Customer Support & Onboarding Specialist – 100% Remote Full Time NEW

LeadCenter.AI is looking for a reliable, detail-oriented Support & Onboarding Specialist to help onboard new customers, provide ongoing product support, and ensure clients successfully adopt our platform.

LeadCenter.AI is an AI-powered CRM, marketing automation, and operations platform built primarily for financial advisors. The platform helps firms capture leads, manage contacts, automate workflows, run email/SMS campaigns, manage events, sync calendars, integrate with CRMs like Redtail/Wealthbox/Salesforce, and track business performance through advanced reporting.

We need someone who can become a product expert, guide customers through setup, answer support questions, document issues clearly, and coordinate with our technical team when needed.

Responsibilities:

• Lead customer onboarding calls via Zoom.
• Help new customers configure their LeadCenter.AI accounts.
• Assist with data migration from CSV, Excel, Redtail, Wealthbox, Salesforce, and other systems.
• Help customers set up users, pipelines, lead sources, forms, landing pages, calendars, email templates, SMS templates, workflows, and reporting.
• Support DNS setup, email marketing domain authentication, website tracking scripts, embedded forms, event registration pages, and calendar iframes.
• Train customers and their teams on how to use the platform.
• Respond to customer questions by email, Zoom, phone, and chat.
• Troubleshoot product issues and clearly document bugs or enhancement requests for the development team.
• Follow up with customers to make sure onboarding tasks are completed on time.
• Create or improve help articles, SOPs, training videos, and internal onboarding checklists.
• Track customer requests and make sure nothing falls through the cracks.
• Work closely with the CEO, product team, developers, and marketing team to improve the customer experience.

Ideal Candidate:

• Has experience in SaaS customer support, onboarding, customer success, or implementation.
• Is comfortable learning technical software quickly.
• Can communicate clearly with non-technical customers.
• Is organized, proactive, and good at following up.
• Can explain technical concepts in simple terms.
• Has strong written English and professional verbal communication.
• Is comfortable with Zoom calls and screen-sharing.
• Has experience using CRMs, marketing automation tools, help desk tools, or project management tools.
• Can document customer issues clearly for developers.
• Can work independently with minimal supervision.

Nice to Have:

• Experience with CRM platforms such as Redtail, Wealthbox, Salesforce, HubSpot, GoHighLevel, or similar.
• Experience with email marketing, SMS marketing, workflows, landing pages, forms, or calendar scheduling tools.
• Experience with data migration, CSV cleanup, or CRM imports.
• Familiarity with financial advisors, RIAs, insurance agencies, or professional services firms.
• Basic understanding of DNS records, domain authentication, tracking scripts, and website embeds.
• Experience creating support documentation, SOPs, Loom videos, or help center articles.

Requirements:

• Excellent English communication.
• Availability during at least part of U.S. Central Time business hours.
• Strong attention to detail.
• Ability to manage multiple onboarding clients at once.
• Fast learner with a customer-first mindset.
• Reliable internet connection and professional remote work setup.

We are looking for someone long-term who can grow with the company and eventually own the customer onboarding and support function.

How to Apply:

Record a 1 minute video on loom introducing yourself and include it in your application on linkedin