Client Onboarding Specialist

4 weeks ago


Manila, National Capital Region, Philippines Olly Olly Full time

Given that this position requires English proficiency, we are only considering CV's provided in English. Thank you, and we look forward to your submission

About Olly Olly

Ready to roll up your sleeves and help transform local marketing forever? At Olly Olly, we're blending technology and real-world expertise to empower businesses across the U.S. like never before.

We believe small businesses are the backbone of our economy. That's why we're on a mission to provide them with tools, strategies, and insights that help them rank higher, generate high-quality leads, get calls and reviews, and, above all, grow sustainably, without the hassle.

The Olly Olly platform complements our hands-on service perfectly: it's no-nonsense, easy-to-use software that helps local businesses streamline operations and contact management, drive leads, stabilize cash flow, and maximize revenue with minimal effort, so they can reclaim their time to focus on what they do best.

Our Vision

We aim to be the ultimate all-in-one platform for small business growth, allowing owners to manage every part of their business efficiently and effortlessly.

Our journey began as an agency and we've already helped thousands of clients succeed. Now, we're embracing an exciting new chapter: becoming a SaaS-first company. By combining hard-earned human expertise with AI and automation, we're creating affordable solutions that give business owners peace of mind while driving measurable success.

???? Why We Need You

As a Client Onboarding Specialist, you'll be the first point of contact for newly onboarded clients at Olly Olly. You'll manage website-building projects for small business clients, collaborating with a close-knit team of creatives, strategists, and tech specialists. Success in this role means laying a strong foundation for the client's entire journey with us. It's all about setting them up for long-term success

The Impact You'll Have

Onboarding Management:

  • Coordinate multiple website-building projects for clients.
    • Conduct intake calls to understand branding, marketing goals, and unique value propositions.
    • Maintain detailed project documentation in internal systems (notes, status reports, feedback, and approvals).
    • Assign tasks across departments (SEO, Copywriting, Graphic Design, and Development).
    • Review websites independently and with clients before launching.
    • Ensure smooth transitions by scheduling go-lives and introducing clients to Account Managers.
    • Drive innovation and service development with cross-functional teams.

Client Relations:

  • Maintain regular client communication via phone and email to ensure timely delivery and manage expectations.
  • Provide best-in-class customer service and gather feedback to improve client experience and satisfaction.

What We Really Need From You

  • 3+ years in a customer success or similar role
  • Familiarity with digital marketing products and services
  • Ability to build and nurture collaborative partnerships with clients and internal teams
  • Prior CRM experience, HubSpot preferred
  • Strong organizational skills with the ability to handle competing priorities
  • Near-Native English proficiency for both written and spoken client-facing communication

What Would Be Big Pluses

  • Bachelor's Degree or equivalent combination of education, training, and experience.
  • Experience with Google Suite (Gmail, Calendar, Sheets, Meet, etc.)

What You'll Love About Working at Olly Olly

  • Salary: $900 USD/month + monthly bonus based on performance
  • Flexible work: 100% remote, with core hours for seamless collaboration.
  • Training Hours: 8am to 5pm Monday-Friday US EST (Eastern Standard Time)
  • Schedule after training: 12pm to 9pm Monday-Friday US EST (Eastern Standard Time)
  • Work-life balance: Generous PTO, including 15 vacation days and U.S. holidays.
  • Growth-oriented culture: Join an inclusive, international, and innovative team where your contributions make a tangible difference.

Why Choose Us?

Join us during this pivotal transition as we transform from an agency to a human-centric SaaS provider. Your ideas, strategies, and solutions will directly impact the success of small businesses. And our own growth

Let's shape the future of small business growth together Apply now to join a team that's as committed as they are supportive of each other.

Diversity and Inclusion at Olly Olly

At Olly Olly, we celebrate differences in background, culture, abilities, and perspectives because diversity drives innovation and creativity. Your voice matters here, it really does And your unique perspective will help us shape the future of small business growth.

