Client Onboarding Specialist - Shared Living/Sober Living (Remote)

About the role

We're looking for a Coach / Virtual Assistant to join our Fulfillment team and provide an exceptional onboarding experience for new clients. In this client-facing role, you'll conduct one-on-one video onboarding calls, guide clients through their first steps, answer questions, and ensure they feel confident moving forward in the program. This role is best suited for someone energetic, personable, and enjoys building connections through conversation.

Responsibilities

• Conduct 30-minute one-on-one onboarding video calls with new clients.
• Walk clients through the onboarding process, program expectations, and first steps.
• Discuss client goals and answer initial questions.
• Schedule each client's next call with their advisor.
• Follow established scripts and onboarding processes while maintaining a natural, engaging conversation.
• Deliver a consistent, positive client experience.
• Support additional fulfillment tasks as needed.

Requirements

• Experience working with shared living and/or sober living homes is a plus.
• Real estate knowledge is a plus.
• Available to work U.S. Pacific Time business hours (9:00 AM-5:00 PM PT); weekend availability is a plus.
• Strong communication and interpersonal skills with a positive, energetic attitude.
• Comfortable leading one-on-one video calls.
• Quick learner who can follow scripts and processes.
• Proactive, organized, and reliable.
• Long-term mindset.
• Experience in client onboarding, customer success, coaching, virtual assistance, customer support, or similar client-facing roles.
• Experience following scripts or talk tracks.

Benefits

• Competitive salary.
• Work remotely from anywhere.