Intake & Onboarding Specialist

9 hours, 4 minutes ago
Full-time
Senior
Customer and Technical Support
Reworks Solutions

Reworks Solutions

ReWorks Solutions provides rigorously vetted, native English-speaking remote professionals backed by white-glove management and proactive support.

Internet Software & Services

Description

  • Answer incoming calls and respond to client inquiries professionally and efficiently.
  • Follow up with website-generated leads and leads from other marketing channels.
  • Qualify prospective clients and gather complete intake information.
  • Build rapport with prospective clients and communicate company services clearly.
  • Guide new clients through the onboarding process from initial contact to enrollment.
  • Maintain accurate records in the CRM and complete required documentation.
  • Coordinate with internal teams to ensure a smooth onboarding experience.
  • Follow up with prospective clients to increase conversions and engagement.
  • Provide exceptional customer service throughout the intake and onboarding journey.

Requirements

  • Proven experience in senior-level intake, onboarding, or customer-facing roles.
  • Strong phone presence and excellent communication skills.
  • Experience handling inbound leads and converting inquiries into clients.
  • Ability to build trust and establish strong client relationships.
  • Highly organized with strong attention to detail.
  • Ability to manage multiple leads and onboarding processes simultaneously.
  • Proficiency with CRM systems and standard business software.
  • Self-motivated, proactive, and results-driven.
  • Comfortable working U.S. hours from South Africa.

Benefits

  • Remote work from home.
  • Comfortable working U.S. hours.
  • Fraud protection notice: the company will never request payment during recruitment.
  • Fraud protection notice: official communication will come from a ReWorks Solutions email address.
  • Fraud protection notice: candidates can verify suspicious messages directly with the team.

Interested in this position?

Apply directly on the company website

Apply Now

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