Client Onboarding Coordinator

• Contact new customers quickly after they 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 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

• 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

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