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About the role
Key responsibilities & impact- Serve as the primary virtual point of contact for new and incoming clients.
- Initiate outbound calls, emails, and messages to welcome and onboard clients.
- Engage in conversations to discover client needs and goals.
- Clearly explain service offerings and recommend next steps.
- Schedule follow-up calls or connect clients with the right team members.
- Maintain detailed and accurate client records in our CRM system.
Requirements
What you’ll need- High school diploma or college degree preferred.
- Professional, friendly communicator who thrives in a client-facing environment.
- Organized and comfortable working in a work from home setting.
- A people-first approach with strong listening and follow-up skills.
- Previous experience in sales, appointment setting, or client-facing role a plus.
Benefits
Comp & perks- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexibility with structured support.
- Opportunities for advancement with a growing company.
- A team culture that values professionalism and performance.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
professional communicatorfriendly communicatororganizedstrong listening skillsfollow-up skillsclient-facing skills
Certifications
high school diplomacollege degree
