[Hiring] Client Onboarding Concierge @AI Acquisition

Role Description

We are looking for a Client Onboarding Concierge to help new customers successfully move through the first steps of their journey with us. This is a hands-on, client-facing role with a strong focus on phone communication, fast response times, and consistent follow-up.

• Welcome new customers and help them book their required calls.
• Guide them through basic setup and activation steps.
• Follow up when actions are incomplete.
• Ensure customers are prepared and ready for onboarding.
• Contact new customers quickly after they purchase, with a target of making the first phone attempt within 30 minutes.
• Explain customers' 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 our platforms and complete required setup and preparation before their calls.
• Follow up with customers who miss appointments and help get them 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 the customer successfully progresses through onboarding.

Qualifications

• Strong spoken and written English.
• Confident and comfortable 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 with follow-up without being pushy.
• Strong organisation and attention to detail.
• Comfortable using CRM systems and learning new technology.
• Able to manage multiple customers and priorities at the same time.
• Reliable, coachable, and comfortable working toward clear performance targets.

Requirements

• Full-time opportunity.
• Independent Contractor Agreement.
• $2,000 USD monthly base.
• Up to $1,000 USD monthly variable compensation.
• Fully remote.
• Opportunity to grow into broader Customer Success, Onboarding, or leadership roles.