Onboarding Success Representative
Onboarding Success Representative
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities:
- Cold Call & Re-Engage Lost Accounts
- Proactively reach out to accounts that have missed meetings or stopped responding.
- Use phone email and text to re-establish contact and get them back on track.
- Schedule new onboarding sessions or help complete pending steps to move the account forward.
Save At-Risk Accounts
- Contact accounts considering cancellation and make a strong retention effort to win them back.
- Address objections uncover pain points and present solutions that demonstrate value.
- Negotiate outcomes that maximize client retention.
Drive Engagement with Stalled Accounts
- Identify accounts that are paying but not progressing in the onboarding process.
- Re-engage them with consistent outreach and guidance to ensure they move forward.
- Motivate and influence clients to take next steps and unlock value.
Sales-Style Outreach & Tracking
- Hit weekly outreach goals with a mix of cold calls emails and follow-ups.
- Document all conversations and engagement results in our CRM.
- Maintain a healthy pipeline of stalled lost and at-risk accounts moving them toward retention.
What Success Looks Like
- High volume of cold calls and follow-ups completed each week.
- Accounts recovered and moving forward in onboarding.
- Cancellations prevented and retention rate improved.
- Consistently hitting or exceeding re-engagement and retention quotas.
Skills & Qualifications
- Experience in sales retention or account recovery roles preferred.
- Strong communication and persuasion skills (both phone and written).
- Comfortable with high-volume outreach and cold calling.
- Driven by metrics results and achieving targets.
- Ability to remain resilient and positive in the face of objections.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
