B2B Client Onboarding Virtual Assistant

VA Headhunter PH; Philippines; Remote; PHP 279,000 - 446,000; Full time

Job summary

VA Headhunter PH seeks a proactive B2B Client Onboarding Virtual Assistant to guide property managers through onboarding of our software platform. You will lead onboarding workflows, training sessions, and system setup to drive rapid value and platform adoption.

You will act as a project manager and trusted partner, coordinating milestones, performing regular check-ins, and maintaining clear CRM records to support long-term client retention.

Qualifications

• Proven track record in B2B onboarding, client account management, or customer success.
• Ability to manage multiple onboarding pipelines and enforce deadlines.
• Direct experience with property managers or real estate software is a plus.
• Excellent verbal and written English communication, patient and consultative approach.
• Ability to quickly master software tools and guide non-technical users.

Responsibilities

• Lead property managers through onboarding workflows, training, and system setup to ensure rapid value and adoption.
• Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups.
• Conduct quarterly satisfaction check-ins and needs analysis calls to uncover pain points and align features with goals.
• Serve as a reliable point of contact, troubleshoot initial hurdles, and build trust throughout the lifecycle.
• Maintain accurate CRM records of client interactions and onboarding statuses for continuous improvement.

Skills

B2B onboarding

Client account management

Customer success

English communication

CRM proficiency

Tools

CRM software

Project management tools

Job description

We are seeking a proactive, competent, and empathetic B2B Client Onboarding Virtual Assistant to serve as the primary guide for our clients as they adopt our software platform. In this role, you will lead property managers through every phase of the onboarding journey, perform regular check-ins, and ensure seamless system implementation.

You will act as both a project manager and a trusted partner, building customer confidence and establishing a structured, dependable support framework that drives long-term client retention.

Key Responsibilities

• Lead property managers through structured onboarding workflows, training sessions, and system setup to ensure rapid time-to-value and high platform adoption.
• Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups to keep every onboarding project on schedule.
• Conduct structured quarterly satisfaction check-ins and needs analysis calls to uncover pain points, evaluate feature usage, and align software capabilities with client goals.
• Serve as a reliable, empathetic point of contact, answering procedural questions, troubleshooting initial hurdles, and building trust throughout the client lifecycle.
• Maintain accurate records of client interactions, onboarding statuses, and feedback within the CRM/project management tools to support continuous service improvement.

Qualifications & Requirements

• Proven track record in B2B onboarding , client account management, or customer success.
• Strong ability to handle multiple onboarding pipelines simultaneously, enforce deadlines, and follow up systematically.
• Direct experience working with property managers or within the real estate/property management software ecosystem is strongly preferred.
• Exceptional verbal and written English communication skills, with a patient, consultative approach to guiding users through new software.
• Ability to quickly master software tools, guide non-technical users through platform features, and leverage CRM/project tracking systems effectively.
• Quiet home office work environment
• A fast and reliable internet connection of at least 10 Mbps with internet backup available
• Dependable electricity with power backup available
• At least 8-gen i3 processors, 8GB RAM, and Windows or MAC, SSD Disc