Client Onboarding Specialist

1 day ago

Tarlac City, Central Luzon, Philippines beBeeClient Full time ₱4,500,000 - ₱8,000,000
Job Description

At our organization, we are seeking a skilled professional to fill the role of Client Onboarding Associate. The primary responsibility of this position is to conduct in-depth intake calls with new clients to gain a deeper understanding of their needs and goals. This involves gathering information about their current work habits, delegation style, and overall objectives.

The ideal candidate will have prior experience in client-facing roles, preferably in onboarding or customer success. Strong interpersonal skills, critical thinking, and attention to detail are essential for success in this position. Additionally, the ability to navigate complex conversations and translate qualitative inputs into clear assessments and next steps is crucial.

As a Client Onboarding Associate, you will be responsible for collaborating with cross-functional teams to ensure a smooth transition between each stage of the client onboarding journey. You will also maintain accurate records of client communication and insights in internal tools and ensure timely updates across systems.

In this role, you will have the opportunity to continuously improve onboarding efficiency, client readiness, and long-term retention outcomes. We value candidates who are passionate about delivering high-quality results and committed to achieving long-term 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
  • 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.
Others

As a valued member of our team, you will enjoy a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

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