Customer Onboarding Specialist

This is a fully remote position, open to applicants in South Africa, +3 more countries.

📋 Description

• Conduct structured onboarding sessions lasting one hour with new clients, guiding them through the platform setup wizard step by step.

• Ensure clients complete all necessary setup procedures and are capable of operating the platform independently.

• Communicate effectively and patiently with business owners and operators who may have limited technical knowledge.

• Keep the calls focused, punctual, and productive.

• Address follow-up product inquiries after the initial setup calls.

• Participate in additional calls to assist customers with specific platform-related questions.

• Monitor ongoing customer issues and ensure they are fully resolved.

• Adhere to the established onboarding process without deviation.

• Record customer feedback, frequently asked questions, and recurring issues.

• Maintain accurate records of onboarding status and follow-up activities for each account.

⛳️ Requirements

• Demonstrated experience in customer onboarding, account management, customer success, or a related client-facing position.

• Excellent verbal and written English communication skills, with a clear, patient, and professional demeanor during calls.

• Comfortable leading structured video or phone conversations with business owners and operators.

• Highly organized and detail-oriented, with a strong commitment to following through on open customer inquiries and tasks.

• Quick to learn and able to become confident and proficient with a new software platform following training.

• Self-motivated and dependable in a fully remote work environment.

• Availability during US business hours is essential.

• An updated resume is required.

• A 1 to 2-minute Loom video introducing yourself, outlining your experience in customer onboarding or client support, and discussing your approach to handling confused or frustrated customers during setup calls.

• Only candidates who provide a Loom video will advance to the next stage of the hiring process.

🏝️ Benefits

• Compensation provided in USD.

• Paid bi-monthly on the 15th and 30th.

• Paid Time Off in accordance with company policy.

• Holidays recognized in line with company guidelines.

• 100% remote work setup.

• Full-time position with designated hours.