Panel Onboarding & Activation Agent (Outbound Focus)
5+ years
Miami, FL
Full-time
Onsite
1 month ago
About the role
Panel Onboarding & Activation Agent (Outbound Focus)
Panorama Panel at Fifty5Blue
Miami, FL – Coral Way (Onsite)
Full-Time | Monday – Friday | 10:00 AM – 7:00 PM
Drive Real Impact through Outbound Engagement
At Fifty5Blue, we don’t just support panel members, we actively guide them through onboarding and ensure they successfully join and participate in our research panel.
This is a high-impact, outbound-focused role where you will spend the majority of your time engaging panel members by phone, helping them complete onboarding, and ensuring a smooth setup experience.
If you enjoy speaking with people, taking ownership of outcomes, and driving results, this role is for you.
What You’ll Do
Outbound Engagement & Activation
Panel Onboarding
Panel Member Support
Operational Coordination
Systems & Documentation
What We’re Looking For
We’re looking for someone who is comfortable being on the phone, proactive, and results-driven, with a strong focus on helping users complete onboarding successfully.
Requirements
What Success Looks Like
Important Role Details
Location: Onsite – Miami (Coral Way)
Schedule: Monday – Friday, 10:00 AM – 7:00 PM
Work Authorization:
Applicants must be authorized to work in the United States
What success looks like after 90 days:
Panorama Panel at Fifty5Blue
Miami, FL – Coral Way (Onsite)
Full-Time | Monday – Friday | 10:00 AM – 7:00 PM
Drive Real Impact through Outbound Engagement
At Fifty5Blue, we don’t just support panel members, we actively guide them through onboarding and ensure they successfully join and participate in our research panel.
This is a high-impact, outbound-focused role where you will spend the majority of your time engaging panel members by phone, helping them complete onboarding, and ensuring a smooth setup experience.
If you enjoy speaking with people, taking ownership of outcomes, and driving results, this role is for you.
What You’ll Do
Outbound Engagement & Activation
- Conduct high-volume outbound calls to guide panel members through onboarding
- Drive completion of onboarding steps, including setup and verification
- Follow up with panel members to ensure successful activation
- Take ownership of onboarding progress and conversion outcomes
Panel Onboarding
- Walk panel members through the onboarding and setup process step-by-step
- Ensure all required documentation and verification steps are completed
- Manage onboarding pipelines and follow-up touchpoints
Panel Member Support
- Respond to inbound inquiries via phone, email, and text
- Troubleshoot onboarding or access issues
- Provide clear, professional, and timely support
Operational Coordination
- Partner with Operations, Logistics, IT, and Quality teams
- Ensure devices and tools are properly assigned and functioning
- Track onboarding progress and escalate blockers when needed
Systems & Documentation
- Maintain accurate records in CRM and internal systems
- Upload and verify documentation
- Ensure data accuracy and compliance
What We’re Looking For
We’re looking for someone who is comfortable being on the phone, proactive, and results-driven, with a strong focus on helping users complete onboarding successfully.
Requirements
- 1–3 years of experience in customer service, onboarding, sales, or outbound calling roles
- Comfortable making a high volume of outbound calls daily
- Strong communication and persuasion skills
- Highly organized with strong attention to detail
- Comfortable using CRM systems and digital tools
- Positive, resilient, and proactive mindset
What Success Looks Like
- High onboarding completion rates
- Consistent outbound activity and follow-ups
- Strong panel member engagement and satisfaction
- Accurate system updates and documentation
Important Role Details
Location: Onsite – Miami (Coral Way)
Schedule: Monday – Friday, 10:00 AM – 7:00 PM
Work Authorization:
Applicants must be authorized to work in the United States
What success looks like after 90 days:
- You are fully autonomous and trusted to manage your Book of Business (samples / house holds assigned)
- You consistently hit activity (minimum of 50 homes daily) + conversion targets (25% of all homes agree to join, 15% of all homes consent)
- You proactively identify issues (e.g. technical bugs or issues with workflows) and drive solutions, not escalations
- You contribute to team performance by sharing best practices, not just individual success
- Demonstrates exceptional de-escalation and customer service skills, with the patience, empathy, and communication style needed to effectively support and guide panel members through the onboarding process, even in challenging or repetitive scenarios
Skills
Customer ServiceMarket research