Teams at AI Acquisition

Contact new customers promptly after purchase, welcome them, explain next steps, schedule and confirm onboarding calls, assist with basic setup, and follow up across phone, SMS, and email. The coordinator tracks customer progress, rebooks missed appointments, resolves simple platform issues, escalates complex concerns, and maintains accurate records until customers progress through onboarding.

Own a portfolio of active clients across onboarding, growth, scale, and at-risk stages. Diagnose blockers across offers, funnels, campaigns, sales, and fulfillment; manage expectations; resolve escalations; conduct workshops and calls; identify upsell opportunities; and maintain accurate account documentation. The role requires consulting business owners, understanding B2B lead generation and payment flows, handling difficult conversations, and operating autonomously in a fast-moving, AI-focused environment.

Own at-risk customer relationships involving dissatisfaction, disengagement, cancellations, refunds, and lost confidence. Investigate customer journeys, diagnose root causes, troubleshoot issues, lead de-escalation and recovery conversations, coordinate cross-functional resolution, and maintain customer ownership through completion. The role requires consultative communication, sound commercial judgment, accurate documentation, and the ability to identify recurring retention issues and recommend improvements.