Key skills
CRMCommunicationSales
About this role
Role Overview
- Welcome new clients and guide them through the onboarding process
- Conduct virtual onboarding calls to understand client needs, goals, and workflows
- Coordinate with internal teams to ensure accurate setup and timely service
- Track onboarding progress and maintain detailed records in CRM systems
- Address questions or concerns and escalate issues when needed
- Ensure a smooth transition from onboarding to ongoing account support
Requirements
- Experience in customer onboarding, client services, or sales is preferred but not required
- Strong communication and relationship-building skills
- Highly organized with excellent follow-up and attention to detail
- Comfortable working in a fully remote, fast-paced environment
- Tech-savvy with the ability to learn new tools and processes quickly
- Professional, positive, and solution-oriented mindset
Benefits
- Competitive base salary plus performance-based bonuses
- Benefits including medical, dental, 401(k), and paid time off
- Fully remote position with structured support
- Collaborative and growth-oriented team culture