Client Onboarding & Process Manager
New
Philippines, US-alignedContractManager
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 3–6+ years
- Required Skills
- Account ManagementSlack
Requirements
- 3–6+ years in client onboarding, implementation, account management, or operations
- Must make decisions without supervision and know when to escalate issues
- Strong written and verbal English
- Ability to translate complex workflows into clear instructions
- Can balance structured processes with client engagement and collaboration
- Able to act on partial information and resolve ambiguity proactively
- Comfortable working cross-functionally in a fully remote team environment
- Experience with project management tools (ClickUp, Monday.com preferred)
- Experience with SOP/documentation tools
Responsibilities
- Lead client onboarding sessions: Run structured discovery and expectation-setting calls; clarify scope, timeline, and deliverables before recruitment begins
- Document workflows: Translate client operations into detailed SOPs that can be executed by VAs without follow-up questions
- Draft and refine Job Descriptions: Ensure JDs reflect actual responsibilities, required skills, and workflows
- Coordinate with Placement Specialists: Confirm role readiness and align on candidate profiles; flag gaps early
- Manage client alignment: Keep clients informed of next steps, follow-ups, and any blockers in real time
- Train newly placed VAs: Deliver hands-on guidance on documented workflows; verify competency before handoff
- Ensure smooth operational transition: Oversee placement handoff into Operations
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