Client Onboarding Specialist

2 days ago

Ayala Alabang, National Capital Region, Philippines beBeeOnboarding Full time ₱1,000,000 - ₱1,500,000
Job Description

The role of Client Onboarding Associate is a critical component of our team, responsible for ensuring a seamless transition between each stage of the client onboarding journey.

You will conduct 1:1 intake calls with new clients to gather a deeper understanding of who they are and how they work. This includes their goals for using our services, as well as their baseline level of delegation skills.

Based on this information, you will set clear, realistic expectations for how an Athena partnership works and what commitments must be made to set both parties up for success.

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

Maintaining accurate, detailed records of client communication and insights in internal tools is essential, as is ensuring timely updates across systems.

Finally, you will 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
  • 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
Benefits
  • Work with a collaborative, high-performing team culture
  • Opportunities for growth in a fast-scaling organization
  • Remote-first flexibility with purpose-driven work
Others

Mission-driven work with real human impact

  • Client Onboarding Expert

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeImplementation Full time ₱1,800,000 - ₱2,000,000

    Client Onboarding SpecialistAs a key member of our client success team, you will be responsible for leading new client implementation for mid/large-sized clients in their first 60 to 90 days. You will work closely with sales, customer success, product, and engineering teams to ensure seamless integration of our software.Key Responsibilities:Define and...

  • IT Onboarding Specialist

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeEngineer Full time ₱800,000 - ₱1,200,000

    As a member of our IT team, you will oversee the onboarding process for new clients and services.Documentation plays a crucial role in this process, encompassing network, hardware, credentials, applications, and SaaS platforms.The team evaluates the client environment, identifying potential security risks and areas for improvement.Deploying tools such as...

  • Expert Customer Onboarding Professional Wanted

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeOnboarding Full time ₱4,000 - ₱6,000

    ">Customer Onboarding Specialist Opportunity">We are seeking a highly skilled and experienced Customer Onboarding Specialist to join our team. As a key member of our customer success team, you will play a critical role in ensuring that new clients are transitioned smoothly and effectively onto our platform.This is an exciting opportunity for a seasoned...

  • Onboarding Expert

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeOnboarding Full time ₱4,500 - ₱6,000

    We're seeking a highly skilled Onboarding Expert to join our team. As a key member, you'll be responsible for implementing effective onboarding processes, conducting initial training sessions, and developing customized materials.About the RoleThis role is crucial in ensuring new clients transition seamlessly onto our platform, setting them up for success...

  • Onboard New Drivers

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeCommunication Full time ₱500,000 - ₱800,000

    We are seeking a highly skilled Driver Onboarding Specialist to cultivate a seamless onboarding journey for new drivers.This role demands exceptional communication, sharp problem-solving abilities, and meticulous attention to detail to facilitate the process, foster a positive applicant experience, and ultimately bolster operational success.Contact and...

  • Client Compliance Specialist

    15 hours ago

    Ayala Alabang, National Capital Region, Philippines beBeeCompliance Full time ₱86,400 - ₱1,296,000

    About the RoleThe Client Compliance Coordinator ensures seamless integration of clients into TaxDome and related systems while maintaining full compliance with tax, bookkeeping, and licensing requirements. This position requires strong organizational skills, excellent communication, and ability to manage multiple administrative and compliance-related tasks....

  • Customer Onboarding Expert

    2 weeks ago

    Ayala Alabang, National Capital Region, Philippines beBeeCompliance Full time ₱900,000 - ₱1,200,000

    Job Title:KYC Compliance SpecialistThis role is responsible for ensuring customer onboarding and remediation activities are executed in accordance with the bank's strategy.Reviewing KYC packs to ensure compliance with the bank's minimum requirements.Maintaining records of reputational risk forms, PEPs, high-risk customers, and adverse media...

  • Onboarding Associate

    1 week ago

    Ayala Alabang, National Capital Region, Philippines ServiceFirstCX Full time ₱15,000 - ₱20,000 per year

    ServiceFirst is a world-class call center and BPO with strategic locations around the globe providing an elevated Customer Experience to benefit our client's businesses with exceptional customer engagement.While our core business is to help our partners better serve their customers, ServiceFirst will also provide reduced labor and operational costs, a...

  • Temporary Education Professional Onboarding Coordinator

    2 days ago

    Ayala Alabang, National Capital Region, Philippines beBeeCredentialing Full time $40,000 - $70,000

    Education Support Specialist PositionWe are seeking a highly organized and detail-focused individual to join our team as an Education Support Specialist. This role will involve managing the onboarding process for temporary education professionals, including verifying credentials, background checks, and compliance with state requirements.Duties and...

  • Client Experience Manager

    1 day ago

    Ayala Alabang, National Capital Region, Philippines beBeeCommunication Full time ₱600,000 - ₱800,000

    Customer Success Role OverviewDrBalcony seeks a proactive and enthusiastic customer success specialist to ensure client satisfaction and support throughout their engagement.Key ResponsibilitiesAct as primary point of contact for clients, ensuring their satisfaction and success throughout their journey.Onboard new clients, helping them understand DrBalcony's...