Client Onboarding Concierge

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.

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