Building quality global teams that drive efficiency and results
Intake & Onboarding Specialist
Location
South Africa
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Intake & Onboarding Specialist
ReWorks Solutions
• Answer incoming calls and respond to client inquiries professionally and efficiently. • Follow up with leads generated through the company website and other marketing channels. • Qualify potential clients and gather all necessary intake information. • Build rapport with prospective clients and effectively communicate company services. • Guide new clients through the onboarding process from initial contact to enrollment. • Maintain accurate records in the CRM and ensure all documentation is completed. • Coordinate with internal teams to ensure a smooth client onboarding experience. • Follow up with prospective clients to maximize conversions and engagement. • Provide exceptional customer service throughout the intake and onboarding journey.
Job 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.
- Comfortable managing multiple leads and onboarding processes simultaneously.
- Proficient with CRM systems and standard business software.
- Self-motivated, proactive, and results-driven.
Benefits
- Comfortable working U.S. hours
- Remote work from home
- Fraud Disclaimer: ***ReWorks Solutions will never request payment during recruitment or require in-person office visits. All official communication will come from a ReWorks Solutions email address. Please verify any suspicious messages with our team directly.
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