Client Onboarding Concierge

AI Acquisition; United States; Remote; USD 20,000 - 24,000; Full time

Benefits offered by this job

Fully remote

Job summary

AI Acquisition is seeking a Client Onboarding Concierge to help new customers move through the first steps of their journey. This hands-on, client-facing role emphasizes phone communication, quick responses, and consistent follow-up.

You will welcome customers, help book calls, guide them through setup, and ensure they are prepared for onboarding. The role focuses on enabling progress, not delivering Intro or Onboarding calls.

Qualifications

• Experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or similar client-facing role.
• Strong spoken and written English communication.
• Friendly, professional, and patient demeanor.

Responsibilities

• Contact new customers quickly after purchase, aiming to reach the first call within 30 minutes.
• Welcome customers and explain their next steps in the onboarding path.
• Book and confirm Intro and Onboarding calls with customers.
• Follow up by phone, SMS, and email when there is no response.
• Help customers access platforms and complete required setup before calls.
• Rebook customers who miss appointments and reschedule as needed.
• Resolve simple login, booking, and platform issues.
• Escalate complex concerns to the appropriate team.
• Maintain accurate notes on interactions, progress, and next steps.
• Persistently follow up until onboarding is completed.

Skills

Communication skills

English fluency

Customer service

Organization

Time management

CRM familiarity

Tools

CRM platforms

Booking tools

Job description

THE ROLE

We are looking for an 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.

You will welcome new customers, help them book their 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 the formal Intro or Onboarding calls. Your job is to make sure customers are contacted, booked, prepared, supported, and moving forward.

THE COMPANY

A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.

This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.

What You Will Do:

• 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 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

What We're Looking For:

• 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
• $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