Client Onboarding Associate

Athena is a company dedicated to helping high-performing individuals unlock their full potential through world-class executive support. Our client-partner model prioritizes long-term growth, deep partnership, and meaningful outcomes. We don’t just match assistants—we help build transformative relationships.

About The Role

As a Client Onboarding Associate, you will play a critical role in the client journey, bridging the gap between sales intake and partnership kickoff. You’ll conduct structured calls to diagnose and unpack client needs, suggest plans to uplevel their delegation skills, assess alignment with Athena’s service model, set expectations for the partnership, and ensure they are well-positioned for a successful match with their Athena Assistant.

This role is ideal for someone who is energized by direct client interaction, skilled at uncovering needs through thoughtful conversation, and comfortable setting clear expectations. The right candidate is equal parts relationship-builder and critical thinker, able to navigate ambiguity, identify key signals, and help clients get set up for long-term success.

What You’ll Do

• Conduct 1:1 intake calls with new clients to gather a deeper understanding of who they are and how they work, their goals for using Athena and their baseline level of delegation skills
• Set clear, realistic expectations for how an Athena partnership works and what commitments must be made to set both parties (client and EA) up for success
• Diagnose client fit for Athena services and complete post-call scorecards to assess alignment and make recommendations for next steps
• Collaborate cross functionally to ensure a smooth and expedient transition between each stage of the client onboarding journey
• Maintain accurate, detailed records of client communication and insights in internal tools and ensure timely updates across systems
• Continuously look for ways to improve onboarding efficiency, client readiness, and long-term retention outcomes
  
  

What You'll Bring

• 3+ years of client-facing experience in onboarding, customer success, or a related field that required critical judgment and direct interaction with executive-level stakeholders
• Bonus if you have worked in a marketplace or human services model that prioritized client fit, retention, and/or behavioral coaching
• Strong interpersonal skills with the ability to build rapport quickly and guide clients through nuanced conversations about their goals, work habits, and delegation style
• A critical thinker who can make thoughtful real-time recommendations and translate qualitative inputs into clear assessments and next steps
• High attention to detail and process discipline, able to track key insights across tools and systems with accuracy
• Comfort navigating dynamic, remote-first environments with rapid growth
• A client-first mindset grounded in long-term outcomes, not quick wins
  
  

Why You'll Love Working Here

• Mission-driven work with real human impact
• A collaborative, high-performing team culture
• Opportunities for growth in a fast-scaling organization
• Remote-first flexibility with purpose-driven work