Role overview

Qualifications

Proven experience in senior-level intake, onboarding, or customer-facing roles
Strong phone presence and excellent communication skills
Experience handling inbound leads and converting inquiries into clients
Ability to build trust and establish strong client relationships

Responsibilities

Answer incoming calls and respond to client inquiries professionally and efficiently
Follow up with leads generated through the company website and other marketing channels
Qualify potential clients and gather all necessary intake information
Guide new clients through the onboarding process from initial contact to enrollment

Key facts

Remote from: Estonia, South Africa
Full time
English

Hard skills

Client Services Customer Engagement Organizational Structure

Other skills

Communication
Sales
Detail Oriented
Customer Service
Proactivity
Success Driven

About the company

ReWorks Solutions

At ReWorks Solutions, we help businesses scale smarter by blending cost-effective outsourcing with high-performance teams and strategic operations. We don’t just fill positions—we handpick top talent and seamlessly integrate them into your workflow, ensuring efficiency, quality, and real results. Our proven process streamlines operations, reduces costs, and boosts productivity, giving U.S. and international businesses access to highly skilled professionals without compromising on quality. Whether you need a dedicated remote team or specialized support, we tailor our solutions to fit your business needs. Why Choose Us? ✅ Top-Tier Talent: We carefully curate professionals who match your company’s culture and expertise requirements. ✅ Cost-Effective Solutions: Reduce overhead costs without sacrificing quality or efficiency. ✅ Seamless Integration: We make outsourcing easy, ensuring smooth collaboration with your in-house team. ✅ Scalable & Flexible: Whether you need a small team or a full-scale operation, we grow with your business. ✅ Results-Driven Approach: We focus on real impact—helping you optimize operations and achieve your goals. Let’s Build Your Dream Team! Ready to unlock the power of smart outsourcing? Connect with us today and let’s build a high-performing, cost-efficient team that drives your business forward.

Company details

Company size11 - 50

Links

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Position: Intake & Onboarding Specialist

Location: Remote (South Africa, working US Hours – 9 AM to 5 PM EST)

Type: Full-Time

Overview

We are seeking an experienced Intake & Onboarding Specialist with a strong background in client intake, sales, and customer engagement. This role is responsible for handling inbound inquiries, following up on website-generated leads, gathering client information, and guiding new clients through the onboarding process.

Responsibilities:

Answer incoming calls and respond to client inquiries professionally and efficiently.
Follow up with leads generated through the company website and other marketing channels.
Qualify potential clients and gather all necessary intake information.
Build rapport with prospective clients and effectively communicate company services.
Guide new clients through the onboarding process from initial contact to enrollment.
Maintain accurate records in the CRM and ensure all documentation is completed.
Coordinate with internal teams to ensure a smooth client onboarding experience.
Follow up with prospective clients to maximize conversions and engagement.
Provide exceptional customer service throughout the intake and onboarding journey.

Requirements

Proven experience in senior-level intake, onboarding, or customer-facing roles.
Strong phone presence and excellent communication skills.
Experience handling inbound leads and converting inquiries into clients.
Ability to build trust and establish strong client relationships.
Highly organized with strong attention to detail.
Comfortable managing multiple leads and onboarding processes simultaneously.
Proficient with CRM systems and standard business software.
Self-motivated, proactive, and results-driven.

Benefits

Comfortable working U.S. hours
Remote work from home

Fraud Disclaimer: ReWorks Solutions will never request payment during recruitment or require in-person office visits. All official communication will come from a ReWorks Solutions email address. Please verify any suspicious messages with our team directly.