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Client Concierge & Lead Conversion Specialist (Remote, Full-Time)
Overview
Work from home in a high-trust, high-impact role that blends professionalism, empathy, and autonomy.
🧠 Who We Are
We are a high-performance growth agency serving elite accounting firms, fractional CFOs, and high-trust professionals. We help our clients grow by generating qualified leads and building systems that convert those leads into real appointments.
We’re also a fully remote company that values long-term, high-trust relationships with both clients and team members. Many of our most valuable team members are moms who bring exceptional clarity, care, and follow-through to the table. We believe in supporting professionals who want to grow in their career without sacrificing their life at home.
This is a role where your judgment, communication, and consistency directly contribute to client success. You will be trusted, supported, and given room to own your results — all while working from home in a way that fits your life.
❤️ Why This Is a Great Fit for Stay-at-Home Professionals
100 percent remote with a consistent schedule
High-trust team culture with clear expectations and minimal micromanagement
Work that matters — you will directly support business owners and help them grow
Long-term opportunity with consistent, meaningful work
Room to grow into leadership and process improvement if that interests you
Family-first culture — we understand the juggle and care about results, not hours
🎯 The Role
You will be the go-to person for turning warm leads into scheduled appointments for our clients. You will manage LinkedIn leads, answer inbound calls, follow up with prospects, and help reschedule no-shows. In every interaction, you will communicate with warmth, professionalism, and confidence — as if you were part of the client’s own team.
This is a client-facing, relationship-driven role with measurable outcomes. You will not be cold calling or selling — your job is to follow up with qualified leads, understand context, and guide them into the next step.
✅ Key Responsibilities
Review LinkedIn message threads to understand prior context and determine the best next step (call, email, delay, or disqualify)
Answer inbound phone calls generated by Local Service Ads with warmth and professionalism
Confidently represent multiple client offers and brands with adaptability and polish
Proactively manage client calendars, schedule appointments with precision, and ensure all logistical details are handled seamlessly
Follow up with leads who have not booked, using a mix of SMS, email, and phone outreach
Call and reschedule no-shows with professionalism and urgency
Maintain organized, up-to-date notes and lead statuses in CRM systems
Communicate clearly with clients and internal team members with confidence and calm
Accept feedback without ego, make changes quickly, and improve performance consistently
Proficiently utilize CRM systems, email platforms (with strong organizational habits like filtering), calendar applications, and other communication tools
Demonstrate impeccable listening skills and genuine empathy, approaching every interaction with a desire to understand the other person’s perspective — whether with a lead, a teammate, or a client
🧬 You Are a Fit If You…
Thrive in dynamic roles that require initiative and sound decision-making
Communicate like a pro: warm, clear, confident, and thoughtful
Are excited to support multiple clients and adapt your tone for each
Want to be part of a long-term, high-performing team that respects work-life balance
Take pride in being someone others can count on — consistently and calmly
Embrace feedback as a tool for growth and implement changes quickly
Understand American communication styles, social cues, and cultural references
Are comfortable working independently, managing your time, and owning your outcomes
Bonus: Experience working in or supporting accounting, tax, or marketing professionals is a big plus. It helps you better understand our clients and speak their language from day one.
🚨 This Is Not for You If…
You need scripts to sound confident
You get flustered or defensive when given direct feedback
You are not comfortable switching between different clients or brands
You view remote work as less serious or less accountable than in-office roles
You are not prepared to deliver consistent, high-quality output in a self-managed environment
You are looking for temporary, low-responsibility work
🚀 A Day in the Life
Review and triage LinkedIn message threads across multiple clients
Decide how to move each lead forward or disqualify respectfully
Answer inbound calls with warmth and professionalism
Follow up with leads who have not yet booked
Reschedule no-shows and ensure the client calendar is up to date
Keep CRM systems organized and updated
Receive feedback from your manager and make adjustments quickly
Contribute ideas and suggestions to improve call frameworks, SOPs, and client messaging
Deliver results while working from home on a consistent, structured schedule
🎯 What Winning Looks Like
Leads are consistently converted to qualified booked appointments
95 percent of inbound calls are answered within 3 rings
90 percent or higher client satisfaction score
No leads are missed or forgotten — follow-up is timely and clear
Appointment no-shows are rescheduled promptly
Clients trust you as part of their team
You actively contribute to a positive team culture and clear communication
You help update resources, messaging, and processes that improve the client experience
🕐 Role Details
Full-time (Remote)
Contractor to start with long-term potential
Performance-based and competitive pay
Training and support provided
Must be available during North American business hours (M-F 9-6 EDT)
Must be highly proficient in written and spoken English with a strong grasp of American English tone and nuance
Compensation:
Competitive and based on experience and performance. If you are the right fit, you will be paid what you are worth.
📹 How to Apply (Read Carefully)
To be considered, submit a short video (under 3 minutes) answering the following:
Why are you the perfect fit for this role?
Share a time you handled a difficult lead or conversation with empathy
How do you stay organized while managing multiple clients or tasks?
You may use Loom, YouTube (unlisted), Google Drive, or any other method as long as the video is viewable and the link works.
Send your video
Subject line must be exactly: Lead Conversion Application – [Your First & Last Name]
Applications that do not follow this format will not be considered. Attention to detail matters in this role.
Your privacy is paramount. The video you submit will be handled with care and in compliance with data privacy regulations. It will only be used to evaluate your fit for this role and will not be shared for any other reason.
Ready?
If you are looking for meaningful, remote-first work where you can use your communication skills, professionalism, and attention to detail to help real businesses grow — while being supported by a high-trust team that respects your life outside of work — this could be your next great role.
Apply now. We cannot wait to meet you.