#J-18808-Ljbffr
  • Client Onboarding

    3 days ago


    Manila, National Capital Region, Philippines JPMorgan Chase Full time

    OverviewJoin our team as a Client Service Manager and lead a dynamic team to deliver exceptional client service. Shape the future by implementing strategic initiatives for Payments clients and partnering with technical teams globally. Unlock your potential and make your mark by ensuring client satisfaction and safeguarding team performance through effective...


  • Manila, National Capital Region, Philippines beBeeOnboarding Full time

    Are you a driven professional looking to take your career to the next level in a fast-paced and dynamic environment?We are seeking a highly skilled Technical Onboarding Manager to join our team. As a Technical Onboarding Manager, you will be responsible for developing client relationships and managing their onboarding needs.You will work closely with clients...

  • Onboarding Consultant

    2 weeks ago


    Manila, National Capital Region, Philippines Pantheon Full time

    About PantheonPantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon's multitenant,...


  • Manila, National Capital Region, Philippines beBeeVendorManagement Full time ₱4,000,000 - ₱8,000,000

    About the RoleAs a Vendor Management Specialist, you will play a pivotal role in vendor onboarding and offboarding, procurement process management, vendor performance oversight, and ensuring compliance with contractual and data privacy requirements.Key ResponsibilitiesCoordinate smooth transitions for vendors through onboarding and offboarding...

  • New Client Coordinator

    16 hours ago


    Manila, National Capital Region, Philippines beBeeSpecialist Full time ₱250,000 - ₱450,000

    Job Summary">We are seeking an experienced Intake Specialist to serve as the first point of contact for potential clients. In this role, you will be responsible for collecting and verifying essential case information, assessing client needs, and ensuring a smooth onboarding experience.Key Responsibilities:">Conduct initial client interviews via phone, email,...


  • Manila, National Capital Region, Philippines beBeeOnboarding Full time ₱900,000 - ₱1,200,000

    Job Title: Strategic Supplier Onboarding LeadWe are seeking a skilled and experienced professional to join our team as a Strategic Supplier Onboarding Lead. In this role, you will be responsible for leading the supplier onboarding process, ensuring that all necessary steps are taken to ensure a smooth and efficient integration of new suppliers into our...


  • Manila, National Capital Region, Philippines beBeeCompliance Full time ₱250,000 - ₱450,000

    Onboarding eKYC AnalystThe Onboarding eKYC Analyst role revolves around customer onboarding, participating in Anti-Money Laundering monitoring and rigorous compliance.Key ResponsibilitiesConduct review and analyze customer information collected from digital platforms.Ensure Know Your Customer (KYC) requirements for new customers and existing accounts are in...


  • Manila, National Capital Region, Philippines beBeeClientAccountService Full time ₱450,000 - ₱900,000

    We are seeking a seasoned professional to join our Client Account Services team. As a key member of this team, you will play a leading role in new member onboarding and account lifecycle activities.About the RoleThis is a dynamic opportunity for someone with expertise in client service, process management, and risk mitigation. You will be responsible for...

  • Client Service Manager

    25 minutes ago


    Manila, National Capital Region, Philippines beBeeRelationship Full time $80,000 - $120,000

    Job DescriptionThe primary function of this role is to serve as a key liaison between various business units and stakeholders, ensuring seamless employee onboarding and offboarding processes. This individual will be responsible for managing stakeholder relationships, conducting business reviews, and maintaining regular communication with key stakeholders and...


  • Manila, National Capital Region, Philippines beBeeBusiness Full time ₱45,000 - ₱90,000

    Job TitleA Business Analyst position is available to support the client account lifecycle. This role will be responsible for managing risk and legal documentation, reviewing sales contracts, and responding to applicants via various communication mediums.Key ResponsibilitiesSupport onboarding of new accounts by managing required risk and legal documentation...