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Client Onboarding & Process Manager (Remote)

1 month ago
Philippines
Contract
Senior
Operations Manager
Project and Program Management
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 structured client onboarding discovery and expectation-setting calls to clarify scope, timelines, and deliverables.
  • Document client workflows into detailed SOPs that VAs can execute independently.
  • Draft and refine job descriptions so they accurately reflect responsibilities, skills, and workflows.
  • Coordinate with Placement Specialists to confirm role readiness and align on candidate profiles.
  • Manage client communication, follow-ups, and blockers throughout the onboarding process.
  • Train newly placed VAs on documented workflows and verify competency before handoff.
  • Oversee the transition from placement to Operations and resolve gaps that could disrupt delivery.
  • Identify workflow ambiguities or missing information and proactively close those gaps.

Requirements

  • 3–6+ years of experience in client onboarding, implementation, account management, or operations.
  • Must be able to make decisions independently without supervision and know when to escalate issues.
  • Strong written and verbal English communication skills.
  • Ability to translate complex workflows into clear, usable instructions.
  • Experience balancing structured processes with client engagement and collaboration.
  • Ability to work proactively with partial information and resolve ambiguity.
  • Comfort working cross-functionally in a fully remote team environment.
  • Experience with project management tools such as ClickUp or Monday.com is preferred.
  • Experience with SOP and documentation tools is preferred.
  • Comfortable communicating on video calls and working in a fully remote role based in the Philippines.

Benefits

  • Paid Time Off (PTO).
  • HMO coverage.
  • Fully remote work environment.
  • Full-time contractor structure.
  • US-aligned hours, 8–10 hours per day.
  • Asynchronous collaboration model.

Interested in this position?

Apply directly on the company website

Apply Now

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