Client Onboarding Specialist

18 hours ago

Province of Palawan, Mimaropa, Philippines beBeeOnboarding Full time ₱6,000,000 - ₱8,000,000
Job Summary

We are seeking a highly skilled and experienced Client Onboarding Specialist to join our team. This individual will be responsible for conducting thorough intake calls with new clients, gathering information about their goals, work habits, and delegation style.

The ideal candidate will have 3+ years of client-facing experience in onboarding, customer success, or a related field, with a strong ability to build rapport quickly and guide clients through nuanced conversations.

This is a mid-senior level, full-time position that offers opportunities for growth in a fast-scaling organization.

Key Responsibilities
  • Conduct 1:1 intake calls with new clients to gather information about their goals, work habits, and delegation style
  • Set clear expectations for how an Athena partnership works and what commitments must be made to set both parties up for success
  • Diagnose client fit for Athena services and complete post-call scorecards to assess alignment and make recommendations for next steps
  • Collaborate cross-functionally to ensure a smooth transition between each stage of the client onboarding journey
  • Maintain accurate records of client communication and insights in internal tools and ensure timely updates across systems
Requirements
  • 3+ years of client-facing experience in onboarding, customer success, or a related field
  • Strong interpersonal skills with the ability to build rapport quickly and guide clients through nuanced conversations
  • High attention to detail and process discipline, able to track key insights across tools and systems with accuracy
  • A critical thinker who can make thoughtful real-time recommendations and translate qualitative inputs into clear assessments and next steps
Benefits
  • Opportunities for growth in a fast-scaling organization
  • Remote-first flexibility with purpose-driven work
  • Collaborative, high-performing team culture
  • Meaningful work with real human impact

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