Client Onboarding Expert

1 day ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeImplementation Full time ₱800,000 - ₱1,500,000

We are seeking an experienced professional to fill the role of Customer Implementation Specialist.

Job Responsibilities
  • Lead new client onboarding for mid/large-sized clients during the first 60 to 90 days, ensuring seamless integration and timely delivery of services.
  • Develop and maintain the implementation program for small to medium clients, including timeline, stakeholders, and key deliverables, as well as technical requirements.
  • Oversee the end-to-end implementation process for assigned accounts, encompassing successful software adoption and training to drive client success.
  • Establish accurate expectations with clients and internal stakeholders, fostering strong relationships and communication.
  • Maintain open dialogue with Account Executives and Customer Success Managers regarding progress and updates.
  • Provide assistance with high-severity requests or issue escalations as needed, demonstrating a commitment to resolving challenges efficiently.
  • Collaborate with cross-functional teams to enhance communications, tools, and products, driving continuous improvement.
  • Conduct daily kickoff calls with new customers, setting the stage for effective collaboration and project success.
  • Design and implement complex process setups, becoming an expert in Workstream to guide new users and provide support.
  • Maintain clear records of client activity, notes, and next steps in the success software, ensuring transparency and accountability.
  • Deliver user training and develop supporting manuals and processes to ensure user adoption of key features, driving value realization.
  • Incorporate feedback to drive continuous improvements in onboarding, building templates from assigned clients, and designing programs that help customers realize value from Workstream.
Requirements
  • You excel at working with customers, delivering exceptional service, and delighting them.
  • Demonstrate project management skills, effectively managing multiple pieces and stakeholders to facilitate customer onboarding.
  • Showcase attention to detail, analytical prowess, and strong communication skills.
  • Possess entrepreneurial spirit, being hungry, passionate, and tech-savvy.
  • Express long-term interest in growing with a dynamic organization (2 to 4 years).
  • Display empathy towards customer needs and adaptability to changing processes.
  • Be willing to attend occasional in-person meetings in Metro Manila.
  • Ensure a stable internet connection (at least 20 Mbps) and be prepared to provide a speed test screenshot upon request.
Preferred Experience
  • Startup experience (1–3 years).
  • Experience with PH payroll.

  • Education Onboarding Specialist

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeSupport Full time ₱3,500,000 - ₱5,500,000

    Job OverviewWe are seeking a skilled professional to manage the full onboarding lifecycle for temporary education personnel.Main ResponsibilitiesCompliance and Onboarding: Manage onboarding workflows, verify licensure, credentials, and certifications, coordinate background checks, and maintain accurate records.Payroll Support: Ensure contractor information...

  • Strategic Client Partner

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeClient Full time ₱784,000 - ₱1,048,000

    Unlock Your PotentialA dedicated team of professionals is looking for a skilled individual to join them as a Client Onboarding Specialist. This role is perfect for someone who enjoys building strong relationships with clients and guiding them through the onboarding process.Key Responsibilities:Conduct in-depth consultations with new clients to understand...

  • Customer Onboarding Specialist

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeCustomerEngagement Full time ₱900,000 - ₱1,200,000

    As a key contributor to our customer journey, you will play a pivotal role in ensuring seamless transitions for new clients onto our platform. This position requires a deep understanding of customer engagement and a passion for delivering exceptional service.Key responsibilities include setting up new clients for success from day one, leveraging your...

  • Real Estate Technology Implementation Expert

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeImplementation Full time ₱7,200 - ₱9,600

    Implementation SpecialistWe are seeking an experienced Implementation Specialist to join our team. As a key member of our operations, you will play a critical role in overseeing the successful implementation of real estate technology platforms for clients.This position requires a highly skilled and process-driven individual who can ensure timely and seamless...

  • Client Relationship Manager

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeRetention Full time ₱475,200 - ₱504,000

    Job Description:The Client Retention Lead is a pivotal role in driving client satisfaction and success. This position requires exceptional leadership skills, effective communication, and the ability to thrive in a fast-paced environment.Key responsibilities include:Leading direct video interactions with international clientsCultivating strong relationships...

  • Remote Client Success Specialist

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeCustomerSuccess Full time ₱800,000 - ₱1,000,000

    Job DescriptionWe are seeking a proactive and customer-focused professional to join our team in supporting client success.The successful candidate will play a vital role in day-to-day account management, client communications, and overall customer satisfaction for low-touch and mid-tier clients.Conduct proactive outreach across a diverse client portfolio to...

  • Chief Client Experience Specialist

    12 hours ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeCustomerAdvocate Full time ₱900,000 - ₱1,200,000

    Job OverviewWe are seeking an exceptional Customer Advocate to join our team. As a key member, you will be responsible for ensuring our clients achieve their desired outcomes while utilizing our services.This involves leading new customer onboarding, proactively managing client relationships to ensure satisfaction and growth, and efficiently handling various...

  • Senior Client Partnership Manager

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeCustomerSuccess Full time ₱1,500,000 - ₱2,100,000

    As a Client Services Manager, you will play a vital role in ensuring the success of our clients. Your primary responsibility will be to serve as the main point of contact for all client communication, meetings, and escalations.You will build long-term, trusted relationships with key client stakeholders through regular onsite engagement and proactive support....

  • Client Relationship Specialist

    12 hours ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeCompliance Full time ₱44,100 - ₱59,400

    Job DescriptionThe Client Compliance Coordinator role is a critical position that ensures seamless integration of clients into our systems while maintaining full compliance with tax, bookkeeping, and licensing requirements.Key responsibilities include managing the client onboarding process, collecting and documenting all necessary information. This involves...

  • Accounting Expert for Global Client Projects

    1 day ago

    Cagayan de Oro, Northern Mindanao, Philippines beBeeAccounting Full time $70,000 - $85,000

    About UsWe are a leading provider of compliance solutions to clients globally, with rapid growth and a reputation for excellence. Our expertise spans industries including Fortune 500 companies.To continue our business growth and expansion, we seek an Accounting Expert to help us build our capabilities and manage global client projects effectively.Main...