Client Onboarding Professional

7 days ago

Tanauan, Calabarzon, Philippines beBeeClientOnboarding Full time ₱2,500,000 - ₱4,000,000
Job Description

We are seeking a skilled professional to assume the role of Client Onboarding Associate. As a key member of our team, you will be responsible for onboarding new clients and ensuring a seamless transition into our services.

Your primary focus will be on conducting thorough intake calls with clients, gathering valuable insights into their needs and goals. You will also be responsible for setting clear expectations and outlining the benefits of partnering with us.

In addition to client communication, you will work collaboratively with cross-functional teams to ensure efficient onboarding processes and optimal client outcomes.

Maintaining accurate records of client interactions and updates is crucial to your success in this role.

Key Responsibilities
  • Conduct 1:1 intake calls with new clients to gather a deeper understanding of their needs and goals
  • Set clear expectations for how an Athena partnership works and what commitments must be made to set both parties up for success
  • Diagnose client fit for Athena services and complete post-call scorecards to assess alignment and make recommendations for next steps
  • Collaborate cross-functionally to ensure a smooth and expedient transition between each stage of the client onboarding journey
  • Maintain accurate, detailed records of client communication and insights in internal tools and ensure timely updates across systems
What We Are Looking For
  • 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
  • Bonus if you have worked in a marketplace or human services model that prioritized client fit, retention, and/or behavioral coaching
  • 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
Why Join Our Team?
  • 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
Seniority Level
  • Mid-Senior level
Employment Type
  • Full-time
Job Function
  • Finance and Sales
Industries
  • Business Consulting and Services

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