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Client Onboarding Concierge

AI Acquisition
Remote, GBR
Full-time
Mid
Remote
USD 1000 / month
Discovered 1 weeks ago

Full Job Posting

Requirements

  • What We're Looking For:
  • Strong spoken and written English
  • Confident and comfortable speaking with customers by phone
  • Previous experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or a similar client-facing role
  • Friendly, professional, and patient communication style
  • Persistent with follow-up without being pushy
  • Strong organisation and attention to detail
  • Comfortable using CRM systems and learning new technology
  • Able to manage multiple customers and priorities at the same time
  • Reliable, coachable, and comfortable working toward clear performance targets

Benefits

  • Full-time opportunity
  • Independent Contractor Agreement
  • $2,000 USD monthly base
  • Up to $1,000 USD monthly variable compensation
  • Fully remote
  • Opportunity to grow into broader Customer Success, Onboarding, or leadership roles

Responsibilities

  • Contact new customers quickly after they purchase, with a target of making the first phone attempt within 30 minutes
  • Welcome customers and explain their next steps
  • Book and confirm Intro and Onboarding calls directly with customers
  • Follow up consistently by phone, SMS, and email when customers do not respond
  • Help customers access our platforms and complete required setup and preparation before their calls
  • Follow up with customers who miss appointments and help get them rebooked
  • Resolve simple login, booking, and platform issues
  • Escalate more complex customer concerns to the appropriate team
  • Keep accurate notes and records of customer interactions, progress, and next steps
  • Continue following up until the customer successfully progresses through onboarding

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