Client Onboarding

Location: Davao City, Philippines

Employment Type: Full-time, on-site (7:00 AM TO 4:00PM)

Salary: ₱15,050 per fortnight

White Key Marketing is a growing SaaS startup looking for an organized, proactive employee to work closely with the founder/developer.

In this role, you'll guide new clients through onboarding in 3Clicks, ensure their accounts are set up correctly, answer questions, and keep everything running smoothly—so the founder can focus on building the product.

You will work closely with the founder/developer. You're not just "support" — you are part of how the product scales.

You will:

• Speak directly with new clients
• Collect their business details and brand assets
• Help set up their account in the platform
• Support them after launch with basic questions
• Track progress for every account and report status to the founder

This is not a call centre role. You're part of the core operations of the product.

1. Lead Qualification & Sales Support

• Respond to new enquiries fast
• Ask basic qualifying questions to confirm if they're the right fit
• Explain timeline, onboarding steps, and pricing
• Get a clear "Yes, I want to start onboarding" from prospect clients

2. Account Setup

• Become familiar with SaaS product - 3 Clicks app
• Create the new client's account in the platform
• Add their main contact and invite extra team members if needed
• Confirm everyone can log in without issues

3. Onboarding Intake

• Gather key details: services they offer, pricing, how they sell, etc.
• Turn this into a clean internal task/ticket
• Make sure nothing is missing so the developer doesn't need to chase the client

4. Brand & Settings Setup

• Request logos, colours, About text, contact details, social links
• Store and label these properly
• Enter this info into the platform's Settings

5. Payment Setup Support

• Send the Stripe onboarding link to the client
• Follow them up until payout is fully set up
• Confirm the account is verified and ready to receive money

6. Service & Page Setup

• Collect what they're actually selling (packages, tiers, inclusions)
• Add those into the system or prepare them clearly for import
• Help build basic storefront pages and menus using the info they provided
• Make sure there's real content (no empty sections)

7. QA Before Launch

• Go through the storefront on desktop and mobile
• Click all main buttons/links and test the checkout flow
• Log any issues with screenshot + "steps to reproduce", so the developer can fix fast

8. Go-Live & Activation

• Let the client know when they're live
• Send simple next steps ("how to start getting customers")
• Check in after launch and ask if they need help

9. Customer Support

• Answer common questions like "How do I update my pricing?"
• Only escalate real bugs / platform issues to the developer
• Build and update an FAQ for recurring questions

10. Admin & Pipeline Tracking

• Keep a live view of every client's status:

• Qualified

• Account created
• Assets received
• Stripe connected
• Services configured
• Pages built
• QA done
• Live
• Follow up on anything stuck
• Send short, clear status updates to the founder: who's ready, who's blocked, why

• The founder only touches real technical work, not admin
• Clients go live quickly and feel supported
• No one launches with missing assets, wrong pricing, or a broken checkout
• You always know exactly "who is waiting on what"

• Strong English, written and spoken
• Comfortable speaking directly to clients in a polite, confident, professional tone
• Strong attention to detail — you notice gaps and chase them
• Comfortable working inside web dashboards / admin panels
• Process-driven and organised
• Able to summarise issues clearly (what happened, steps to repeat, screenshot)

Bonus points if you have:

• Experience with Stripe, Shopify, or any SaaS / e-commerce platform
• Experience in onboarding, account management, or customer success
• Experience QA testing a site or storefront before it goes live

Send:

1. Your CV to or

2. A short voice note or Loom (1–2 mins) answering:

3. "Tell me about a time you had to chase a client for missing info."

4. "How do you keep multiple accounts or clients organised at the same time?"

Email subject: Name – 3 Clicks Onboarding & Support

If you're the type of person who keeps clients calm, keeps projects moving, and keeps the boss focused, we'd like to meet you in Davao.