FMG

Customer Onboarding Specialist

FMG

full-time

Posted on:

Location Type: Remote

Location: Remote • Alabama, Arizona, Florida, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Minnesota, Missouri, Montana, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin • 🇺🇸 United States

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Salary

💰 $18 per hour

Job Level

Mid-LevelSenior

About the role

  • Lead exciting 1-to-1 or 1-to-many video conference calls with customers, assisting with the set-up and configuration of their newly acquired marketing tools.
  • Host periodic ‘checkups’ to ensure client adoption and success with their FMG Suite products.
  • Communicate with/respond to clients in an accurate and timely manner.
  • Exercise patience and understanding when the subscriber is frustrated or not understanding the setup process.
  • Ability to set proper expectations with subscribers throughout the setup process.
  • Work with Salesforce, FMG Suite’s Advisor Admin, Google Suite, and Acuity Scheduling to move a subscriber through the setup process.
  • Provide feedback to management on the efficacy of the Customer Onboarding Specialist position.

Requirements

  • Prior customer service or support experience.
  • Highly organized.
  • Excellent communication skills, both written and verbal.
  • Strong interpersonal skills.
  • Strategic thinking.
  • Prior Teaching or Customer Service experience preferred.
  • Experience working with Hubspot and video conferencing software preferred.
Benefits
  • Generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
  • Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
  • Medical with $0 co-pay.
  • Telehealth plan.
  • Dental.
  • Vision.
  • Health Savings Account (HSA) with generous employer contributions.
  • Flexible Spending Accounts (FSA).
  • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage.
  • Company-paid Short & Long Term Disability coverage.
  • Company-paid Employee Assistance Program (EAP).
  • Matching 401(k) with immediate full vesting.
  • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit.
  • Internet & Gym Reimbursement!
  • Work computer equipment provided.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
customer servicecommunicationinterpersonal skillsorganizational skillsstrategic thinkingpatienceunderstandingexpectation management