Client Onboarding Specialist
Mogli
Client Onboarding Ambassador
Phillips Industries
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $62,000 per year
Job Level
Mid-LevelSenior
About the role
- Deliver a PJ-branded, five-star welcome to new trade applicants
- Make outbound calls to confirm business details and assign accounts appropriately
- Ask guided intake questions to collect project information and client needs
- Create web user profiles and logins for new trade accounts
- Provide introductory product and brand information prior to sales team hand-off
- Guide non-trade inquiries to appropriate ecommerce or partner resources
- Track all activities and communications in CRM to ensure seamless follow-up
- Enter customer and business details accurately into CRM
- Place initial sample and mailer orders for new trade accounts
- Respond to phone and email inquiries with speed and professionalism
- Provide basic product, pricing, and stock information to clients
- Route more complex or in-depth inquiries to the appropriate sales team
- Support sales team continuity and maintain a consistent onboarding experience
Requirements
- You have at least three years of success in sales, sales development, or telesales.
- Experience within the design industry is a strong plus.
- Your written and verbal communication skills are excellent.
- You are comfortable navigating customer relationship management systems.
- You are self-motivated and disciplined, able to work independently in a remote setting.
- You genuinely enjoy helping people and are committed to delivering a positive experience for every client.
- You are comfortable juggling multiple tasks at once while maintaining attention to detail.
- You have a warm and friendly communication style that makes clients feel heard and supported.
Benefits
- Comprehensive medical coverage with employee premiums as low as $40 per month
- Coverage options for spouse, domestic partner, civil union partner, and family
- Health Reimbursement Account (HRA) to offset medical expenses
- Prescription, dental, and vision coverage to support whole-person wellness
- Flexible Spending Accounts (FSAs) for healthcare and dependent care
- Employee Assistance Program that supports your mental, financial, and physical well-being
- Pet insurance for your four-legged companions
- 16 paid personal days each year to relax, recharge, or travel
- Paid holidays including New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving, Christmas Eve, Christmas Day, and New Year’s Eve
- Additional paid time off during our annual company closure between Christmas and New Year’s
- Earn extra paid time off by completing your annual wellness physical
- Up to three paid days each year to give back through volunteer work
- Exclusive employee discount on Phillip Jeffries wallcoverings to elevate your home
- Access to Working Advantage with discounts on travel, entertainment, and everyday purchases
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salessales developmenttelesalescustomer relationship management
Soft skills
written communicationverbal communicationself-motivationdisciplineattention to detailcustomer serviceproblem-solvingmultitaskingwarm communicationsupportive communication
