Delegate CX logo
Delegate CX

LET'S GROW!

Onboarding Specialist

Location

Philippines

Posted

3 days ago

Salary

₱45K - ₱48K / month

Seniority

Mid Level

Associate Degree2 yrs expExperience acceptedEnglish

Job Description

Onboarding Specialist

Delegate CX

• Conduct live customer onboarding sessions and product trainings for US-based customers • Lead Romify Hub Admin Trainings and Mobile App End User Trainings • Guide customers through platform setup, event configuration, user management, and best practices • Assist customers in understanding workflows and real-world use cases • Provide clear, professional, and friendly customer communication via Virtual Meetings and email • Support the Customer Support team with entry-level troubleshooting and ticket management • Maintain accurate notes and follow-up documentation in HubSpot • Collaborate cross-functionally with Customer Success, Support, and Technical teams • Help ensure strong customer adoption and positive onboarding experiences

Job Requirements

  • Associate degree in business, human resources, psychology, or equivalent work experience.
  • Experience: 1-2 years of experience in a SaaS onboarding, implementation or customer success role
  • Demonstrated ability to work independently while managing multiple onboarding processes.
  • Excellent customer service and interpersonal communication skills.
  • Highly detail-oriented with strong organizational skills.
  • Maintains integrity, motivation, and perseverance under pressure.
  • Proficient in using onboarding systems, spreadsheets, and compliance tracking tools.
  • Ability to work across multiple divisions with professionalism.
  • Technical Skills: Experience working with SaaS platforms
  • Basic familiarity with HubSpot and/or Salesforce
  • Experience conducting virtual trainings or onboarding calls
  • Experience working in fast-paced startup or technology environments

Benefits

  • Industry-leading salary packages
  • Permanent work-from-home setup
  • Company equipment provided
  • Internet stipends upon regularization
  • HMO Coverage
  • PTO credits and service incentive leaves
  • Major spring and winter company live events
  • Monthly employee appreciation virtual events
  • Company-provided career skills training courses
  • A company culture focused on your personal and professional growth

Related Job Pages

More Onboarding Specialist Jobs

Modern Family Law logo

People and Culture Specialist - Onboarding/Offboarding

Modern Family Law

Modern Family Law: Compassionate, Innovative Legal Solutions in Colorado, California, Georgia, Texas and Washington.

Full TimeRemoteTeam 51-200Since 2004H1B No Sponsor

Role Description Modern Family Law, a boutique law firm which specializes in Family Law, is looking for a compassionate, innovative, and organized People & Culture Specialist – Onboarding & Offboarding to work remotely near one of our office locations. This role serves as the primary owner and coordinator of onboarding and offboarding processes across the Firm and is responsible for supporting a consistent, organized, and professional employee transition experience throughout the employee lifecycle. This position partners closely with People & Culture Leadership, IT, Payroll, Operations, and Firm leadership to support onboarding readiness, employee transitions, process improvement, and operational consistency across a growing multi-state organization. The ideal candidate is highly organized, detail-oriented, proactive, and able to exercise sound judgment while managing multiple priorities in a fast-paced environment. This role requires strong communication, professionalism, follow-through, and the ability to balance employee interaction with operational execution. To be successful in this role, the incumbent in this position would be expected to do the following: - Own and coordinate onboarding processes from offer acceptance through the first 90 days of employment. - Serve as a primary point of contact for new hires throughout onboarding and orientation processes and help support a welcoming and organized onboarding experience. - Coordinate onboarding schedules, orientation sessions, onboarding documentation, and first-day logistics across departments. - Partner with Learning & Development, IT, Operations, Payroll, and leadership teams to ensure timely onboarding readiness, including system access, equipment coordination, and onboarding support. - Coordinate and manage offboarding processes from notice through final separation, including offboarding documentation, system access removal, and equipment return coordination. - Conduct and track exit interviews and stay interviews, identify trends, and support continuous improvement efforts related to onboarding and offboarding processes. - Develop, maintain, and improve onboarding and offboarding SOPs, workflows, process documentation, tracking tools, and related resources to support consistency and scalability. - Maintain organized onboarding and offboarding records, dashboards, tracking tools, and reporting visibility. - Identify process gaps and recommend practical process improvements to support efficiency, consistency, and operational effectiveness. - Assist with coordination and documentation related to internal employee transitions, organizational changes, and People & Culture initiatives. - Assist in the development, coordination, and maintenance of onboarding related training materials, resources, and process documentation. - Partner with People & Culture Leadership and cross-functional teams to support onboarding, offboarding, and employee transition processes effectively and consistently. - Exercise sound judgment in managing routine onboarding and offboarding matters while partnering with People & Culture Leadership on matters involving policy interpretation, compliance concerns, or elevated employee relations risk. - Maintain professionalism, discretion, and confidentiality when handling sensitive employee information and documentation. - Perform other duties, responsibilities, and related assignments as directed by People & Culture Leadership to support departmental and organizational needs. Qualifications - A high school diploma or equivalent is required. - At least four (4) years of experience in onboarding, offboarding, employee experience, HR coordination, People Operations, or a closely related field. - A bachelor’s degree in Business, Human Resources, Psychology, Humanities, or a related field is preferred. - Experience coordinating and managing onboarding and offboarding processes across multiple stakeholders. - Experience working in a legal, professional services, and/or rapidly growing multi-state organization is preferred. - Strong working knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, Adobe, and Zoom. - Experience working with HRIS platforms, onboarding systems, electronic personnel records, or similar systems. - Demonstrated attention to detail, organization, and follow-through. - Strong written and verbal communication skills. Requirements - Ability to communicate professionally and interact effectively with employees, managers, leadership, attorneys, support staff, and external partners. - Ability to be a proactive self-starter who can operate independently while managing multiple priorities and deadlines. - Demonstrated attention to detail, reliability, organization, and follow-through. - Strong customer service and relationship-building skills with the ability to support a professional and organized onboarding and offboarding experience. - Ability to maintain professionalism, discretion, and confidentiality when handling sensitive employee information and documentation. - Ability to identify process gaps and recommend practical solutions to improve efficiency, consistency, and operational effectiveness. - Flexibility and ability to respond positively to shifting priorities and business needs. - Ability to work under pressure and manage competing priorities while maintaining accuracy and professionalism. - Ability to work in a primarily computer-based environment, including extended periods of sitting, screen time, typing, and use of standard office equipment. - Ability to occasionally lift and move office equipment or materials weighing up to 10 pounds. - Ability to work occasional evenings or adjusted hours as needed to support onboarding, offboarding, or time-sensitive operational needs. Benefits - Salary Range for California/Washington: $85,000-$105,000. - Comprehensive benefits package includes health insurance, HSA/FSA options, short-term and long-term disability, dental and vision care, life insurance, 401(k), vacation, sick time, and access to an employee assistance program. - Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance. - Commuter and transit benefits may be available in some locations.

