You have the flexibility of working from home! This is an exciting opportunity for a heart-centered professional who has a natural talent for top notch customer service, loves to stay on top of organizing, and has experience in an online training/coaching/consulting business to be a part of a coach/consultant small business with a big mission. You also love creating efficiencies with workflow.
Experience doing admin, client care/customer support for an online business required or in a fast-paced environment with shifting priorities required.
Our mission is that holistic and integrative medicine options become mainstream in our country, instead of mainly relying on drugs or surgery. We do this by helping holistic health practitioners reach more people and grow their businesses more effectively. Many holistic practitioners went into the profession to help people but not to run a business & they struggle with that. They learn a step-by-step process of getting patients more consistently through our trainings & mentorship programs. The format of what we offer includes webinars, live speaking, and high-end private and group coaching/mentorship. You will work closely with someone who is very dynamic, results-oriented, & always open to new ideas. Work in a supportive environment from home.
You pride yourself on being one step ahead of what is needed. you excel with fast-paced and changing priorities to adapt to our client requests and ensure that our clients' experience is a positive one. Your supervisors have told you that you are outstanding with admin and customer service and you thrive in a highly detailed, fast-paced work environment.
You are proficient with software and IT troubleshooting things online. Must enjoy supporting behind-the-scenes PLUS calling to talk to people also.
If you do not know how a webinar opt-in sequence works or do not have online business experience, do not apply.
• NOTE: If interested, please follow the instructions at the bottom of this posting, or you will not be considered.
Work independently, 20-30 hrs/week, 5 days/week,
Role Description:
Client Care support
1. Respond attentively & with urgency to client requests by email and phone
2. Ensure that our clients receive a warm welcome by phone, are able to access their program materials online, get their pre-work materials in timely, and help with customer service-related matters during their participation in our online programs.
3. Handle refund request or special situations in a friendly, warm and professional manner
Procedures/Program development
1. File emails & organize our procedures. Document our procedures; create templates for different scenarios.
2. Review our program materials & take initiative to streamline/redesign delivery (ie, emails, online portal) for optimal client experience based on client feedback
Admin/IT support
1. Post pre-scheduled social media posts or videos for our Facebook private groups. Facebook community management & inspire engagement. Be available to troubleshoot IT issues during our online program calls if it is during the hours you are working. Also help organize our worksheets in most logical way in Google drive.
2. Support client engagement by responding to questions, sharing reminders, posting messages in Facebook groups, helping clients navigate resources, and guiding them through program action steps
3. Help process sales with sending agreement, training calendar, and welcome email
4. Manage the manager's calendar (to include schedule of our calls with clients or prospects) proactively & with accuracy
5. Ensure all pre-work or assessments are received timely for booked appointments
6. Metrics reporting
Requirements for this Role
• Strong administrative, customer service/client care experience required--by phone and email. Must be computer and IT savvy. Experience assisting coaches, business consultants, online businesses, or practice management company required. Experience supporting holistic practitioners or medical offices preferred (ie, chiropractors, acupuncturists, health coaches, naturopathic physicians, medical doctors, functional medicine practitioners, dentists, etc), but not required. Enjoy supporting behind-the-scenes PLUS calling to talk to people also.
• Google drive and strong file management & process documentation experience
• Keap, Helpscout, Teamwork PM, Close.io, You Can Book Me, Jotform, Zapier, Leadpages, and Wordpress experience a plus (although not a requirement)
About you:
One step ahead (you think ahead about what would be helpful to support your manager), Self starter, warm, sense of urgency with important things, resourceful, detail-oriented, systems oriented, creative, heart-centered, passionate, creative, motivated, independent, efficient, conscientious, intelligent, mature, problem solver, compassionate, good listener, flexible. Being top notch & giving the best customer service is important to you.
Miscellaneous tasks to support CEO which will vary according to different programs and mentorships offered throughout the year.
If you love helping people, strong with verbal & written English communication skills, are excellent with details, enjoy checking tasks off your list and enjoy being around a sharp team and a fast-paced environment, we encourage you to submit a bid!
To be considered please follow all instructions below:
In your application, and please attach your resume, or you will not be considered. Look forward to working with you!
(1) What attracted you to this & how do you see this opportunity fit in with your career plans & personal goals?
(2) What is your experience with an administrative, client care, executive assistant, customer service/sales support role for an online business, medical office, or practice management company? Please describe your specific related experience. If you have experience assisting a coaching/consulting business or a holistic practitioner's business, please elaborate. Also include your typing speed (WPM).
(3) Ideal # of hrs/week you'd like to work.