Panel Onboarding & Activation Agent (Outbound Focus)

Fifty5Blue•Miami, FL

2d•Onsite

About The Position

At Fifty5Blue, we don’t just support panel members, we actively guide them through onboarding and ensure they successfully join and participate in our research panel. This is a high-impact, outbound-focused role where you will spend the majority of your time engaging panel members by phone, helping them complete onboarding, and ensuring a smooth setup experience. If you enjoy speaking with people, taking ownership of outcomes, and driving results, this role is for you.

Requirements

1–3 years of experience in customer service, onboarding, sales, or outbound calling roles
Comfortable making a high volume of outbound calls daily
Strong communication and persuasion skills
Highly organized with strong attention to detail
Comfortable using CRM systems and digital tools
Positive, resilient, and proactive mindset

Responsibilities

Outbound Engagement & Activation Conduct high-volume outbound calls to guide panel members through onboarding
Drive completion of onboarding steps, including setup and verification
Follow up with panel members to ensure successful activation
Take ownership of onboarding progress and conversion outcomes
Panel Onboarding Walk panel members through the onboarding and setup process step-by-step
Ensure all required documentation and verification steps are completed
Manage onboarding pipelines and follow-up touchpoints
Panel Member Support Respond to inbound inquiries via phone, email, and text
Troubleshoot onboarding or access issues
Provide clear, professional, and timely support
Operational Coordination Partner with Operations, Logistics, IT, and Quality teams
Ensure devices and tools are properly assigned and functioning
Track onboarding progress and escalate blockers when needed
Systems & Documentation Maintain accurate records in CRM and internal systems
Upload and verify documentation
Ensure data accuracy and compliance