Client Onboarding Specialist
P
PavagoPodcast production
South Africa, U.S. Business HoursFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Customer serviceTime Management
Requirements
- Previous experience in customer service, client onboarding, or another client-facing role.
- Excellent verbal and written communication skills.
- Strong organizational skills, attention to detail, and time management.
- Confidence leading video calls and guiding clients through technical processes.
- Ability to manage multiple clients and follow up consistently on outstanding tasks.
- Comfort using remote workflow monitoring software.
- Reliable computer with at least 8GB RAM and a high-speed internet connection.
- External webcam, quality headset or microphone, and a professional workspace.
- Willingness to complete additional assessments as assigned.
- Marketing or social media experience is a nice-to-have.
- Podcasting, media production, or broadcasting experience is a nice-to-have.
- Experience working with attorneys or other professional service clients is a nice-to-have.
Responsibilities
- Conduct welcome calls to review equipment requirements and coordinate technical setup.
- Lead onboarding calls to collect client information, establish podcast details, and explain processes and expectations.
- Guide clients through onboarding and answer questions clearly and professionally.
- Assist clients with social media setup and account connections.
- Coordinate technical checks and help clients troubleshoot basic technical issues before their first recording.
- Ensure required onboarding steps are completed before the recording date.
- Track onboarding progress, follow up on outstanding information, and keep clients on schedule.
- Maintain accurate client records and update onboarding documentation.
- Coordinate a handoff to the Client Success team once onboarding is complete.
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