About
This role exists for a Membership Onboarding Specialist to provide new members with a welcoming, personalized onboarding experience through phone and virtual conversations. Working closely with the client success team, you'll guide members through their benefits, help them navigate available resources, and ensure they feel confident, supported, and engaged from day one.
This is dedicated, full-time work designed for meaningful impact, stability, and professional growth. You will own a clear slice of the member journey, see the results of your conversations in conversion and retention numbers, and keep sharpening your craft over the long term.
Responsibilities
Schedule and lead onboarding calls that walk members through their community, resources, live sessions, and next steps.
Help members access Skool, find the right resources, and connect their membership to the goals they signed up to achieve.
Coordinate team and office onboarding, including agent rosters and access for eligible Premium teams.
Follow up with members who have not completed onboarding or need additional help getting started.
Improve free trial to paid membership conversion rate and reduce churn through consistent, personal outreach.
Track onboarding status, member questions, access issues, and follow-up commitments, and escalate billing, technical, or account issues to the right person.
Improve onboarding checklists and surface recurring points of confusion so the experience keeps getting better.
Own the outcome: members can access their benefits, understand what to do next, have a clear point of contact, and incomplete onboarding never falls through the cracks.
Qualifications
Excellent conversational English and a warm, engaging presence so members feel comfortable asking questions and speaking with you live (must-have).
Experience in customer onboarding, customer success, training, or another role involving live client conversations (must-have).
Ability to explain a platform clearly, lead a video call, listen closely, and adapt to different comfort levels with technology (must-have).
Strong organization and follow-through, with the discipline to track commitments and close loops (must-have).
Comfortable working Monday to Friday, 9:00 AM–6:00 PM Eastern Time (ET) with occasional schedule flexibility based on events (must-have).
Comfort learning CRM tools and membership processes quickly.
Familiarity with Skool preferred.
Comfort using AI tools to work faster and personalize outreach preferred.
Tools You'll Use
Member Platform: Skool experience (preferred); ability to quickly learn the platform (must-have)
Benefits
Competitive salary
Paid US holidays
Paid wellness days
Health and wellness allowance
Monthly profit sharing
Long-term placement with real growth
Continuous upskilling in AI and the craft of member onboarding and customer success
Dedicated success coaching and support