Client Onboarding Specialist

21 hours ago


Antipolo City, Calabarzon, Philippines beBeeClientOnboarding Full time ₱600,000 - ₱800,000
Client Onboarding Specialist

We are seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless transition for our clients.

Key Responsibilities:

  • Conduct thorough intake calls with new clients to understand their needs and goals.
  • Develop clear expectations and protocols for client partnerships.
  • Assess client fit for our services and provide recommendations for next steps.
  • Collaborate with cross-functional teams to ensure a smooth onboarding experience.
  • Maintain accurate records of client communication and insights.

Requirements:

  • 3+ years of client-facing experience in onboarding, customer success, or a related field.
  • Strong interpersonal skills and ability to build rapport quickly.
  • Ability to think critically and make thoughtful recommendations.
  • Attention to detail and process discipline.
  • Comfort navigating dynamic, remote-first environments.

Why You'll Love Working Here:

  • Mission-driven work with real human impact.
  • Collaborative, high-performing team culture.
  • Opportunities for growth in a fast-scaling organization.
  • Remote-first flexibility with purpose-driven work.
Seniority Level
  • Mid-Senior level
Employment Type
  • Full-time
Job Function
  • Finance and Sales
Industries
  • Business Consulting and Services


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