Act as the first point of contact, guiding prospective clients through the intake process with empathy and professionalism.
Conduct initial intake calls, collect detailed client information, and maintain accurate records and retention metrics.
Support the Client Intake Manager with reporting, track non-retaining prospects, and ensure consistent communication following firm guidelines.
Job Duck connects ambitious individuals with remote job opportunities at US-based companies, fostering career growth and cultural diversity. As a lifestyle company, it prioritizes employee well-being and has earned the Great Place to Work Certification annually since 2022.
Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events, owning customer questions and issues from initial contact through resolution.
Lead client onboarding experiences one-on-one and through live virtual webinars, confidently engaging and presenting to groups of clients while guiding them through the coaching programs.
Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives.
Our client is a fast-growing coaching and personal development company founded in 2016, helping entrepreneurs and individuals achieve their full potential. The company has been ranked in the top 100 on the Inc. 500 list and hosts major live events.
Make outbound cold calls to prospective customers to generate quality leads and close sales.
Collaborate with Account Executives to resource targeted lead lists and facilitate team huddles.
Track leads, opportunities, and customer records in Salesforce CRM to accurately reflect opportunity stage forecasting.
Republic Services is a leader in the environmental services industry, providing recycling, waste, hazardous waste, and field services. With 42,000 team members, the company fosters an inclusive, diverse culture and maintains a high employee engagement score of 86.
Conduct inbound and outbound calls to prospective clients, perform intake, and build rapport.
Close deals by guiding qualified leads through consultations and handling objections.
Maintain accurate records, follow up persistently, and meet performance targets.
We are a growing U.S.-based family law firm. We focus on providing personalized legal services to clients in stressful situations. Our team is performance-driven and sales-focused, with a supportive environment.
Make outbound calls, leave voicemails, and follow up with prospective clients to qualify business owners.
Schedule appointments with qualified prospects and maintain long-term relationships through consistent follow-up.
Use Salesforce and omnichannel lead-generation systems to manage prospect engagement and escalate opportunities.
Wing is a company that helps businesses build world-class teams and automate operations. They foster an inclusive culture and provide upskilling opportunities for employees.
Serve as the primary point of contact for callers with a warm, professional presence.
Manage scheduling, gather client information, and route calls to the right teams.
Work fully remotely using RingCentral, Google Workspace, and client management platforms.
The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.
Research and identify target accounts using various tools and resources to build a robust prospect list.
Initiate outreach through cold calls, emails, and social media to generate interest and qualify leads.
Maintain accurate records of prospect interactions and pipeline status in our CRM.
Customer.io helps teams send smarter, more relevant messages using real-time behavioral data, serving over 9,000 companies. We're a culture of empathy, transparency, responsibility, and a little awkwardness, committed to taking great care of our people.
Contact potential clients through outbound cold calls and emails to identify needs.
Qualify leads from marketing campaigns and proactively seek new business opportunities.
Partner across sales teams and act as subject matter expert on Abnormal AI product offering.
Abnormal Security protects organizations from AI-powered cybercrime using a behavioral AI platform. It has over 4,500 enterprise customers and emphasizes a collaborative, high-performance culture.
Drive lead conversion by setting qualified appointments and coordinating follow-ups.
Maintain accurate CRM data and achieve daily outreach targets.
Use analytics and coaching mindset to optimize conversion rates.
Jobs for Humanity partners with Company to build an inclusive and just employment ecosystem. We prioritize individuals from all walks of life, focusing on diversity and equal opportunity.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Manage outbound client calling and appointment scheduling for a financial-services agency serving existing policyholders.
Use approved scripts to follow up on annual reviews, lapsed policies, and banking changes, and book appointments.
Maintain client lists, document call outcomes, and provide regular updates while working 20 hours per week remotely.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. They offer free training, constant support, and a vibrant community for their contractors.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Research organizations and identify prospective clients whose needs align with company services.
Conduct thoughtful outreach via email, phone, and networking platforms, and respond to inbound inquiries.
Qualify leads, maintain CRM records, and coordinate meetings while following a structured sales process.
Suricats Consulting provides consulting services to help clients achieve their goals. The company fosters a professional, collaborative culture and invests in coaching and skill development for its team.
Assess client needs and teach options as a virtual consultant.
Handle admin tasks including notes, appointments, and CRM hygiene.
Work from home with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants provides remote consulting services, hiring virtual consultants to assess client needs and teach options. The company values driven, trainable, and dependable individuals, offering full training and performance-based advancement in a remote work culture.
Manage day-to-day client operations and requests, serving as a responsive point of contact for routine questions.
Help execute Bridg's client engagement model, including onboarding tasks, status updates, and recurring client touchpoints.
Monitor client usage, prepare reporting and materials, and collaborate cross-functionally to resolve client issues.
PAR Technology is a leader in restaurant technology, providing software and hardware solutions for over 100,000 restaurants in more than 110 countries. Its Bridg division offers an enterprise identity resolution and data platform, with a collaborative 'Better Together' culture.
Handle inbound and outbound phone calls to assist customers with inquiries.
Document all interactions in ticketing systems and track requests.
Research customer claims and provide accurate data within required timeframes.
HealthEdge provides AI-powered operational infrastructure for health insurance companies, giving them an enduring financial edge. The company is growing and investing in its people to shape the future of healthcare technology.
Research prospective clients and identify potential business opportunities.
Reach out via phone and email to introduce Amber Labs’ services.
Build and maintain professional relationships and schedule meetings with potential clients.
Amber Labs is a digital transformation consultancy helping organizations solve complex technology and business challenges. The company values respect, ownership, and curiosity, and fosters a collaborative culture.
Onboard new customers and guide them through the product to drive early adoption and success.
Manage ongoing customer relationships across email, phone, and chat, resolving issues and coordinating internally.
Track customer health metrics, identify upsell opportunities, and maintain CRM records to surface insights.
The company is an early-stage AI recruiting platform that helps hiring teams manage and optimize their recruiting processes. It is a small, customer-focused startup that values long-term partnerships and proactive customer success.
Build pipeline by initiating conversations and building relationships with potential customers through phone, email, LinkedIn, and events.
Collaborate with account executives and marketing to develop territory strategy and execute outbound prospecting.
Research accounts to identify key personas and personalize messaging to qualify interest in Wiz.
Wiz is a leading cloud security company that enables teams to secure cloud and AI applications by connecting code, cloud, and runtime into a single shared context. Trusted by over 65% of the Fortune 100, Wiz is one of the fastest-growing startups ever, now powered by Google, with a culture that values world-class talent and creativity.