Intake & Onboarding Specialist

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

📋 Description

• Manage incoming calls and respond to client inquiries in a professional and efficient manner.

• Follow up on leads generated from the company website and various marketing initiatives.

• Assess potential clients and collect all required intake details.

• Establish a connection with prospective clients and effectively convey the company's services.

• Assist new clients throughout the onboarding process, from the initial contact to enrollment.

• Keep precise records in the CRM and ensure all necessary documentation is completed.

• Collaborate with internal teams to provide a seamless client onboarding experience.

• Follow up with potential clients to enhance conversions and engagement.

• Deliver outstanding customer service throughout the intake and onboarding process.

⛳️ Requirements

• Demonstrated experience in senior-level intake, onboarding, or customer-oriented positions.

• Strong phone skills and exceptional communication abilities.

• Experience in managing inbound leads and converting inquiries into clients.

• Capacity to build trust and foster robust client relationships.

• Highly organized with a keen attention to detail.

• Comfortable overseeing multiple leads and onboarding procedures concurrently.

• Proficient with CRM systems and standard business applications.

• Self-motivated, proactive, and focused on achieving results.

🏝️ Benefits

• Flexibility to work U.S. hours.

• Opportunity for remote work from home.

• ***Fraud Disclaimer: ***ReWorks Solutions will never request payment during recruitment or require in-person office visits. All official communication will come from a ReWorks Solutions email address. Please verify any suspicious messages with our team directly.