Offer summary

Qualifications:

Previous experience in customer support, onboarding, or client training is preferred., Proficiency with Trello, CRM tools, and email scheduling is essential., Excellent written and verbal communication skills are required., Strong attention to detail and time management skills are necessary..

Key responsabilities:

Respond to client inquiries and Trello messages within 2 business hours.

Conduct quality checks during the onboarding process and train new clients on the BLC system.

Update the Onboarding Dashboard weekly and manage Trello tasks to ensure timely completion.

Monitor client accounts and provide ongoing support, resolving issues as needed.

Job description

Builder Lead Convertor

Onboarding & Account Management Assistant

Are you a highly organized, tech-savvy professional with a passion for customer success? Do you thrive in a fast-paced, client-focused environment? If so, we want you to join our team at Builder Lead Converter!

About Us

Builder Lead Converter is a digital marketing and client acquisition platform designed for professionals in the construction and remodeling industries. We help contractors, builders, and remodelers generate high-quality leads, streamline their customer relationships, and scale their businesses with innovative CRM tools and marketing automation.

About The Role

We are seeking an Onboarding & Account Management Assistant to ensure a seamless experience for our new clients. This role will play a vital part in client communication, onboarding management, and account support, helping our customers get the most out of BLC's platform.

What You'll Do

Client Communication

Respond to Trello messages and client inquiries within 2 business hours.
Ensure clear, timely, and professional communication to maintain high customer service standards.

Onboarding & Quality Assurance

Conduct quality checks during the onboarding process to ensure smooth account setup.
Work with internal teams to resolve any setup issues and optimize the client experience.
Train new clients on using the BLC system through resources, demonstrations, and troubleshooting support.

Onboarding & Account Management Support

Update the Onboarding Dashboard weekly to track client progress.
Assign and follow up on Trello tasks with due dates to ensure timely completion.
Schedule and send emails for monthly KPI meetings with clients.
Monitor client accounts and provide ongoing support, resolving issues as needed.

Administrative Assistance & Additional Tasks

Assist with account management tasks to support client relationships.
Adapt to evolving needs within the onboarding team.

What We're Looking For

Experience: Previous experience in customer support, onboarding, or client training is preferred.
Tech-Savvy: Proficiency with Trello, CRM tools, and email scheduling.
Strong Communicator: Excellent written and verbal communication skills.
Detail-Oriented: Ability to perform quality checks, manage project details, and ensure consistency.
Time Management: Ability to prioritize tasks, meet deadlines, and work efficiently.

Why Join Us?

Impactful Work Help businesses in the construction and remodeling industry thrive.
Collaborative Team Work with supportive, like-minded professionals.
Growth Opportunities Develop your skills and grow within the company.
Remote Flexibility Work from anywhere while staying connected with a dynamic team.

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