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Client Onboarding – Process Manager
Location
Philippines
Posted
75 days ago
Salary
0
Seniority
Senior
Job Description
Client Onboarding – Process Manager
Scale Virtually VA
• 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. Step in when workflows are incomplete or ambiguous. • Draft and refine Job Descriptions: Ensure JDs reflect actual responsibilities, required skills, and workflows before recruitment begins. • 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 to Operations. • Ensure smooth operational transition: Oversee placement handoff into Operations, addressing gaps that could disrupt delivery.
Job Requirements
- Experience: 3–6+ years in client onboarding, implementation, account management, or operations.
- Independence: Must make decisions without supervision and know when to escalate issues.
- Communication: Strong written and verbal English; can translate complex workflows into clear instructions.
- Relationship management: Can balance structured processes with client engagement and collaboration.
- Problem-solving: Able to act on partial information and resolve ambiguity proactively.
- Remote collaboration: Comfortable working cross-functionally in a fully remote team environment.
- Tools
- Project management tools: ClickUp, Monday.com (experience preferred)
- SOP/documentation tools
- Communication tools: email, Zoom, Slack
Benefits
- PTO
- HMO
- Fully Remote Work
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