Client Onboarding Specialist

3 days ago

Pasig, National Capital Region, Philippines beBeeOnboarding Full time ₱4,000,000 - ₱8,000,000
Job Overview

Athena is a company dedicated to helping high-performing individuals unlock their full potential through world-class executive support. Our client-partner model prioritizes long-term growth, deep partnership, and meaningful outcomes.

We are seeking an exceptional Client Onboarding Specialist to join our team. This role is responsible for conducting thorough intake calls with new clients to understand their needs and goals.

Key Responsibilities:
  • Conduct 1:1 intake calls with new clients to gather a deeper understanding of who they are and how they work.
  • Determine client fit for our services and complete post-call scorecards to assess alignment and make recommendations for next steps.
  • Collaborate cross-functionally to ensure a smooth and expedient transition between each stage of the client onboarding journey.
  • Maintain accurate, detailed records of client communication and insights in internal tools and ensure timely updates across systems.
Required Skills and Qualifications:
  • 3+ years of client-facing experience in onboarding, customer success, or a related field that required critical judgment and direct interaction with executive-level stakeholders.
  • Bonus if you have worked in a marketplace or human services model that prioritized client fit, retention, and/or behavioral coaching.
  • Strong interpersonal skills with the ability to build rapport quickly and guide clients through nuanced conversations about their goals, work habits, and delegation style.
Why You'll Love Working Here:
  • Mission-driven work with real human impact.
  • A collaborative, high-performing team culture.
  • Opportunities for growth in a fast-scaling organization.

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