Client Onboarding Coordinator

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Philippines
Remote
24K-36K Annually
Entry level
Artificial Intelligence • Business Intelligence
The Role
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.
Summary Generated by Built In

THE ROLE

We are looking for an Client Onboarding Coordinator 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.

THE COMPANY

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
  • Keep accurate notes and records of customer interactions, progress, and next steps
  • Continue following up until the customer successfully progresses through onboarding

Requirements

What We're Looking For:

  • Strong spoken and written English
  • Confident and comfortable speaking with customers by phone
  • Previous experience in Customer Support, Customer Success, Appointment Setting, Onboarding, or a 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

Benefits
  • Full-time opportunity
  • Independent Contractor Agreement
  • $2,000 USD monthly base
  • Up to $1,000 USD monthly variable compensation
  • Fully remote
  • Opportunity to grow into broader Customer Success, Onboarding, or leadership roles

Skills Required

  • Strong spoken and written English
  • Confident and comfortable speaking with customers by phone
  • Previous experience in customer support, customer success, appointment setting, onboarding, or a similar client-facing role
  • Friendly, professional, and patient communication style
  • Persistent with follow-up without being pushy
  • Strong organization and attention to detail
  • Comfortable using CRM systems and learning new technology
  • Ability to manage multiple customers and priorities simultaneously
  • Reliable and coachable
  • Comfortable working toward clear performance targets
Am I A Good Fit?
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The Company
103 Employees

What We Do

We connect businesses and empower entrepreneurs with AI that helps them achieve more, automate the boring parts of business and allow them to focus on work that can change lives. $308,960 is the average cash collected by our clients. Welcome to AI Arbitrage. We’ve partnered with 1200+ businesses to improve their lives and business with AI: In a survey of over 660 businesses with over 100 responding, business owners averaged $18,105 in monthly revenue after implementing our system. 1. Business Set-up Ai Agents Launch your AI business. Creating your website, logo and social media accounts. Choosing your niche and selecting AI systems. 2. Selling Ai Agents Ai Agents to write cold emails, AI Agents to create a sales proposal, AI Agents to Analyse your Sales Calls 3. Deliver License our advanced AI systems and install them into your client's business to deliver exceptional results 4. Scale Leverage a team of AI Agents to potentially take on more clients compared to if you were just doing this yourself Then potentially place a proven operator and train them to manage the AI agents so you get out of the day-to-day. It’s how we’ve been able to get results like these… ➤ KinCreative went from $50,000 to $250,000/mo in 12 months ➤ DLI scaled from $100,000 to $200,000/mo ➤ Olive Group - $2 - $10M/year ➤ Social Profit Media hit $3.6M/yr ➤ Impact Orthodontics hit $5M/yr ➤ Rik went from a corporate job to $32,000/mo ➤ Joe went from a corporate sales job to $40,000/mo while doing this part-time ➤ Elizabeth went from working a depressing 9-5 as an admin assistant to making $75,000 DISCLAIMER: All testimonials shown are real, but do not claim to represent typical results. Any success depends on many variables, which are unique to each individual, including commitment and effort. Testimonial results are meant to demonstrate what the most dedicated students have do

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