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Client Onboarding Manager

Responsibilities

  • Own and manage client relationships from the point of sale through implementation.
  • Act as the primary point of contact for clients, addressing inquiries, and providing updates.
  • Ensure successful onboarding and transition of clients to operational managers post-implementation.
  • Co-develop and monitor success metrics with clients to measure implementation success.
  • Prepare and deliver performance reports, analyze data trends, and provide insights for improvement.
  • Create and implement initiatives to drive successful client onboarding and service delivery.
  • Develop and refine repeatable processes and frameworks for client onboarding.
  • Work closely with sales, operations, and support teams to align on client expectations and service delivery.
  • Assist in the recruitment, selection, and training of new employees to meet client specifications.
  • Serve as a subject matter expert on company services, both internally and externally.
  • Stay informed about industry trends and emerging practices to enhance service delivery.
  • Assist support services in handling and documenting client issues and contribute to resolving them.
  • Ensure effective communication with clients regarding any service updates or changes.
  • Open requisitions for new clients or new roles for existing clients.
  • Collaborate with hiring managers and recruiters on requisition details and screening criteria.
  • Participate in interviews and monitor recruitment progress.
  • Track candidate progress and follow up with clients as needed.
  • Participate in client interviews, gather feedback, and refine sourcing strategies.
  • Assist in onboarding new employees, ensuring credentials, access, and tools are available.
  • Work closely with managers to ensure successful training and onboarding of new employees.
  • Monitor and track the completion of onboarding checklists.
  • Participate in weekly/bi-weekly meetings with clients to discuss employee feedback, training progress, and performance.

Qualifications

  • Clear and coherent in both written and verbal communication skills to effectively convey information and ideas in written form to clients and internal teams.
  • Strong organizational skills in managing and prioritizing multiple client needs and tasks to ensure efficient and effective service delivery.
  • Capacity to help clients align with and adopt the company’s business model by providing thoughtful and strategic guidance.
  • Strong initiative to independently tackle tasks and projects without requiring constant supervision or direction.
  • Flexibility to adapt and re-prioritize tasks and responsibilities in response to changing client needs or business conditions.

Screening Criteria

  • Bachelor’s degree in a related field or an equivalent combination of education and related work experience.
  • At least one (1) year of experience in project management.
  • At least one (1) year of onboarding/implementation experience or something similar.
  • Must have a stable employment history.
Location: Philippines
Work Setup: Site/WFH Hybrid