Webflow logo
Webflow

Webflow is the way to design, build, and launch powerful websites visually — without coding.

Customer Success Manager – Onboarding Manager

Onboarding SpecialistCustomer SuccessFull TimeRemoteMid LevelTeam 501-1,000Since 2013H1B SponsorCompany SiteLinkedIn

Location

Philippines

Posted

25 days ago

Salary

$1.3K - $2.2K / month

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Customer Success Manager – Onboarding Manager

Webflow

• Run 20-30 minute onboarding calls with new TradeRated customers. • Walk customers through company setup, technician roster, review path configuration, and CRM integration steps where applicable. • Capture and confirm critical setup information during the call. • Set clear expectations for what happens next and what the customer needs to do after the call. • Ensure every customer reaches onboarding-complete status or has a clearly documented blocker and next step. • Confirm the pre-call form has been completed before the onboarding call. • Review customer-provided information and pre-configure what can be set up in advance. • Confirm the right customer stakeholders are attending. • Coordinate with Sales for warm handoffs during the early customer cohort. • Guide customers through CRM integration setup for supported systems. • Troubleshoot common setup or integration issues in real time. • Maintain working knowledge of supported CRM integrations. • Drive customers toward activation, defined initially as first verified review captured. • Help customers complete the key actions needed to start using TradeRated. • Track whether customers have completed first technician setup. • Follow up with newly onboarded customers to confirm activation progress. • Run the established onboarding playbook consistently across customers. • Track friction points, customer questions, and recurring setup issues. • Receive customer handoff from Sales with clear context.

Job Requirements

  • 2-4 years of experience in SaaS onboarding/implementation/customer success/account management, support, or technical customer-facing roles.
  • Comfortable running live customer calls and screen shares.
  • Strong written and verbal communication.
  • Strong organizational skills and attention to detail.
  • Technically curious and comfortable learning new software quickly.
  • Able to navigate basic CRM/admin workflows, integrations, API or OAuth-style setup steps, and customer configuration processes.
  • Able to translate technical concepts for non-technical customers.
  • Calm and confident in customer-facing situations, including when troubleshooting in real time.
  • Comfortable with CRM and workflow tools such as GoHighLevel, Notion, Slack, Loom, and Google Workspace.
  • Experience with trades, home services, field service software, ServiceTitan, Jobber, Housecall Pro, AccuLynx, or similar tools is a strong plus.
  • Comfortable operating in a fast-moving startup environment where processes are still being built and refined.

Benefits

  • Competitive Salary – We recognize your skills and experience with a great compensation package.
  • 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
  • Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
  • US Holidays Off – Enjoy 12 paid US holidays throughout the year.
  • Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
  • Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
  • Life Insurance – Our full-time HMO plan includes life insurance for extra peace of mind.
  • Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
  • Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
  • Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
  • Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

Related Job Pages

More Onboarding Specialist Jobs

Onboarding Specialist

Homewell Franchising Inc.

Reports directly to the Onboarding Manager Exempt classification Full-Time; 40-hours a week Travel: up to 20%

Role Description The Onboarding Specialist will be responsible for serving as the primary link between new franchise owners and the HomeWell team during the pre-launch phase of their business, providing coaching and support via the LaunchWell new owner certification program. This includes ensuring franchise owners receive the tools and training needed to successfully launch their business and be poised to meet year 1 revenue and royalty benchmarks. This role is ideal for someone with a passion to make a positive impact with new franchise owners, and a desire to work collaboratively in a dynamic environment. Qualifications - Bachelor’s degree highly preferred; equivalent experience may be considered - Experience supporting franchising or home care organizations, preferred but not required - Strong interpersonal and communication skills with the ability, desire and enjoyment to work in a cooperative, professional and friendly manner - Strong organizational skills with the ability to manage multiple tasks and deadlines - Strong attention to detail and accuracy, with a focus on quality and compliance - Thrive on exceeding goals and meeting deadlines - Comfort with Zoom, Teams, or other virtual meeting software - Proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook) - Stable and reliable internet connection required Requirements - Cultivate and maintain effective franchisee relationships as the primary corporate contact for new franchise owners, ensuring excellent customer service delivery and rapid response times - Assist franchise owners by providing support, training and direction to available tools and resources - Provide ongoing coaching and support calls with new franchise owners in accordance with their projected opening timelines and required completion of tasks - Ensure LaunchWell program is followed, and all tasks are completed for efficient onboarding and handoff to the Launcher Franchise Business Coach (FBC) - Provide regular status updates of franchise owners in the onboarding process to leadership and key stakeholders, including any issues affecting the franchise owner’s completion of tasks and/or projected opening timeline - Track key opening milestones and ensure new franchise owners have access to needed resources to be able open their businesses as quickly as local regulations will allow - Understand the purpose and benefits of new programs, company initiatives, strategic direction, vendors partnerships, training and education programs, tools, and resources to effectively educate franchisees to prepare them for launch - Maintain basic knowledge of home care licensure requirements affecting agency business Benefits - This is a primarily sedentary position. Company Description - Reports directly to the Onboarding Manager - Exempt classification - Full-Time; 40-hours a week - Travel: up to 20%

