Onboarding Specialist

2 days ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeExecutive Full time $40,000 - $60,000
Job Overview

Athena is a company dedicated to helping high-performing individuals unlock their full potential through world-class executive support. Our client-partner model prioritizes long-term growth, deep partnership, and meaningful outcomes.

Key Responsibilities:
  • We conduct in-depth intake calls with new clients to gather a deeper understanding of who they are and how they work.
  • We set clear, realistic expectations for how an Athena partnership works and what commitments must be made to set both parties up for success.
  • We diagnose client fit for Athena services and complete post-call scorecards to assess alignment and make recommendations for next steps.
  • We collaborate cross-functionally to ensure a smooth and expedient transition between each stage of the client onboarding journey.
  • We maintain accurate, detailed records of client communication and insights in internal tools and ensure timely updates across systems.
Requirements:
  • You will need 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.
  • You should have strong interpersonal skills with the ability to build rapport quickly and guide clients through nuanced conversations about their goals, work habits, and delegation style.
  • You are a critical thinker who can make thoughtful real-time recommendations and translate qualitative inputs into clear assessments and next steps.
  • You have high attention to detail and process discipline, able to track key insights across tools and systems with accuracy.
  • You are comfortable navigating dynamic, remote-first environments with rapid growth.
  • You have a client-first mindset grounded in long-term outcomes, not quick wins.
Why You'll Love Working Here:
  • 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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