Client Onboarding Concierge

We are seeking a Client Onboarding Concierge to support new customers through the initial stages of their journey. This role involves phone communication, prompt responses, and consistent follow-ups to ensure customers are prepared for onboarding.

Responsibilities:

• Contact new customers promptly after purchase, aiming for the first phone attempt within 30 minutes
• Welcome customers, explain next steps, and book Intro and Onboarding calls
• Follow up with customers via phone, SMS, and email when they don't respond
• Assist customers with accessing platforms and completing setup before calls
• Rebook customers who miss appointments
• Resolve simple login and platform issues
• Escalate complex concerns to relevant teams
• Maintain accurate records of customer interactions
• Continue follow-ups until customers progress through onboarding

Requirements:

• Strong spoken and written English
• Experience in Customer Support, Customer Success, or similar roles
• Comfortable with phone communication and CRM systems
• Organised with attention to detail and able to manage multiple priorities
• Reliable and coachable with a focus on performance targets

Benefits:

• Full-time opportunity
• $2,000 USD monthly base
• Up to $1,000 USD monthly variable compensation
• Fully remote
• Growth opportunities in Customer Success, Onboarding, or leadership roles