Client Onboarding Specialist

2 days ago

Pasay, National Capital Region, Philippines beBeeOnboarding Full time ₱1,500,000 - ₱2,000,000
Job Overview

Athena is a company dedicated to helping individuals unlock their full potential through executive support.

Our client-partner model prioritizes long-term growth, deep partnership, and meaningful outcomes.

We don't just match assistants-we help build transformative relationships.

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 our services and their baseline level of delegation skills
  • Set clear, realistic expectations for how our partnership works and what commitments must be made to set both parties (client and EA) up for success
  • Diagnose client fit for our 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 Qualifications
  • 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
Benefits and Opportunities
  • Join a mission-driven organization making a real human impact
  • Work with a collaborative, high-performing team culture
  • Enjoy opportunities for growth in a fast-scaling organization
  • Experience remote-first flexibility with purpose-driven work
Seniority Level and Employment Type
  • Mid-Senior level
  • Full-time employment
Job Function and Industry
  • Finance and Sales
  • Business Consulting and Services

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