Member Engagement

Legacy Farmer; Welcome (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Uncapped PTO

Remote-first environment

Opportunities for growth

Job summary

A mission-driven financial support company is seeking a Customer Engagement Specialist. This role involves onboarding new members, coordinating payments, and providing proactive support to farm families. Ideal candidates will have strong communication skills and a background in agriculture. Join a collaborative, remote-first team dedicated to empowering farmers nationwide.

Qualifications

• Experience in customer service, account management, or onboarding preferred.
• Background in agriculture or experience with farm and ranch families is highly valued.
• Experience in customer service, account management, or onboarding preferred.
• Empathetic, professional, and dependable team member.
• Background in agriculture or farm/ranch families is highly valued.

Responsibilities

• Welcome and onboard new members with clear communication.
• Coordinate payment plans and follow up on billing.
• Schedule and confirm coaching calls.
• Provide friendly, proactive support to farm families.
• Collaborate with sales and coaching teams for smooth handoffs.
• Track client progress and flag potential risks.

Skills

Excellent communication

Relationship-building

Organizational skills

Customer service experience

Empathy

Job description

Legacy Farmer is always looking for growth-oriented, high performance people ready to deliver amazing results for our clients and team.

Location
Fully Remote

Uncapped PTO
Within Reason

Who We Are

At Legacy Farmer, we are committed to helping Farmers Master their Finances and Build a Great Business that will Thrive for multiple generations in the future. Our work matters here and we will do whatever is required to accomplish our mission of helping the great people in this industry.

About the Role

We’re seeking a Customer Engagement Specialist to serve as the first point of contact for new members. This role is responsible for onboarding, payment coordination, and ensuring clients feel supported and prepared for their coaching journey.

What You’ll Do

• Welcome and onboard new members with clear communication and next steps.
• Coordinate payment plans and follow up on billing as needed.
• Schedule and confirm coaching calls, sending reminders to keep clients on track.
• Provide friendly, proactive support to farm families via phone, email, and video.
• Collaborate with sales and coaching teams to ensure smooth handoffs.
• Track client progress and flag potential risks for re-engagement.

What We’re Looking For

• Excellent communication and relationship-building skills.
• Organized and detail-oriented, with the ability to manage multiple clients at once.
• Experience in customer service, account management, or onboarding preferred.
• Empathetic, professional, and dependable team player.
• Background in agriculture or experience working with farm and ranch families is highly valued, as it helps build deeper trust and connection with our members.

Why Join Us?

• Be part of a mission-driven company supporting farm families nationwide.
• Collaborative, remote-first team environment.
• Opportunity to grow within a fast-growing coaching and technology company.

Disclaimer: The information provided in this content is for informational purposes only and does not constitute financial, investment, or legal advice. While we strive for accuracy, the information presented may not reflect the latest market conditions, regulations, or developments. No guarantees are made regarding the completeness or reliability of this content. Before making any financial decisions, always consult a qualified professional. We assume no liability for any actions taken based on the information provided.