Intake & Onboarding Specialist

Position: Intake & Onboarding Specialist

Location: Remote (South Africa, working US Hours – 9 AM to 5 PM EST)

Type: Full-Time

Overview

We are seeking an experienced Intake & Onboarding Specialist with a strong background in client intake, sales, and customer engagement. This role is responsible for handling inbound inquiries, following up on website-generated leads, gathering client information, and guiding new clients through the onboarding process.

Responsibilities:

• 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 t...