Job Description:

• Conduct onboarding meetings with new clients via Zoom
• Guide clients through the intake process and onboarding forms
• Gather client requirements and communicate key information to the internal team
• Explain AI solutions, processes, and expectations in a clear, client-friendly manner
• Serve as the primary point of contact during the onboarding process
• Ensure clients feel supported, informed, and confident throughout their onboarding experience
• Maintain accurate client records and onboarding information within CRM and internal systems
• Coordinate with internal teams to ensure a smooth onboarding process
• Follow up with clients to gather required information and keep onboarding on track
• Assist with customer support inquiries and ongoing client communication as needed
• Learn and maintain a basic understanding of the company's AI solutions and services
• Perform other duties related to the position as assigned

Requirements:

• Proficient level of English (written and spoken)
• Excellent interpersonal and communication skills
• Minimum 1 year of experience in intake, onboarding, customer service, or a client-facing role
• Ability to conduct professional Zoom meetings independently
• Tech-savvy with the ability to explain technology-related concepts to clients
• Comfortable discussing AI tools and technology
• Highly organized, dependable, and professional
• Experience with or knowledge of AI tools and technologies is highly preferred
• Ability to manage multiple tasks in a fast-paced environment
• Ability to quickly learn new systems, software, and workflows
• Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (spreadsheets, document management)
• Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach
• Positive attitude and the ability to learn and adapt quickly
• Ability to understand and follow established processes accurately with minimal supervision
• Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs
• Interested in long-term career opportunities
• Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet

Benefits:

• 100% remote work
• Full-time position with 40 hours weekly
• Long-term opportunity
• Great work environment with potential for growth