Client Onboarding Concierge

We are seeking a Client Onboarding Concierge to support new customers through the initial stages of their journey. This client-facing role involves phone communication, prompt responses, and consistent follow-ups. You will ensure customers are contacted, booked, prepared, supported, and progressing.

Responsibilities:

• Quickly contact new customers post-purchase, aiming for the first phone attempt within 30 minutes
• Welcome customers and outline their next steps
• Book and confirm Intro and Onboarding calls with customers
• Follow up via phone, SMS, and email when customers do not respond
• Assist customers in accessing platforms and completing required setup before calls
• Rebook customers who miss appointments
• Resolve simple login, booking, and platform issues
• Escalate complex concerns to the relevant team
• Maintain accurate records of customer interactions and progress
• Continue follow-ups until customers successfully progress through onboarding

Requirements:

• Strong spoken and written English
• Confidence and comfort in speaking with customers by phone
• Experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or similar
• Friendly, professional, and patient communication style
• Persistence in follow-up without being pushy
• Strong organisation and attention to detail
• Comfort with CRM systems and learning new technology
• Ability to manage multiple customers and priorities simultaneously
• Reliability, coachability, and focus on 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