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Client Onboarding & Process Manager

3 hours, 6 minutes ago
Philippines
Contract
Mid Level
Implementation Consultant
Customer and Technical Support
ClickUp Monday.com
Apply Now
Scale Virtually

Scale Virtually

Scale Virtually specializes in providing real estate virtual assistant services by sourcing and integrating skilled talent into businesses, while also offering expert consultation to develop customized processes and training for seamless team building ...

Professional Services
51-250
View All Jobs 10

Description

  • Lead client onboarding and discovery calls to clarify scope, timeline, deliverables, and expectations before recruitment begins.
  • Document client workflows into clear, usable SOPs that VAs can execute independently.
  • Draft and refine job descriptions so they accurately reflect responsibilities, required skills, and workflows.
  • Coordinate with Placement Specialists to confirm role readiness, align on candidate profiles, and flag gaps early.
  • Keep clients informed of next steps, follow-ups, and blockers throughout the onboarding process.
  • Train newly placed VAs on documented workflows and verify competency before handoff to Operations.
  • Oversee the placement handoff into Operations and resolve gaps that could disrupt delivery.
  • Identify workflow misalignments, incomplete processes, or ambiguities and address them proactively.

Requirements

  • 3–6+ years of experience in client onboarding, implementation, account management, or operations.
  • Ability to make decisions independently without close supervision and know when to escalate issues.
  • Strong written and verbal English communication skills with the ability to translate complex workflows into clear instructions.
  • Ability to balance structured process management with client engagement and collaboration.
  • Strong problem-solving skills and comfort acting on partial information to resolve ambiguity proactively.
  • Comfort working cross-functionally in a fully remote team environment.
  • Experience with ClickUp and Monday.com is preferred.
  • Experience with SOP/documentation tools and communication tools such as email, Zoom, and Slack.
  • Must be available for US-aligned hours, approximately 8–10 hours per day.
  • Role is structured as a full-time contractor position focused on output and client satisfaction.

Benefits

  • Paid time off (PTO).
  • HMO coverage.
  • Fully remote work arrangement.
  • US-aligned schedule with asynchronous collaboration.

Interested in this position?

Apply directly on the company website

Apply Now

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