Client Engagement and Onboarding Associate (ZR_22916_JOB)

This is a remote position.

• Contract type: Independent Contractor
  
• Schedule: Monday, Tuesday, Thursday, Friday, Saturday | 9:00 AM – 5:00 PM UK Time
  
  

• Execute the Onboarding Checklist to provide a consistent, high-quality experience for every new client.
  
• Input and manage client profiles in Mindbody, ensuring accuracy and secure storage of billing information.
  
• Confirm transaction readiness, ensuring accounts are set up correctly for smooth payment processing.
  
• Schedule the first session with the client’s assigned Personal Trainer on time.
  
• Manage client statuses and updates in HubSpot, ensuring progress is clearly tracked.
  
• Educate new clients on how to use the DropGym app, book sessions, and follow key gym guidelines.
  
• Assign the correct Customer Care Liaison in HubSpot to personalize ongoing client support.
  
• Set follow-up reminders for the Sales Manager post-first session to ensure client engagement.
  
• Rebook no-shows or stalled clients, tracking their payment status and helping re-engage them quickly.
  

• Maintain up-to-date calendar availability for onboarding and support calls to ensure client accessibility.

Requirements

• Exceptionally organized with sharp attention to detail
  
• A strong communicator who’s comfortable explaining systems and processes
  
• Tech-savvy, with experience using tools like HubSpot and Mindbody
  
• Able to juggle multiple priorities with ease
  
• Proactive and client-focused, always aiming to create a smooth experience
  
• Experience in onboarding, customer service, or administrative support is a strong plus
  

Benefits

• HMO Coverage for eligible locations
  
• Permanent Work from Home
  
• Immediate Hiring
  
• Steady Freelance Job