Customer Service Officer
Hybrid
Core
First point of contact for new clients, guiding them from initial enquiry through to a signed service agreement and onboarding.
Role type
Customer Service Officer (Onboarding & Client Support)
Builds
Client onboarding process and service agreements
Domain
Professional Services / Client Onboarding
Deliverable
client delivery
Required skills
Phone and email communication, client onboarding, appointment coordination, documentation management, CRM data entry, multi-tasking
Preferred skills
Retail or hospitality experience, quick learner, proactive follow-up
Technologies
HubSpot