United States
Job Closed
ISTA Personnel Solutions logo

Onboarding Coordinator

ISTA Personnel Solutions

ISTA Personnel Solutions is a dynamic, fast-growing BPO company. We are not a recruitment agency — we operate as a dedicated extension of our clients’ teams, delivering high-quality service with precision, efficiency, and a personal touch.

Role Description ISTA Personnel Solutions is recruiting on behalf of a fast-growing US-based ABA (Applied Behavior Analysis) therapy company, who requires an Onboarding Coordinator to support a structured onboarding team that processes new therapist hires across multiple US states. As an Onboarding Coordinator, you'll be the first point of contact for newly hired ABA therapists from the moment they accept their offer. Your job is to guide them through each step of the onboarding process, keep them moving, and make sure nothing falls through the cracks. It's a high-volume, detail-driven role that requires someone who is organised, proactive, and genuinely good with people. PLEASE NOTE: - Working Hours: Monday – Friday | 9:00 AM – 6:00 PM EST (3:00 PM – 12:00 AM South African time, subject to daylight savings) - Public Holidays: This role requires working on both South African and U.S. public holidays (compensation for SA public holidays in accordance with the BCEA) - Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and wired Ethernet capability is mandatory. Connections via Rain, LTE, 5G, or similar are not acceptable. Applicants without a fixed fibre line will not be considered. - Power Backup: A reliable backup solution is required to manage load shedding and outages (UPS, inverter, solar, etc.). Applicants without a reliable backup solution will not be considered. - Work Environment: Fully remote KEY RESPONSIBILITIES: - Conducting onboarding meetings via Zoom or Teams with newly hired therapists. - Guiding candidates through each stage of the onboarding process and identifying what still needs to be completed. - Following up consistently to ensure candidates are progressing through their onboarding steps on time. - Managing candidate statuses on a shared board and ensuring no one is stuck at a stage for too long. - Completing and tracking tasks accurately within the company's systems (including ClickUp). - Flagging candidates who are not engaging or progressing and following the relevant protocols. - Coordinating with the staffing team once candidates reach the placement stage of onboarding. - Handling approximately 30 onboarding candidates per month per state, with team support during high-volume periods. Qualifications - Previous experience in an onboarding, recruitment coordination, or HR admin role. - Experience working with ClickUp, Microsoft Teams, or similar platforms is an advantage. - Familiarity with the ABA therapy space or a background in healthcare, disability, or mental health services is a plus. - Strong organisational skills and a task-oriented working style — you need to love ticking things off a list. - Excellent follow-up and communication skills — a large part of this role is keeping candidates moving and engaged. - Comfortable working in a high-volume environment with multiple candidates at various stages simultaneously. - Self-driven and able to identify what needs to be done without waiting to be told. Requirements - If you have not been contacted within 14 working days, please consider your application unsuccessful.

