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 · 22 questions · 2 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn Profile URL
Short answers (7)
- Current Monthly Salary/Compensation (USD)
- Expected Monthly Salary/Compensation (USD)
- Current Location (City, Country)
- Who referred you to this position? Enter their first and last name here. optional
- Website, blog or portfolio:
- Desired Salary
- What is your earliest start date?
Pick from a list (13)
- What is your current availability to start? optional
- What experience level do you have for this position? optional
- How did you hear about this job? optional
- Have you worked for Wing Assistant before?
- . Are you available to work during the US timezone required for this position?
- Wing Assistants are enrolled in a screen monitoring program for Quality Assurance purposes. Are you okay with this arrangement?
- Are you open to helping clients with standard virtual assistant/admin tasks in addition to the specialized tasks associated with this role?
- Would you be willing to make phone calls on behalf of the client, as needed, if required?
- Are you willing to take on additional responsibilities and allow your role to evolve based on your skillset, previous experience, and the needs of the client to ensure a successful working relationship?
- Which industries have you worked in? (Select all that apply.) 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 (2)
- Desired salary per month (in your local currency):
- Have you managed/trained Customer Success Specialists/Managers or Account Managers? Specify which.
