As part of a collaborative team, you will guide individuals and families through a structured onboarding process while ensuring smooth coordination between clients and internal teams. This role involves client intake, documentation handling, CRM tracking, and staffing support — all within a structured system of tools and processes.
Client Intake & Support Serve as the first point of contact for incoming client inquiries via phone, email, or web forms
Client Intake & Support Conduct structured intake calls, collecting relevant client information and documents
Client Intake & Support Guide clients through the onboarding process with professionalism and empathy
Client Intake & Support Clearly explain next steps to ensure clients feel supported and informed
Client Intake & Support Track client progress through all intake and onboarding stages
Administrative & CRM Management Accurately enter and update client information in the CRM (Zoho)
Administrative & CRM Management Monitor task lists to ensure all documentation is received and complete
Administrative & CRM Management Maintain accuracy, confidentiality, and compliance in all data handling
Administrative & CRM Management Provide internal teams with up-to-date client profiles and information
Staffing Support Assist with identifying available professionals for open cases using internal mapping tools
Staffing Support Match professionals to cases based on schedule, location, and certification status
Staffing Support Conduct outreach via approved templates (calls and text messages)
Staffing Support Track offers, confirmations, and matches within the CRM and staffing sheets
Staffing Support Support onboarding coordination by ensuring staffing documentation is complete
Must-Have
Based in Durban or North Coast, KZN
Comfortable with remote work, with availability for weekly in-person team collaboration
Excellent spoken and written English communication skills
Strong organizational skills and attention to detail
Tech-savvy, with the ability to quickly learn new systems (CRM, communication platforms)
Fluent or neutral English accent
Reliable internet and backup power
Nice-to-Have
Prior experience in client coordination, customer service, or administrative support
Familiarity with CRM platforms (e.g., Zoho, Salesforce, HubSpot)
Background in onboarding or staffing support
What We Offer
Full-time, stable remote opportunity
Set weekday schedule aligned with U.S. business hours
Supportive and collaborative team environment
Comprehensive training on tools, platforms, and process
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