Client Onboarding & Engagement Coordinator

Armanino Pacific LLC; Cebu City; On-site; PHP 260,000 - 380,000; Full time

Job summary

Armanino Pacific LLC is seeking a Client Onboarding Specialist to translate engagement letters into actionable onboarding plans and coordinate setup across internal teams. You will manage checklists, track dependencies, and ensure accurate data in systems while supporting timely responses to onboarding questions.

The role requires collaboration across client service, operations, and system teams. The ideal candidate has a Bachelor's degree and 2+ years of relevant experience, plus proficiency

Qualifications

• Bachelor's degree in a relevant field preferred.
• Minimum 2+ years of relevant work experience.
• Experience working in multiple software systems daily.
• Experience working cross-functionally with internal resources and multiple business units.
• Ability to manage several projects simultaneously in a fast-paced environment.
• Customer onboarding and professional services experience preferred.

Responsibilities

• Support the Project Manager or Client Lead in translating the engagement letter, agreed scope, and onboarding requirements into a clear onboarding checklist and actionable setup activities.
• Actively maintain and coordinate the onboarding checklist, track open items and dependencies, and follow up with responsible parties to keep onboarding activities moving toward engagement readiness.
• Coordinate with internal client service, operations, and system teams to obtain required information, resolve setup needs, and support timely responses to onboarding questions.
• Ensure required engagement documents, key contract information, setup requirements, and supporting data are complete, accurate, captured, and maintained in the appropriate internal systems.
• Create and coordinate customer and project setup and administer required users and access in applicable internal systems based on approved engagement requirements.
• Identify onboarding roadblocks, investigate root causes and dependencies, coordinate with the appropriate teams, and provide the Project Manager or Client Lead with timely status updates and recommended next steps or resolutions.
• Provide the Project Manager or Client Lead with visibility into onboarding readiness, outstanding items, risks, and decisions needed before the engagement transitions into ongoing service delivery.
• Export, review, update, transform, and import onboarding data as needed, and perform checks to help ensure system and setup information is accurate and complete.
• Create and maintain onboarding procedures, checklists, status tracking, and supporting documentation to promote a consistent and effective onboarding experience.
• Recommend and support process or system enhancements that improve onboarding timeliness, quality, controls, communication, and overall engagement readiness.

Skills

Project management

Cross-functional collaboration

Multi-tasking

Communication

Customer onboarding

Education

Bachelor's degree in a relevant field

Job description

Armanino Pacific LLC is seeking a Client Onboarding Specialist to translate engagement letters into actionable onboarding plans and coordinate setup across internal teams. You will manage checklists, track dependencies, and ensure accurate data in systems while supporting timely responses to onboarding questions.

The role requires collaboration across client service, operations, and system teams. The ideal candidate has a Bachelor's degree and 2+ years of relevant experience, plus proficiency