Customer Experience Representative | $2K-$3K USD Monthly + Remote | Inc. 5000 Award-Winning, High-Growth Coaching Company
Core
Primary point of contact for community members, combining inbound/outbound support, proactive outreach, onboarding, and sensitive financial collections.
Role type
Senior Customer Experience Representative (High-touch support & collections)
Builds
Client onboarding experiences, engagement initiatives, and account maintenance for a coaching company
Domain
Personal development / Coaching / Financial services
Deliverable
client delivery
Required skills
Empathy, critical thinking, organization, judgment, proactive communication, financial accountability, CRM proficiency
Preferred skills
Experience with HubSpot, ability to handle difficult conversations, travel flexibility
Technologies
HubSpot, SMS platforms, Webinar tools
Responsibilities
Serve as trusted point of contact across phone, email, SMS, and webinars; Lead one-on-one and group client onboarding; Conduct proactive outbound outreach for engagement and account maintenance; Manage accounts receivable and pursue outstanding balances up to $10,000; Coordinate with internal teams to recommend process improvements.
Seniority
Mid-Senior, hands-on IC
