Client Experience & Lead Development Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Take charge of the onboarding process for each new client, ensuring it feels exceptional from the very start, beyond mere administrative completion.

• Serve as the approachable point of contact during onboarding, providing clients with information and support as they begin their collaboration with their CoWorqer.

• Generate and compile lead lists by scraping Google Maps and other platforms (excluding Apollo, which is managed separately).

• Maintain lead data in a clean and organized manner, ensuring it is ready for outreach efforts and the Sales Associate's pipeline activities.

• Organize scheduling for the Team Architecture Session/Call between clients and the Team Architects.

• Document and share clear recap notes following each Team Architecture Call.

⛳️ Requirements

• Client-Facing Communication: Friendly, articulate, and professional written and verbal English is essential, as this role represents CoWorq's initial impression to new clients (We seek an energetic individual!).

• Research & Data Comfort: Familiarity or proficiency with lead-sourcing tools (such as Google Maps, LinkedIn, and business directories) along with comfort in detail-oriented data entry.

• Organized & Deadline-Driven: Capable of managing multiple onboarding clients and scheduling threads simultaneously without oversight.

• Outsourcing Industry Familiarity: Previous experience in a BPO, outsourcing agency, or client-success/onboarding role is highly advantageous.

• CRM Comfort: Proficient in navigating a CRM platform (experience with GHL is a plus!).

🏝️ Benefits

• Opportunity to work in a dynamic and supportive environment.

• Access to professional development and training resources.

• Flexible work arrangements to promote work-life balance.

• Engage with a diverse team and contribute to meaningful projects.