Client Onboarding Concierge

AI Acquisition

6h•Remote

About The Position

We are looking for a Client Onboarding Concierge to help new customers successfully move through the first steps of their journey. This is a hands-on, client-facing role focused on phone communication, fast response times, and consistent follow-up. You will welcome new customers, help them book 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 formal Intro or Onboarding calls; your role is to ensure customers are contacted, booked, prepared, supported, and progressing. The role sits within the onboarding organization and is dedicated to a fast-growing product line. The company describes itself as a profitable, bootstrapped, multi-8-figure ARR business with more than 200 team members, and says its marketing and sales engine has been refined across a dozen product launches and more than $100 million in ad spend. The position is intended to help customers complete onboarding, renew, and refer. This is a fully remote, full-time opportunity under an Independent Contractor Agreement. Compensation is a $2,000 USD monthly base plus up to $1,000 USD in monthly variable compensation. There is an opportunity to grow into broader Customer Success, Onboarding, or leadership roles.

Requirements

Strong spoken and written English.
Confidence and comfort 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 follow-up without being pushy.
Strong organisation and attention to detail.
Comfort using CRM systems and learning new technology.
Ability to manage multiple customers and priorities at the same time.
Reliability, coachability, and comfort working toward clear performance targets.

Responsibilities

Contact new customers quickly after 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 platforms and complete required setup and preparation before their calls.
Follow up with customers who miss appointments and help them get 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 customers successfully progress through onboarding.