远程客户入职专员
Remote Client Onboarding Specialist
远程客户入职专员
Task Buddie 正在快速成长，我们正在寻找有动力的客户入职专员加入我们不断壮大的销售团队。在这个职位上，你将与已建立初步兴趣的新客户和潜在客户合作，引导他们完成入职流程，并帮助将机会转化为成功的长期合作关系。这个职位在确保从初次交谈到活跃客户之间的顺利过渡中起着关键作用。这是一个加入快速成长公司的机会，你的影响是可见的、被重视的，并且直接与客户成功相关。
你将负责
- 引导新客户和有兴趣的客户完成 Task Buddie 的入职流程。
- 进行入职电话，了解客户需求、目标和服务匹配度。
- 清晰自信地解释服务内容、工作流程和下一步计划。
- 支持从销售对话到活跃客户关系的过渡。
- 协调安排、文件整理和后续跟进，确保顺利开始。
- 在 CRM 系统中保持准确的记录和笔记。
- 与销售和管理层团队协作，优化入职流程和沟通内容。
你将具备
- 有销售入职、客户管理或客户服务经验者优先（非必需）。
- 优秀的沟通能力和关系建立能力。
- 以客户为中心、注重解决方案的思维模式。
- 能够在完全远程的工作环境中独立工作。
你将获得
- 具有竞争力的底薪，加上基于绩效的奖金和激励措施。
- 全面的福利，包括医疗、牙科、视力保险、401k 和带薪休假。
- 结构化的培训和入职流程，助你取得成功。
- 100% 远程职位，注重工作与生活的平衡。
- 一个协作的环境，你的成果会直接产生影响。
最初发布于 Himalayas
查看英文原文
Remote Client Onboarding Specialist
Task Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them through the onboarding process and helping convert opportunities into successful, long-term partnerships. This position plays a critical role in ensuring a smooth transition from first conversation to active client. This is an opportunity to join a fast-growing company where your impact is visible, valued, and directly tied to client success.
What You’ll Do
- Guide new and interested clients through Task Buddie’s onboarding process.
- Conduct onboarding calls to understand client needs, goals, and service fit.
- Explain service offerings, workflows, and next steps clearly and confidently.
- Support the transition from sales conversations to active client relationships.
- Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
- Maintain accurate records and notes in the CRM system.
- Collaborate with sales and leadership teams to improve onboarding workflows and messaging.
What You Bring
- Previous experience in sales onboarding, account management, or client support preferred (not required).
- Excellent communication and relationship-building skills.
- A customer-focused, solution-oriented mindset
- Comfortable working independently in a fully remote setting.
What You’ll Get
- Competitive base salary plus performance-based bonuses and incentives.
- Comprehensive benefits including medical, dental, vision, 401k, and paid time off.
- Structured training and onboarding to set you up for success.
- 100% remote role designed for work–life balance.
- A collaborative environment where your results make a direct impact.
Originally posted on Himalayas