Client Onboarding Coordinator
New
A
AI AcquisitionSoftware, Marketing
PhilippinesContractMiddle
Salary$2,000 USD monthly base. Up to $1,000 USD monthly variable compensation.
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Job Details
- Languages
- English
- Required Skills
- Customer SuccessCRMCustomer support
Requirements
- Strong spoken and written English proficiency.
- Confident and comfortable communicating with customers via phone.
- Previous experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or a similar client-facing role.
- Friendly, professional, and patient communication style.
- Ability to be persistent with follow-up.
- Strong organization and attention to detail.
- Experience using CRM systems.
- Ability to learn new technology quickly.
- Capable of managing multiple customers and priorities simultaneously.
- Reliable, coachable, and able to work toward performance targets.
Responsibilities
- Contact new customers within 30 minutes of purchase.
- 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 platforms and complete setup and preparation before their calls.
- Follow up with customers who miss appointments and assist with rebooking.
- Resolve simple login, booking, and platform issues.
- Escalate complex customer concerns to the appropriate team.
- Keep accurate notes and records of customer interactions.
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