EST (UTC-5) + 1 moreAll locations: EST (UTC-5) | EAT (UTC+3)
Job Closed
Full TimeRemoteTeam 201-500Since 1967H1B No Sponsor

• Manage contracts from review to approval, serving as the central point of coordination throughout the process • Partner with Sales, Operations, Technology, Legal and Finance to ensure contract terms, approvals, and requirements are accurately reviewed, tracked, and executed • Maintain clear documentation of contract status, requirements, and approvals to support cross-functional visibility and alignment • Lead end-to-end onboarding and implementation activities for new and renewing National Accounts clients • Translate contractual obligations into actionable onboarding requirements, timelines, and deliverables • Coordinate internal stakeholders across Operations, Information Technology, and other functional partners to ensure all setup and readiness activities are completed • Partner with Operations to scope and validate technical, operational, and process requirements as part of implementation planning • Create and maintain SERVPRO.net coming soon pages and other onboarding-related content to support launch preparation • Publish launch bulletins, onboarding materials, and vendor onboarding packs to ensure consistent, accurate communication • Track launch readiness criteria, confirming all required elements are complete prior to go-live • Ensure a structured, well-documented handoff to the Client Support Team following launch, including key requirements, timelines, and ongoing support considerations • Serve as a liaison between contract execution, onboarding, and downstream support teams to ensure smooth transitions and role clarity • Participate in process improvement efforts by identifying recurring challenges, risks, or inefficiencies within contracting and onboarding workflows • Contribute to documentation, templates, and standard processes that improve consistency and scalability of contract and onboarding execution.

Tennessee
Job Closed
Easterseals logo

Intake Clinician

Easterseals

Empowering People To Live Independent, Full Lives

Full TimeHybridTeam 501-1,000Since 1919

Title: Intake Clinician - Children and Adult Services *Sign-on Bonus* Locations: Center Line/Clinton Township Department: Clinical Professionals - Monthly Supervision Job Category: Clinical Professionals - Monthly Supervision Requisition Number: BHCIN004208 Full-Time Hybrid Job Description: Easterseals MORC is hiring for a Hybrid Intake Clinician to help make a difference and become part of something bigger than yourself! As we continue to grow, we are actively hiring for positions based out of our Center Line/Clinton Township office. We are looking for Game Changers The types of people who wake up excited to make a difference. The superheroes of their field who care about the people they serve. If that sounds like you, we want you on our team. Benefits: - Low-cost Dental/Health/Vision insurance - Dependent care reimbursement, and up to 5 days paid FMLA for maternity, paternity, foster care and adoption. - Generous 401K retirement plan - Paid leave options available - Up to $125 bonus for taking 5 days off in a row. - 10 paid holidays and 3 floating holidays - Wellness Programs - We are a PSLF (Public Service Loan Forgiveness) Employer. - We provide bonuses and extra incentives to reward hard work & dedication. - Mileage reimbursement in accordance with IRS rate. - Free financial planning services through our partnerships with the LoVasco Consulting Group, and SoFi. - Student loan repayment options - Pet Insurance Qualifications: - Possess a Master’s degree from an accredited college or university with a major in Social Work or Counseling; AND Have an LMSW, or LPC from the State of Michigan. May consider highly qualified LLMSW. - Must meet qualifications of a Mental Health Professional (MHP) per the Michigan PIHP/CMHSP Provider Qualification per Medicaid Services Duties and Responsibilities: - Screen for co-occurring mental health and substance use disorders. Implement integrated strength based assessment interviews to assess the presence, onset, symptoms and patterns of substance use, behavioral and psychiatric disorders. - Assess for acute needs and risk and provide/arrange for appropriate stage wise intervention. In the presence of two disorders, evaluation will be made of the interaction between the two, as well as the relationship of each to significant life events. Demonstrate the knowledge of diagnostic criteria for psychiatric and substance use disorders. - Conducts initial assessments to determine appropriate level of care based on contract criteria. Analyzes clinical histories for diagnostic purposes, and develops preliminary individualized treatment plans and completes initial authorizations for individuals that include recommendations for appropriate community-based services. - Obtains information when appropriate form a variety of sources to develop a clinical history. Records the treatment plan, progress and other significant information regarding the individuals for agency case records. - Develop preliminary treatment plans for SA, MH and COD that are individualized and person-centered and reflect proper treatment matching. Specific goals, objectives and stage/phase specific treatment interventions are identified for each assessed need. If deferred, the reason for doing so is identified. Community resources and supports are prioritized as a strategy to assist individuals with meeting their needs. Easterseals MORC was awarded Metro Detroit and West Michigan 101 Best & Brightest Companies to Work For! *Sign-on bonus may be available based on role, experience, and eligibility requirements.

Michigan