About the role
THE ROLE
We are looking for an Client Onboarding Concierge to help new customers successfully move through the first steps of their journey with us.
This is a hands-on, client-facing role with a strong focus on phone communication, fast response times, and consistent follow-up.
You will welcome new customers, help them book their required calls, guide them through basic setup and activation steps, follow up when actions are incomplete, and make sure they are prepared and ready for onboarding.
You will not deliver the formal Intro or Onboarding calls. Your job is to make sure customers are contacted, booked, prepared, supported, and moving forward.
THE COMPANY
A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.
This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.
What You Will Do:
Contact new customers quickly after they purchase, with a target of making the first phone attempt within 30 minutes
Welcome customers and explain their next steps
Book and confirm Intro and Onboarding calls directly with customers
Follow up consistently by phone, SMS, and email when customers do not respond
Help customers access our platforms and complete required setup and preparation before their calls
Follow up with customers who miss appointments and help get them rebooked
Resolve simple login, booking, and platform issues
Escalate more complex customer concerns to the appropriate team
Keep accurate notes and records of customer interactions, progress, and next steps
Continue following up until the customer successfully progresses through onboarding
Requirements
What We're Looking For:
Strong spoken and written English
Confident and comfortable speaking with customers by phone
Previous experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or a similar client-facing role
Friendly, professional, and patient communication style
Persistent with follow-up without being pushy
Strong organisation and attention to detail
Comfortable using CRM systems and learning new technology
Able to manage multiple customers and priorities at the same time
Reliable, coachable, and comfortable working toward clear performance targets
Benefits
Full-time opportunity
Independent Contractor Agreement
$2,000 USD monthly base
Up to $1,000 USD monthly variable compensation
Fully remote
Opportunity to grow into broader Customer Success, Onboarding, or leadership roles
Originally posted on Himalayas