Client Onboarding Concierge

About the role

A multi-8-figure ARR business with 200+ team members is looking for a Client Onboarding Concierge to help new customers move through the first steps of their journey. This is a hands-on, client-facing, fully remote role focused on phone communication, fast response times and consistent follow-up. You will welcome new customers, help them book their calls, guide them through basic setup and activation, and make sure they are ready for onboarding; you will not deliver the formal Intro or Onboarding calls.

Key responsibilities

• Contact new customers quickly after purchase, with a target of a 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 by phone, SMS and email when customers do not respond
• Help customers access the platforms and complete required setup and preparation
• Follow up with customers who miss appointments and help rebook them
• Resolve simple login, booking and platform issues, and escalate complex concerns
• Keep accurate notes of interactions, progress and next steps, and continue follow-up until onboarding is complete

Required profile

• Strong spoken and written English
• Previous experience in Customer Support, Customer Success, Appointment Setting, Onboarding or a similar client-facing role
• Friendly, professional and patient, persistent but not pushy
• Strong organisation and attention to detail
• Able to manage multiple customers and priorities at once
• Reliable, coachable and able to work toward clear performance targets

Required skills

• Comfortable using CRM systems and learning new technology
• Comfortable speaking with customers by phone

What we offer

• Full-time, independent contractor agreement
• $2,000 USD monthly base, with up to $1,000 USD monthly variable compensation
• Fully remote work
• Opportunity to grow into broader Customer Success, Onboarding or leadership roles