Client Onboarding | Client Success | Customer Service |Client Onboarding | Client Success | Customer Service |
Nicole
$500
per month
($3/hour)
Profile Description
With over 7 years of experience in customer service, client success, recruitment, and administrative operations, I specialize in creating seamless client experiences through effective onboarding, proactive communication, and reliable follow-through. I have managed 200+ client onboarding projects, guiding clients through setup, documentation, training, launch, and ongoing support to ensure they feel confident and supported at every stage. I’m skilled at managing multiple client accounts, coordina...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Data & Analytics
Design & Creative
Human Resources
Virtual Assistance & Admin
Sales & Business Development
Work Experience
Client Success Manager
Sales Recruiting University
Sep 2026 - Present
Client Intake Coordinator
Nightingale Homecare Services
Apr 2026 - Sep 2026
Key Achievements:
Managed 50–80+ outbound calls daily, assisting clients with Home Health Care inquiries, eligibility assessment, and service recommendations. Conducted client intake, verified Medicaid eligibility through GAMMIS, maintained accurate records in Zoho CRM, coordinated referrals and follow-ups with agencies, managed appointments and communications, collaborated with teams through Microsoft Teams and Slack, and prepared performance reports while ensuring accurate documentation, efficient workflows, and compassionate client service.
Client Onboarding
Sales Recruiting University
Oct 2023 - Oct 2025
Key Achievements:
Managed end-to-end client onboarding for 5–10 concurrent projects, serving as the primary point of contact through email, phone, and text while providing onboarding support and follow-ups. Handled data entry, document collection, record management, scheduling, and calendar coordination, while using Asana, Zoom, Calendly, Textline, and Thinkific to manage workflows, training, and communication. Maintained multiple inboxes, coordinated with cross-functional teams, followed up on documentation, payments, and credentials, and created customized Canva presentations to ensure accurate, timely, and seamless client onboarding.
Recruitment Coordinator
Sales Recruiting University
Sep 2022 - Oct 2023
Key Achievements:
Screened and reviewed 50–200 resumes daily to identify qualified candidates based on client requirements across multiple industries, including healthcare, roofing, wellness, real estate, and insurance. Coordinated interview invitations and candidate follow-ups through email and text, managed 2–5 client inboxes, maintained accurate recruitment records and data, and managed Calendly scheduling accounts to ensure efficient interview coordination and timely candidate communication.
51Talk
English as a Second Language Teacher
Apr 2022 - Dec 2022
Key Achievements:
Taught English as a Second Language (ESL) to students and working professionals through personalized online lessons focused on improving speaking, listening, reading, pronunciation, grammar, and vocabulary. Adapted teaching methods and lesson materials to learners’ proficiency levels, goals, and learning needs while providing constructive feedback to build confidence, fluency, and effective communication skills.