Client Onboarding Specialist

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

📋 Description

• Conduct 30-minute individual onboarding video calls with new clients.

• Guide clients through the onboarding journey, outlining program expectations and initial steps.

• Engage in discussions about client objectives and address preliminary inquiries.

• Arrange the subsequent call for each client with their assigned advisor.

• Adhere to established scripts and onboarding protocols while fostering a natural, engaging dialogue.

• Ensure a consistent, positive experience for clients.

• Assist with additional fulfillment tasks as required.

⛳️ Requirements

• Experience in shared living and/or sober living environments is advantageous.

• Knowledge of real estate is beneficial.

• Must be available to work during U.S. Pacific Time business hours (9:00 AM–5:00 PM PT); weekend availability is a plus.

• Excellent communication and interpersonal abilities with a positive, enthusiastic demeanor.

• Comfortable leading individual video calls.

• Quick learner capable of following scripts and established processes.

• Proactive, organized, and dependable.

• Possess a long-term perspective.

• Background in client onboarding, customer success, coaching, virtual assistance, customer support, or similar client-facing roles.

• Familiarity with following scripts or conversation guides.

🏝️ Benefits

• Competitive salary.

• Opportunity to work remotely from any location.