Executive Onboarding Specialist

7 days ago

Sorsogon, Bicol, Philippines beBeeClient Full time ₱1,200,000 - ₱1,600,000
Job Description

As a Client Onboarding Associate, you will be responsible for conducting intake calls with new clients to gather a deeper understanding of their needs and goals. You will set clear expectations for the onboarding process and work collaboratively to ensure a smooth transition between each stage of the client journey.

You will maintain accurate records of client communication and insights, ensuring timely updates across systems. Additionally, you will continuously look for ways to improve onboarding efficiency, client readiness, and long-term retention outcomes.

Required Skills and Qualifications
  • A minimum of 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
  • Comfort navigating dynamic, remote-first environments with rapid growth
  • A client-first mindset grounded in long-term outcomes, not quick wins
Benefits
  • Opportunities for growth in a fast-scaling organization
  • Remote-first flexibility with purpose-driven work
  • Mission-driven work with real human impact
  • A collaborative, high-performing team culture
Others
  • Mid-Senior level role
  • Full-time employment
  • Finance and Sales job function
  • Business Consulting and Services industry

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