Strategic Client Integration Specialist

1 day ago

San Juan, National Capital Region, Philippines beBeeOnboarding Full time ₱900,000 - ₱1,200,000
Client Onboarding Associate

We are seeking a highly skilled professional to join our team as a Client Onboarding Associate.

This is a fantastic opportunity to work with a high-performing organization dedicated to helping individuals unlock their full potential through world-class support.

As a Client Onboarding Associate, you will be responsible for conducting intake calls with new clients, gathering information about their needs and goals, and setting clear expectations for the partnership.

You will also diagnose client fit for our services, complete scorecards to assess alignment, and make recommendations for next steps.

Additionally, you will collaborate cross-functionally to ensure a smooth transition between each stage of the client onboarding journey.

Maintaining accurate records of client communication and insights in internal tools is also a key responsibility.

Lastly, you will continuously look for ways to improve onboarding efficiency, client readiness, and long-term retention outcomes.

Requirements
  • At least 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
  • A critical thinker who can make thoughtful real-time recommendations and translate qualitative inputs into clear assessments
  • High attention to detail and process discipline, able to track key insights across tools and systems
  • Comfort navigating dynamic, remote-first environments with rapid growth
Why Join Us?
  • 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
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Business Consulting and Services

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