B2B Client Onboarding Virtual Assistant - Work From Home

VA Headhunter PH; Philippines; Remote; PHP 335,000 - 614,000; Full time

Job summary

VA Headhunter PH is seeking a proactive B2B Client Onboarding Virtual Assistant to guide clients (property managers) through every onboarding phase, trainings, and system setup. You will act as project manager and trusted partner to ensure success milestones and long-term retention.

Responsibilities include coordinating workflows, tracking timelines, conducting quarterly check-ins, and serving as the primary empathetic contact. A quiet home office and reliable internet are required.

Qualifications

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

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 and align software capabilities with client goals.
• Serve as a reliable, empathetic point of contact, answering procedural questions, troubleshooting hurdles, and building trust throughout the client lifecycle.
• Maintain accurate records of client interactions and onboarding statuses within CRM/project management tools.

Skills

B2B onboarding

Client account management

Customer success

Multi-pipeline management

English communication

CRM proficiency

Training & onboarding

Tools

CRM/project tracking 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.

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