Remote Client Onboarding Concierge

Growth Partner & Consultancy Limited; United States; Remote; USD 22,000 - 33,000; Full time

Benefits offered by this job

Fully remote

Growth into Customer Success or leader

Job summary

Growth Partner & Consultancy Limited seeks a Client Onboarding Concierge to welcome new customers, book calls, and guide them through setup. This hands-on, client-facing role focuses on phone communication, fast responses, and diligent follow-up to ensure onboarding progress.

You will not deliver formal Intro or Onboarding calls; your job is to contact, book, prepare, and move customers forward, with opportunities to grow into broader Customer Success roles.

Qualifications

• Strong spoken and written English.
• Confident speaking with customers by phone.
• Experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or 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.

Responsibilities

• Contact new customers quickly after 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 complex concerns.
• Keep accurate notes and records of customer interactions, progress, and next steps.
• Continue following up until the customer successfully progresses through onboarding.

Skills

Strong English

Phone communication

Customer Support

Onboarding

CRM tools

Organization

Multi-tasking

Coachable

Target-driven

Tools

CRM software

Job description

Growth Partner & Consultancy Limited seeks a Client Onboarding Concierge to welcome new customers, book calls, and guide them through setup. This hands-on, client-facing role focuses on phone communication, fast responses, and diligent follow-up to ensure onboarding progress.

You will not deliver formal Intro or Onboarding calls; your job is to contact, book, prepare, and move customers forward, with opportunities to grow into broader Customer Success roles.