Executive Onboarding Coordinator

1 day ago

Mandaue City, Central Visayas, Philippines beBeeOnboarding Full time $65,000 - $85,000
Client Onboarding Specialist

Are you a results-driven professional seeking a challenging role where you can make a meaningful impact?

We are looking for a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for guiding clients through the onboarding process, ensuring a seamless transition and setting them up for success.

Key Responsibilities:

  • Conduct thorough intake calls with new clients to gather essential information about their goals, work habits, and delegation style
  • Develop personalized onboarding plans tailored to each client's unique needs and objectives
  • Collaborate with cross-functional teams to ensure timely and efficient onboarding processes
  • Maintain accurate records of client communication and insights in internal tools, ensuring timely updates across systems
  • Continuously monitor and improve onboarding efficiency, client readiness, and long-term retention outcomes

Requirements:

  • 3+ years of experience in client-facing roles, preferably in onboarding, customer success, or a related field requiring critical judgment and direct interaction with executive-level stakeholders
  • Bonus if you have worked in a marketplace or human services model prioritizing client fit, retention, and/or behavioral coaching
  • Exceptional interpersonal skills, enabling you to build rapport quickly and guide clients through nuanced conversations about their goals and work habits
  • A critical thinker capable of making thoughtful real-time recommendations and translating 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-centric mindset grounded in long-term outcomes, not quick wins

What You'll Love About This Role:

  • 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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