Onboarding Specialist

1 day ago

Iloilo City, Western Visayas, Philippines beBeeClient Full time ₱900,000 - ₱1,200,000
Job Description

We are seeking a highly skilled professional to join our team as an Onboarding Specialist. In this role, you will be responsible for conducting thorough intake calls with new clients to gain a deep understanding of their needs and goals.

You will work closely with cross-functional teams to ensure a smooth onboarding process and maintain accurate records of client communication and insights in internal tools.

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

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