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🌴 Onboarding Manager - Job Code: 1787267069894

1 hour, 37 minutes ago
Philippines
Full-time
Junior
Customer Success Manager
Customer and Technical Support
CRM Notion OAuth
Apply Now
Coconut VA

Coconut VA

Coconut VA: Premier virtual assistant service providing top talent for admin, operations, marketing, and sales. Streamline your business operations with our rigorous selection process and expert VAs.

Professional Services
11-50
Founded 2021
View All Jobs 35

Description

  • Run 20-30 minute onboarding calls with new TradeRated customers.
  • Guide customers through company setup, technician roster, review path configuration, and CRM integration steps.
  • Capture and confirm critical setup information during onboarding calls.
  • Set expectations for next steps and document blockers when onboarding is not complete.
  • Prepare for calls by reviewing pre-call forms, customer information, and required stakeholders.
  • Reschedule calls when pre-call requirements are not met and coordinate warm handoffs with Sales.
  • Troubleshoot CRM and integration issues in real time and escalate complex technical problems as needed.
  • Drive customers toward activation, including first verified review and key setup milestones.
  • Maintain onboarding records, track KPIs, and contribute to weekly scorecard reporting.
  • Document friction points and help improve onboarding playbooks, SOPs, templates, and supporting content.
  • Manage handoffs from Sales to Onboarding and from Onboarding to Customer Success.

Requirements

  • 2-4 years of experience in SaaS onboarding, implementation, customer success, account management, support, or technical customer-facing roles.
  • Experience running live customer calls and screen shares.
  • Comfort with CRM and workflow tools such as GoHighLevel, Notion, Slack, Loom, and Google Workspace.
  • Working knowledge of CRM integrations and related tools such as ServiceTitan, Jobber, Housecall Pro, AccuLynx, CRM, API, and OAuth.
  • Strong organizational skills and attention to detail (preferred).
  • Strong written and verbal communication (preferred).
  • Ability to translate technical concepts for non-technical customers (preferred).
  • Calm, confident customer-facing presence during troubleshooting (preferred).
  • Technically curious and able to learn new software quickly (preferred).
  • Experience in trades, home services, or field service software is a strong plus.
  • Comfort operating in a fast-moving startup environment where processes are still being built (preferred).
  • Full-time availability of 40 hours per week.
  • Availability to work within EST or MST hours.
  • English proficiency rating required in the application, with a CEFR level to be provided.
  • Resume must follow the Coconut VA profile template and be submitted in English.
  • A 1-minute introduction video link is required, preferably recorded in Loom.

Benefits

  • Monthly rate of $1,800-$2,150.
  • 13th month pay.
  • 12 days of paid time off.
  • 12 paid US holidays.
  • Maternity and paternity leave.
  • Comprehensive healthcare coverage.
  • Life insurance through the full-time HMO plan.
  • Mental health support and wellness resources.

Interested in this position?

Apply directly on the company website

Apply Now

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