Megan B.
Customer Support & Client Onboarding Specialist | Telehealth
I help businesses welcome new customers and turn them into loyal, happy clients. 100% Job Success and 1,500+ hours worked. 📈 My results: • Onboarded 50+ telehealth patients every week with an 89% satisfaction rate. Patients said they felt heard and were excited to start. • Onboarded 165+ affiliates in 2 weeks through an online portal, earning 5-star reviews for the company. • Hit 65%+ on upsell KPIs by building trust first. • Fast email replies and proactive call-backs, so no one is left waiting. 💬 What I can help with: • Customer Support & Customer Care • Client & Patient Onboarding • Email & Chat Support • Portal Walkthroughs & Training • Upselling & Customer Success • Virtual Assistance & Scheduling • Problem Solving & Troubleshooting 🛠️ Tools: Kustomer (CRM), Slack, Trello, Notion, Google Docs, Google Sheets, Labcorp. My background: As an Onboarding Specialist, I guided customers through setup, solved problems, kept accurate documentation and worked closely with internal teams. I've also taught 300+ online English lessons, including IELTS and Cambridge prep, which made me a clear, patient communicator. As a manager at a startup coffee shop, I handled daily operations, staff scheduling, bookkeeping and customer complaints, which built my leadership and organization skills. I'm dependable, a quick learner and a people person. My goal is simple: make your customers feel heard, your processes run smoothly and your workload lighter. Message me with what you need and I'll reply promptly.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $16k
Billed in all: $25,175$25k
$5.5k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 2% in Google Docs
Ranked by MRR among everyone on Upwork with the skill.
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