CapitalB28

Welcome and onboard new clients through calls, verify system setups, update project boards, and escalate technical issues. | Requires professional video presence, excellent communication, strong organization, reliable internet, and willingness to learn software tools. | About Us We’re a fast-growing trading education and automation company helping clients set up and manage professional trading systems. We pride ourselves on exceptional client service and smooth onboarding. Role Overview We’re hiring a full-time Client Success & Onboarding Specialist to welcome new clients, set them up on our systems, and ensure their first experience with us is seamless. This is not a sales role—it’s a dedicated client success position focused on communication, organization, and customer care. What You’ll Do • Host 15–20 minute welcome and onboarding calls with new clients. • Send login credentials and access details (email, Slack/Skool, VPS). • Verify installations and confirm everything works properly. • Update our project management board and internal systems to reflect client progress. • Respond promptly to client questions related to their onboarding process. • Escalate any technical issues to the support team. What We’re Looking For • Professional on-camera presence (business-professional attire and clean background). • Excellent verbal and written communication skills. • Reliable high-speed internet connection and quality microphone/headset. • Strong organizational skills and attention to detail. • Comfortable learning simple software tools (remote desktop, basic trading platform navigation—training provided). Compensation & Schedule • $22/hour, full-time (40 hrs/week). • Standard U.S. business hours with some flexibility to accommodate client time zones. • Eligible for performance-based raises as the company grows. Why Join Us • Stable, growing company with a collaborative culture. • Remote-first team—work from anywhere with a professional setup. • Opportunity to grow into senior client success or operations roles as we expand. To Apply: Please submit your resume and a brief cover letter highlighting your client service or onboarding experience. Job Type: Full-time Pay: $53,297.89 - $64,186.70 per year Application Question(s): • Do you have a dedicated, quiet workspace with professional background for video calls? Work Location: Remote