Client Onboarding Specialist

Sunday Cool•Tavares, FL

22h•$0 - $16•Onsite

About The Position

Sunday Cool, LLC is a rapidly growing custom design and apparel printing company serving camps and churches nationwide. The Client Onboarding Specialist is the first point of contact for new prospects and helps create a smooth, personal buying experience. The role responds promptly to leads from surveys, conferences, website inquiries, marketing campaigns, and prospect lists; learns about each prospect’s ministry and upcoming calendar; and documents the information in Salesforce. The specialist nurtures prospects, records potential event opportunities, and personally introduces qualified prospects to a Project Advisor when they are ready for a quote. The specialist remains available through the client’s first order and supports campaign follow-up, aged-lead recovery, and accurate lead data management. The position is based in Tavares, Florida, and is full-time, Monday through Friday, from 8:30 a.m. to 5:00 p.m. (40 hours per week). Extended hours may be required during peak season, May through July. Starting compensation is $16.00 per hour, based on experience and skills.

Requirements

1–3 years of experience in customer service, sales support, or an administrative role.
Highly organized and able to multitask across several communication channels.
Excellent written and oral communication skills; friendly and personable, especially over live chat.
Comfortable handling a high volume of leads, inquiries, and repetitive process steps.
Detail-oriented and able to track fulfillment and inventory accurately.
Intermediate or advanced knowledge of Microsoft Suite or Google alternatives.
Comfortable working in a Mac environment.

Nice To Haves

Experience with a CRM system such as Salesforce.
Understanding of the inner workings of a local church.
Knowledge of screen printing.
Outgoing personality and natural conversational ability.

Responsibilities

Make the first contact with every new lead, prioritizing phone calls and following up by text and email within one business day.
Conduct prospect discovery conversations about their organization, ministry, size, upcoming events, and previous apparel orders, and document the information in Salesforce.
Nurture prospects using samples, tiny tees, Wow Boxes, and seasonal gifts; determine what to send and when, and follow each gift with a conversation.
Create a posted opportunity for every event mentioned, including its name, date, estimated quantity, and assigned Project Advisor.
Personally introduce quote-ready prospects to a Project Advisor through a three-way call or a warm email containing discovery notes, and remain available until the first order ships.
Follow up on leads generated by Marketing, including poster scans, brochure responses, conference lists, and Woothoop+ engagement; report campaign conversion results.
Recover aged surveys and leads by qualifying and re-engaging promising prospects and closing out inactive leads.
Maintain complete and accurate lead source, buying matrix, ministry type, and contact details for each record handled.