Client Onboarding Coordinator

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

📋 Description

• Promptly reach out to new customers after their purchase, aiming to make the first phone call within 30 minutes.

• Greet customers warmly and outline their next steps.

• Schedule and confirm Introductory and Onboarding calls directly with customers.

• Maintain consistent follow-up via phone, SMS, and email for customers who do not respond.

• Assist customers in accessing platforms and completing necessary setup and preparations prior to their calls.

• Reach out to customers who miss their appointments and facilitate rescheduling.

• Address basic login, booking, and platform issues.

• Refer more complicated customer issues to the appropriate team for resolution.

• Maintain accurate records and notes of customer interactions, progress, and subsequent steps.

• Continue follow-ups until the customer successfully completes the onboarding process.

⛳️ Requirements

• Excellent spoken and written English skills.

• Confident and comfortable engaging with customers over the phone.

• Prior experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or a related client-facing position.

• Friendly, professional, and patient communication style.

• Persistent in follow-up efforts without being aggressive.

• Strong organizational skills and attention to detail.

• Proficient in using CRM systems and eager to learn new technologies.

• Capable of managing multiple customers and competing priorities simultaneously.

• Dependable, willing to learn, and comfortable working towards clear performance objectives.

🏝️ Benefits

• Full-time position available.

• Independent Contractor Agreement.

• Potential for up to $1,000 USD monthly variable compensation.

• Fully remote work environment.

• Opportunities for advancement into wider Customer Success, Onboarding, or leadership roles.