Job Title: Client Onboarding Specialist Phone & Video Calls

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: TYPE OF WORK

Full Time

: SALARY

700 Per Month / 7 Per hour

: HOURS PER WEEK

30

: DATE UPDATED

Sep 25, 2026

JOB OVERVIEW

Job Description

Get Rich Detailing is a marketing agency that helps car detailing businesses grow through Facebook and Instagram advertising. We’re hiring a confident, organized Client Onboarding Specialist to help business owners get started with our seven-day marketing free trial.

Prospects who come through our funnel can complete onboarding themselves or book a call for help. You will handle these onboarding calls, answer questions, explain how the trial works, and guide clients through the setup process.

Your goal is to make getting started easy and ensure each client completes everything our advertising team needs to launch their ads.

Responsibilities

• Conduct scheduled onboarding calls through phone and Google Meet.
• Explain what the seven-day trial includes, what it excludes, and what clients need to complete before launch.
• Clearly explain that our management fee is waived during the trial, but clients pay their own advertising budget.
• Walk clients through creating their Skool profile, joining our community, and finding the onboarding instructions.
• Use screen sharing to help clients complete forms, submit business information, and provide the required advertising account access.
• Answer common questions using our training materials and escalate technical issues to the appropriate team member.
• Follow up with clients who miss calls or leave onboarding incomplete.
• Keep accurate CRM notes, track onboarding progress, and communicate missing items to our team.
• Help clients who choose self-service onboarding when they get stuck.
• Coordinate the handoff and schedule the owner’s paid-service consultation when clients are ready to discuss continuing after the trial.

This position handles free trial education and onboarding. The owner handles sales calls for paid services.

Requirements

• Strong spoken and written English.
• Comfortable leading phone and video calls with U.S. business owners.
• Patient, friendly, and confident when explaining technology to beginners.
• Previous experience in customer support, client onboarding, or a similar client-facing role.
• Strong organization and consistent follow-up.
• Comfortable using CRMs, online forms, calendars, Google Meet, and screen sharing.
• Reliable internet, a clear microphone, a webcam, and a quiet workspace.
• Availability for scheduled calls during U.S. business hours.
• Willingness to learn our services and follow our onboarding process accurately.

Experience with Skool, Meta Business Suite, or a marketing agency is a plus. You do not need to build or manage advertising campaigns.

What Success Looks Like

Clients leave your calls understanding the trial and their next steps. Required onboarding items are completed promptly, follow-ups are handled consistently, and our advertising team receives clear, accurate handoffs.

SKILL REQUIREMENT

Customer Support English Speaking Client Relationship Management

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Job Title: Client Onboarding Specialist Phone & Video Calls

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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