Customer Success & Onboarding Specialist

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: TYPE OF WORK

Full Time

: SALARY

USD 3-5/ hour

: HOURS PER WEEK

40

: DATE UPDATED

Aug 17, 2026

JOB OVERVIEW

Website: IDEA VENTURE STUDIO
Location: Remote
Status: Full-time

Role Summary
As a Customer Success & Onboarding Specialist, your role is to ensure that newly signed partners successfully launch and start earning through our Refer & Earn program.

You will guide partners step-by-step—from onboarding to widget installation—while helping them understand how to maximize their earning potential. This role is critical in turning signups into fully activated, revenue-generating partners.

What You’ll Do
Conduct outbound outreach via calls and emails to introduce the referral program
Clearly explain the earning potential and value proposition to business owners
Drive partner sign-ups and widget placements
Perform consistent and strategic follow-ups to maximize conversions
Maintain accurate records of all outreach and progress in the CRM system

How Success is Measured
Your performance will be evaluated based on:
Number of partners onboarded per week
Activation rate (partners who successfully install the widget)
Conversion rate from outreach to signup

Ideal Candidate Profile
We’re looking for someone who is:
Sales-driven and persuasive, with the ability to sell opportunities—not just products
Confident in explaining earning potential and ROI-based pitches
Highly organized and consistent with follow-ups
Energetic, engaging, and comfortable speaking with business owners
Results-oriented and motivated by targets and incentives
Fluent in English with clear and natural communication

SKILL REQUIREMENT

Customer Support Insurance Client Relationship Management

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Customer Success & Onboarding Specialist

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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