Client Onboarding Ambassador

At Phillip Jeffries, every relationship begins with a thoughtful first impression. We’re looking for a Client Onboarding Ambassador who’s ready to make that moment count.

As our new Client Onboarding Ambassador, you’ll be the first voice new trade applicants hear and the guide who walks them through their initial experience with Phillip Jeffries. Reporting to our Sales Development Manager, this remote role is all about building trust, creating clarity, and ensuring a smooth transition into our world of luxury wallcoverings.

If you’re naturally warm, detail-oriented, and love connecting with people, this role might be the perfect fit.

What You’ll Be Doing

Client Engagement and Onboarding

• Deliver a PJ-branded, five-star welcome to new trade applicants
• Make outbound calls to confirm business details and assign accounts appropriately
• Ask guided intake questions to collect project information and client needs
• Create web user profiles and logins for new trade accounts
• Provide introductory product and brand information prior to sales team hand-off
• Guide non-trade inquiries to appropriate ecommerce or partner resources
• Track all activities and communications in CRM to ensure seamless follow-up

Sales and Client Support

• Enter customer and business details accurately into CRM
• Place initial sample and mailer orders for new trade accounts
• Respond to phone and email inquiries with speed and professionalism
• Provide basic product, pricing, and stock information to clients
• Route more complex or in-depth inquiries to the appropriate sales team
• Support sales team continuity and maintain a consistent onboarding experience

What You Bring to the Table

• Experience: You have at least three years of success in sales, sales development, or telesales. Experience within the design industry is a strong plus, but what matters most is your ability to build relationships and manage client interactions with professionalism and care.
• Communication Skills: Your written and verbal communication skills are excellent. You can clearly and confidently convey information, whether it’s over the phone, email, or in CRM notes. You know how to listen actively and respond with empathy and precision.
• CRM Proficiency: You are comfortable navigating customer relationship management systems and understand the importance of keeping accurate and up-to-date records. You use CRM tools to track client information, follow up on leads, and support sales workflows efficiently.
• Remote Work Capability: You are self-motivated and disciplined, able to work independently in a remote setting. Staying connected with your team and managing your time effectively come naturally to you.
• Client-Focused Attitude: You genuinely enjoy helping people and are committed to delivering a positive experience for every client. You are patient, approachable, and always keep the client’s needs front and center.
• Organizational Skills: You are comfortable juggling multiple tasks at once while maintaining attention to detail. You prioritize well, manage your workload without missing deadlines, and take pride in your accuracy.
• Personable Style: You have a warm and friendly communication style that makes clients feel heard and supported from the very first interaction. Your natural approachability helps build trust quickly and sets the tone for a great working relationship.
  

The Phillip Jeffries Experience 

At Phillip Jeffries, we believe exceptional work deserves exceptional care. Our commitment to creating a more beautiful world extends to how we support our team, offering thoughtfully designed benefits and meaningful perks that reflect our appreciation for your talent and time.

Your Compensation Journey

• Competitive salary ranging from $.55,000 to $62,000,(annually) based on your experience
• Annual bonus opportunity to reward your performance
• Cost of Living increases that honor your growth and commitment
• Generous retirement plan with an automatic company contribution of approximately 10 percent with no employee match required

Health Benefits That Take Care of You

• Comprehensive medical coverage with employee premiums as low as $40 per month
  • Coverage options for spouse, domestic partner, civil union partner, and family
• Health Reimbursement Account (HRA) to offset medical expenses
• Prescription, dental, and vision coverage to support whole-person wellness
• Flexible Spending Accounts (FSAs) for healthcare and dependent care
• Employee Assistance Program that supports your mental, financial, and physical well-being
• Pet insurance for your four-legged companions

Time to Recharge

• 16 paid personal days each year to relax, recharge, or travel
• Paid holidays including New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving, Christmas Eve, Christmas Day, and New Year’s Eve
• Additional paid time off during our annual company closure between Christmas and New Year’s
• Earn extra paid time off by completing your annual wellness physical
• Up to three paid days each year to give back through volunteer work

Career Elevation

• Structured onboarding with clear 30, 60, and 90-day milestones and continued training for long-term success

Perks at Work

• Exclusive employee discount on Phillip Jeffries wallcoverings to elevate your home
• Access to Working Advantage with discounts on travel, entertainment, and everyday purchases

Phillip Jeffries is an Equal Opportunity Employer committed to diversity, inclusion, and equality in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law.