Client Onboarding Concierge
角色 我们正在寻找一个客户登陆保险员，帮助新客户成功地通过他们与我们一起的旅程的第一步。这是一个实践式，面向客户的角色，重点是电话通信，快速响应时间和一致的后续工作。你将欢迎新客户，帮助他们预订所需的呼叫，引导他们通过基本设置和激活步骤，随时跟踪行动不完整，并确保他们准备好和准备好登入。你不会提供正式的介绍或登机呼叫。你的工作就是确保客户联系，预订，准备，支持和前进。THE COMPANY 公司在一个十多个产品推出和超过1亿美元的广告支出中精炼的营销和销售引擎上发布并扩展信息和软件产品。该座位位于安装器内，致力于快速增长的产品线。你的工作是确保进门客户完成，更新和参考。你将会做什么：· 在购买后立即联系新客户，目标是在30分钟内进行第一次电话尝试 ·欢迎客户并解释他们的下一步 ·预订和确认直接与客户通话 · 客户不响应时，通过电话，短信和电子邮件持续跟踪 · 在打电话之前帮助客户访问我们的平台并完成所需的设置和准备 · 跟踪错过约会的客户并帮助重新预订 ·解决简单的登录，预订和平台问题 · 向适当团队扩大更复杂的客户关注 ·记录客户互动，进步以及下一步步的精确笔记和记录 ·继续追踪直到客户成功取得入口进展要求我们正在寻找什么：·强有力的语言和书面英语 · 自信和舒适地与客户电话交谈 · 客户支持，客户成功，约会设定，登录或类似的面向客户角色的前经验 · 友好，专业和耐心沟通风格 · 不需要压力地跟进 ·强有组织性和细节关注 · 使用 CRM 系统并学习新技术的舒适 ·同时管理多个客户和优先事项的能力 ·可靠，可教练和舒适的工作。
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THE ROLE
We are looking for an Client Onboarding Concierge to help new customers successfully move through the first steps of their journey with us.
This is a hands-on, client-facing role with a strong focus on phone communication, fast response times, and consistent follow-up.
You will welcome new customers, help them book their required calls, guide them through basic setup and activation steps, follow up when actions are incomplete, and make sure they are prepared and ready for onboarding.
You will not deliver the formal Intro or Onboarding calls. Your job is to make sure customers are contacted, booked, prepared, supported, and moving forward.
THE COMPANY
A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.
This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.
What You Will Do:
- 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
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
Originally posted on Himalayas