Client Onboarding Specialist
Job Summary
Welcoming new customers and guiding them through initial setup, the full-time Client Onboarding Concierge will manage phone communications and follow-ups to ensure a smooth onboarding experience in a remote environment.
Key responsibilities
- Contact new customers promptly after purchase and explain their next steps
- Book and confirm Intro and Onboarding calls while following up with customers who do not respond
- Assist customers with platform access and resolve basic issues before their onboarding calls
Required qualifications
- Previous experience in Customer Support, Customer Success, or a similar client-facing role
- Strong spoken and written English skills
- Comfortable speaking with customers by phone
- Familiarity with CRM systems and ability to learn new technology
- Strong organizational skills and attention to detail
Complete Job Description
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