Account Relationship Specialist

1 day ago

Cainta, Calabarzon, Philippines beBeeClient Full time $60,000 - $80,000
Job Overview

Athena prioritizes long-term growth and deep partnership through executive support.

We help build transformative relationships between assistants and clients, focusing on meaningful outcomes.

The Client Onboarding Associate role requires strong interpersonal skills and the ability to guide clients through nuanced conversations about their goals, work habits, and delegation style.

Key Responsibilities:
  • Conduct 1:1 intake calls with new clients to gather a deeper understanding of who they are and how they work, their goals for using Athena and their baseline level of delegation skills.
  • Set clear, realistic expectations for how an Athena partnership works and what commitments must be made to set both parties (client and EA) 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 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.
  • Continuously look for ways to improve onboarding efficiency, client readiness, and long-term retention outcomes.
Required Skills and Experience:
  • 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.
  • 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.
  • Comfort navigating dynamic, remote-first environments with rapid growth.
  • A client-first mindset grounded in long-term outcomes, not quick wins.
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.
  • Remote-first flexibility with purpose-driven work.

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