United States
$85K - $105K / year
ClearDesk logo

Bilingual Recruitment Specialist – Talent & Onboarding Specialist

ClearDesk

We help small businesses leverage incredible outsourced talent. Clear Communication. Clear Savings.

Full TimeRemoteTeam 51-200H1B Sponsor

• connect with candidates and guide them through the hiring process • conduct phone and video screenings to evaluate candidates • coordinate interview schedules and manage recruitment pipelines • follow up with candidates on onboarding requirements • conduct reference checks and support credential verification • support recruitment events and hiring campaigns • maintain recruiting records and documentation • ensure confidentiality and compliance with candidate information

United States

Trust Specialist

Lloyds Banking Group

Lloyds Banking Group is the largest commercial and retail bank in the United Kingdom. Headquartered in London, England, the banking group was established after

Role Description As a Trust Specialist, you'll manage relationships between introducers and support customers throughout the creation of new Trusts. This role is essential for the expansion of Trust Services via new products and succession planning for Trust Specialists. You'll be part of a small team with unique skills, qualifications, and experience that deliver new customers for UK Trust Centre (UKTC), working closely with third-party stakeholders to ensure successful introductions. - Manage important client relationships with guidance from senior colleagues. - Oversee relationship management with transactional clients. - Develop and deliver activities to meet customer service standards. - Provide guidance to customers on trusts. - Complete the onboarding for all trust cases in UKTC. - Implement communication plans within established systems and procedures. This is a remote position, with a full-time schedule of 35 hours per week. The role is permanent, offering a great opportunity to contribute to the growth and success of UKTC's Trust Services. Qualifications - 3+ years experience working within Trust or Fiduciary Services (or a closely related environment). - Demonstrable experience managing client or introducer relationships in a regulated setting. - Strong communication skills, both written and verbal, with the ability to explain complex information clearly. - Strong organisational skills with the ability to prioritise workloads and work independently. - High attention to detail with an understanding of regulatory and compliance requirements. - Experience supporting onboarding processes or case management within financial services (preferred). - Exposure to succession planning, estate planning, or Trust structures in a banking environment (preferred). - Experience working with multiple stakeholders, including third-party partners (preferred). Benefits - A generous pension contribution of up to 15%. - An annual performance-related bonus. - Share schemes including free shares. - Benefits you can tailor to your lifestyle, such as discounted shopping. - 30 days’ holiday, plus bank holidays. - A range of wellbeing initiatives and generous parental leave policies.

United Kingdom

Treasury Client Services Onboarding Specialist

OceanFirst Bank

OceanFirst Bank is self-described as one of the largest regional banks serving New Jersey and the metropolitan markets of Philadelphia, Pennsylvania; New York,

Open and onboard Commercial and Government accounts, provide training on Treasury Management services, communicate updates to customers, and ensure accuracy in setups while delivering exceptional customer service throughout the onboarding process.

New Jersey