intake forms, first session, platform access). Customer service is reactive — you respond to issues as they come up. This role blends both, with a strong emphasis on the structured, welcoming side of the client experience.
Will I need to work evenings or weekends?
Some roles require occasional evening or weekend coverage for client calls in other time zones. Discuss expectations during your interview.
Does it cost anything to apply?
No. Applying through JobSphereHR is always free.
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