Onboarding Specialist

3 days ago

Philippines careers-page.com - jobboard Full time

This role requires someone with experience in SaaS businesses who understands different platforms for integration in a conversational capacity and understanding of writing basic AI Prompts. The ideal candidate is a proactive self-starter with excellent communication skills, capable of managing multiple onboardings and ongoing client projects simultaneously.

Offer: Php 350-400 per hour

Workload: 40 hrs per week

Work Set-up: Open toRemote, Hybrid or Office-based applicants

Key Responsibilities:

  • Oversee and execute the client onboarding process, ensuring a seamless transition into our platform.
  • Act as the primary point of contact during onboarding, guiding clients through setup, best practices, and platform adoption.
  • Maintain a strong understanding of integrations and third-party platforms relevant to our software to communicate effectively with clients (without requiring technical expertise).
  • Understand how to use popular LLMs (ChatGPT, Gemini, etc.) and write AI prompts for client communication and problem-solving.
  • Manage multiple onboardings at the same time, keeping track of progress, documentation, and client needs.
  • Collaborate with internal teams to ensure client feedback and requirements are properly communicated.
  • Provide ongoing client support, address questions, and troubleshoot non-technical issues as needed.
  • Create and maintain onboarding documentation, checklists, and process improvements to enhance the overall client experience.
  • Stay informed about platform updates and industry trends to better assist clients.


Required Skills & Qualifications:

  • Experience: 2+ years in client onboarding, customer success, or project management within a SaaS company.
  • Industry Knowledge: Strong understanding of SaaS business models and familiarity with integrations between different platforms.
  • Language Proficiency: Native or near-native English fluency (both written and verbal).
  • Detail-oriented: Exceptional ability to track tasks, manage documentation, and oversee client progress.
  • Multitasking & Organization: Ability to handle multiple client onboardings and support needs simultaneously.
  • Self-starter: Works independently with minimal supervision and takes initiative to improve processes.
  • Communication & Professionalism: Strong interpersonal skills, with the ability to build relationships and instill confidence in clients.
  • Tech-Savvy (Non-Technical): Comfortable discussing integrations and explaining SaaS platform functionalities in a way that is easy for clients to understand.


Preferred Qualifications:

  • Experience working in a fast-paced SaaS environment with multiple client implementations.
  • Familiarity with CRM, project management, and onboarding tools such as HubSpot, Salesforce, Monday.com, or Asana.
  • Exposure to common SaaS integrations (e.g., Zapier, API-based connections, marketing automation tools).
  • Plus: Experience in the legal/law firm space is a huge plus
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