Customer success and onboarding

FundFlow Mastery helps entrepreneurs access business funding and build fundable credit profiles. We're growing fast and need a sharp, reliable Customer Service & Client Success rep to be the friendly, organized voice our clients reach when they call in — and the engine that makes sure nothing falls through the cracks afterward. This is a people + process role. You'll talk to clients, capture what they need, turn it into tasks, and follow through until it's done. If you're warm on the phone, obsessive about follow-up, and comfortable living inside a CRM, you'll thrive here. What you'll do Answer inbound client phone calls and return missed calls promptly and professionally Take clear, structured notes during every call and log them in our CRM (GoHighLevel) Create and assign tasks based on call outcomes, then track them to completion Follow up on open items via phone, email, and SMS until resolved — no client left waiting Respond to client emails and text inquiries within agreed response times Keep client records, pipeline stages, and contact info accurate and up to date Flag urgent issues, escalations, or sales opportunities to the right team member in Slack Help onboard new clients and answer common questions about our process and resources You're a great fit if you have 2+ years in customer service, client success, virtual assistant, or front-desk/admin work Excellent spoken and written English with a friendly, confident phone presence Strong organization and follow-through — you close loops without being chased Experience with a CRM (GoHighLevel a big plus; HubSpot, Salesforce, or similar fine) Comfort with email, SMS, and team chat tools (Slack, etc.) Reliable internet, a quiet workspace, and a headset for calls Availability during U.S. business hours (Eastern Time)