Client Support & Onboarding Specialist

Cardone Training Technologies, Inc.; Florida; On-site; USD 45,000 - 60,000; Full time

Job summary

Cardone Training Technologies, Inc. seeks a Client Support Specialist to serve as the frontline for client communications and service delivery.

You will guide post‑sale onboarding, resolve concerns, and maintain professional, accurate interactions across high volumes of inbound inquiries. Your role ensures client satisfaction, brand reputation, and retention by managing inquiries, moderating events, and coordinating with Sales, Finance, Coaching, Platform, and Events teams to resolve requests.

Qualifications

• Prior experience in customer support, client services, or similar client-facing roles.
• Experience managing high volumes of inbound email and phone communication preferred.
• Onboarding or presentation experience is a plus.
• Exposure to sales or revenue-support environments is beneficial.
• Strong written and verbal communication skills.

Responsibilities

• Serve as the primary responder for all inbound client communications, including email and phone inquiries.
• Manage and prioritize the Client Support inbox (Zendesk), ensuring rapid, accurate, and professional responses.
• Answer all inbound company phone calls, routing or resolving inquiries as appropriate.
• Provide timely follow-up on unresolved client requests to ensure full closure.
• Maintain response-time standards aligned with service-level expectations.
• Act as the first post-sale point of contact, guiding clients through access, expectations, and next steps.
• Educate clients on company platforms, content, and program structure to ensure confident program adoption.
• Document all client interactions accurately within the CRM system.
• Moderate online events, webinars, and live training sessions to ensure smooth client participation.
• Monitor chat, Q&A, and technical concerns during live sessions.
• Escalate urgent issues in real time to appropriate internal teams.
• Participate in in-person company events hosting corporate clients to provide on-site support as needed.
• Partner with Sales, Finance, Coaching, Platform, and Events teams to resolve client-related requests.
• Escalate billing, platform access, or technical concerns to appropriate departments.
• Ensure all interdepartmental communication regarding client matters is clear, documented, and actionable.
• Track recurring client issues and communicate patterns to leadership for process improvement.
• Maintain accurate and detailed notes in CRM systems for all client communications.
• Ensure client records are updated with relevant account changes, inquiries, and resolutions.
• Utilize Google Drive, Sheets, and internal tools to maintain organized client documentation.
• Address client concerns with professionalism, empathy, and solution-focused communication.
• De-escalate situations calmly while protecting company policies and standards.
• Demonstrate strong judgment when determining when to resolve independently versus escalation.
• Maintain a consistent, positive representation of the brand across all communication channels.

Skills

Customer-centric

Communication

Time management

Problem solving

CRM proficiency

Multitasking

Tools

HubSpot

Monday.com

Zendesk

Google Workspace

Microsoft Office

Mac OS

Job description

Cardone Training Technologies, Inc. seeks a Client Support Specialist to serve as the frontline for client communications and service delivery.

You will guide post‑sale onboarding, resolve concerns, and maintain professional, accurate interactions across high volumes of inbound inquiries. Your role ensures client satisfaction, brand reputation, and retention by managing inquiries, moderating events, and coordinating with Sales, Finance, Coaching, Platform, and Events teams to resolve requests.