Client Onboarding Specialist

23 hours ago

Las Piñas, National Capital Region, Philippines beBeeTherapist Full time $35,000 - $45,000
Key Responsibilities of a Client Onboarding Specialist

We are seeking a highly organized and results-driven professional to help convert inbound leads into booked evaluations for partner speech therapy practices.

You will be the first point of contact for patients - guiding them through the intake process, answering basic questions, estimating insurance coverage, and scheduling appointments with the right therapist.

Main Tasks:
  • Respond to inbound leads via phone and text who are seeking speech therapy services
  • Build trust and connection quickly, representing our partner practices with professionalism and empathy
  • Use proprietary tools to estimate out-of-pocket insurance costs
  • Match patients with appropriate therapists based on location, specialty, and insurance compatibility
  • Schedule evaluations and follow-ups using EHR and calendar tools
  • Maintain organized records of all communications and outcomes across multiple practices
Essential Skills:
  • Excellent communication skills and a friendly, professional phone presence
  • Strong attention to detail and ability to stay organized across multiple systems
  • Tech-savvy and comfortable navigating CRMs, scheduling tools, and communication platforms
  • Availability to work weekends (Saturday & Sunday)
Nice-to-Haves:
  • Experience in patient intake, sales, or cold calling
  • Prior exposure to healthcare, insurance coordination, or therapy-related settings
  • Ability to work autonomously and deliver results in a fast-paced, client-facing role

  • Onboarding Specialist

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeDriver Full time ₱5,000 - ₱7,000

    We're looking for an exceptional individual to join our team as a Driver Onboarding Specialist. This pivotal role demands exceptional communication skills, sharp problem-solving abilities, and meticulous attention to detail.The Driver Onboarding Specialist will be responsible for cultivating a seamless and effective onboarding journey for new drivers. They...

  • Onboarding Success Specialist

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeCoaching Full time ₱450,000 - ₱600,000

    Unlock Your Potential as an Onboarding SpecialistAre you ready to make a meaningful impact in the hospitality industry? As an Onboarding Coach, you will play a vital role in introducing our innovative messaging platform, Whistle, to properties worldwide. By working closely with clients, you will ensure seamless onboarding experiences and empower them to...

  • Education Onboarding Specialist

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeCredentialing Full time ₱600,000 - ₱800,000

    Job OverviewWe are seeking a seasoned Onboarding Specialist to join our team. In this role, you will be responsible for overseeing the entire onboarding lifecycle of our temporary education professionals.Key Responsibilities Manage onboarding workflows from offer to start date Verify state licensure, credentials, and certifications Coordinate...

  • Client Implementation Specialist

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeImplementation Full time ₱600,000 - ₱1,000,000

    Our organization is looking for a highly skilled Client Onboarding Specialist to join our team. The ideal candidate will be responsible for leading the onboarding process for mid-sized to large clients, ensuring a seamless transition and setting accurate expectations with stakeholders.Key Responsibilities:- Lead new client onboarding for mid/large-sized...

  • Expert Customer Onboarding Specialist

    21 hours ago

    Las Piñas, National Capital Region, Philippines beBeeOnboarding Full time ₱900,000 - ₱1,200,000

    About Our RoleWe are seeking a skilled Customer Onboarding Specialist to play a crucial role in the initial stages of our customer's journey. As a key member of our team, your primary responsibility will be to ensure that new clients are transitioned smoothly and effectively onto our platform, setting them up for success from day one.Key...

  • Onboarding Experience Coordinator

    21 hours ago

    Las Piñas, National Capital Region, Philippines beBeeDetail Full time $45,000 - $75,000

    Document Review SpecialistWe are seeking a detail-focused and process-oriented individual to join our core operations team as a Document Review Specialist.In this role, you will help ensure a seamless onboarding experience by reviewing and validating documents submitted by healthcare professionals who want to join our platform.Key ResponsibilitiesValidate...

  • Business Onboarding Coordinator

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeCustomer Full time ₱3,000 - ₱5,000

    Customer Onboarding ProfessionalWe are seeking a skilled Customer Onboarding Professional to join our team. As a key member of our customer success group, you will play a crucial role in ensuring that new clients transition seamlessly onto our platform.Key Responsibilities:Onboarding Process Implementation: Develop and implement effective onboarding...

  • Client Integration Specialist

    4 hours ago

    Las Piñas, National Capital Region, Philippines beBeeCompliance Full time ₱1,080,000 - ₱1,360,000

    Job Overview:This role is accountable for ensuring seamless client integration into TaxDome and related systems while maintaining compliance with tax, bookkeeping, and licensing requirements.Manage the client onboarding process, collect and document information.Develop and maintain workflows within TaxDome to streamline processes.Add new clients to TaxDome,...

  • Expert Client Relationship Manager

    1 day ago

    Las Piñas, National Capital Region, Philippines beBeeRetention Full time ₱468,000 - ₱504,000

    Client Retention Specialist OpportunityWe are seeking a skilled Client Retention Specialist to lead our team in delivering exceptional client experiences.About the Role:Lead video interactions with international clients to foster strong relationships and drive business growth.Cultivate a high-performing team of virtual assistants, providing coaching and...

  • Digital Client Partnership Specialist

    21 hours ago

    Las Piñas, National Capital Region, Philippines beBeeCustomerSuccess Full time ₱4,000,000 - ₱6,000,000

    Job OverviewWe are seeking a key role that will drive client relationships and ensure customer satisfaction.This position puts you at the forefront of customer trust, fostering strong partnerships and ensuring seamless onboarding processes.As a trusted partner for clients, you will be responsible for driving renewals, turning satisfied customers into...