Customer Onboarding VA

The Freedom Geek

Skills mentioned:Technical SupportCRM Management
Tools mentioned:Slack

About the role

🤝 Customer Onboarding
-Guide new B2B customers through the initial onboarding process
-Welcome customers and explain the next steps in their journey
-Follow repeatable onboarding workflows consistently
-Track progress and follow up on outstanding onboarding actions
🎓 Live Training & Product Guidance
-Conduct 1-2 live onboarding or training calls per customer
-Deliver clear 30-60 minute product walkthroughs
-Adapt explanations to each customer's needs
🎫 Product Support & Tickets
-Answer product questions through the help-center system
-Resolve straightforward product usage questions
-Escalate issues that need deeper technical support
-Keep responses clear, accurate, and timely
📊 CRM & Customer Follow-Up
-Update customer records and onboarding status in CRM
-Record call notes, support outcomes, and next steps
-Use Slack to share updates or blockers with the team
-Follow up on pending customer actions or responses
📈 Process & Consistency
-Follow documented onboarding and support processes
-Keep customer experiences consistent across workflows
-Identify recurring customer questions or process gaps
-Share feedback to improve onboarding and support

How to apply

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