Client Onboarding Representative

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

📋 Description

• Act as the main virtual contact for new and incoming clients.

• Proactively make outbound calls, send emails, and communicate messages to welcome and onboard clients.

• Engage in discussions to understand client needs and objectives.

• Clearly articulate service offerings and suggest appropriate next steps.

• Arrange follow-up calls or connect clients with the appropriate team members.

• Keep detailed and accurate records of client interactions in the CRM system.

⛳️ Requirements

• High school diploma or college degree is preferred.

• Must be a professional and friendly communicator who excels in a client-facing role.

• Highly organized and comfortable working remotely.

• A people-centric approach with excellent listening and follow-up abilities.

• Previous experience in sales, appointment setting, or a client-facing position is a plus.

🏝️ Benefits

• Competitive base salary along with performance-based bonuses and incentives.

• Comprehensive benefits package that includes medical, dental, vision, 401k, and paid time off.

• Flexibility with structured support.

• Opportunities for career advancement within a growing organization.

• A team culture that prioritizes professionalism and performance.