MirrorWeb · 1 day ago
Client Onboarding Specialist
Austin, Texas, United States
Full-time
Hybrid
Entry, Mid Level
2+ years expMirrorWeb is an intelligent communications supervision platform built for regulated financial services firms. The Client Onboarding Specialist will be responsible for organizing and implementing new clients onto the platform, ensuring a smooth onboarding process during the critical first 90 days after contract signature.
Archiving ServiceComplianceSocial MediaSoftware
Responsibilities
Own your assigned client onboardings end-to-end: define the problem, propose options, drive decisions, execute to measurable outcomes
Build work that holds up in a trust-first environment: reliability, defensibility, and auditability matter here
Partner with Engineering, Customer Success, and Account Management to deliver outcomes that scale without chaos
Operate with a "signal over noise" mindset—prioritize what moves the business and customers forward
Raise the bar: improve the quality of customer outcomes
Communicate clearly and close loops—especially across a distributed team (Austin ↔ Manchester)
Contribute to a culture of ownership: when something breaks, we fix it
Support clients through the onboarding process, from contract signature through to a go-live status and handoff to Customer Success & Account Management
Understand the differences between our platform requirements and capabilities and align this with the specific compliance requirements for the client
Communicate and document the necessary onboarding requirements of each client and provide an onboarding plan on this basis
Maintain up-to-date records of client onboarding progress via our internal CRM
Deliver training sessions for clients appropriate to their needs; understand how different channels (such as email, social media and SMS archiving) are managed during the onboarding process and communicate clearly with the customer
Walk clients through use-case queries and communicate efficiently during problem-solving scenarios
Proactively assess and validate client needs on an ongoing basis, evolving our knowledge of our clients and communicating this internally to your peers and superiors
Contribute to process improvements and documentation to continuously enhance the onboarding experience
Qualification
Required
2+ years of experience in SaaS customer onboarding, implementation or technical account management
Proven ability to manage multiple concurrent projects while maintaining quality and meeting deadlines
Strong judgment in high-stakes environments where trust matters (regulated, risk-sensitive, security-oriented, or mission-critical contexts are a plus)
Excellent written and verbal communication skills with the ability to translate technical requirements into clear, actionable plans for both technical and non-technical audiences
Experience creating and executing implementation plans, including requirements gathering and stakeholder coordination
Demonstrated organizational skills with self-discipline and motivation on performance-related targets. Desire to learn and grow in your role
Bias to action and follow-through: you don't let important work stall
Preferred
Proficiency with CRM platforms (Salesforce, HubSpot or similar) for tracking client progress
Experience in regulated financial services (SEC/FINRA), compliance, risk, governance, or adjacent domains
Experience managing complex, multi-stakeholder implementations for enterprise organizations
Company
MirrorWeb
MirrorWeb is an archiving and communications surveillance platform for governments, banks, and financial industries.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$68.82MKey Investors
Mainsail PartnersMaven Capital Partners
2024-09-05Private Equity· $63M
2024-09-05Acquired
2022-06-06Seed· $1.25M
Leadership Team
Jamie Hoyle
VP, Product
Philip Clegg
Chief Technical Officer
Recent News
GlobalFinTechSeries
2025-05-17
EIN Presswire
2025-05-07
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