Client Onboarding Lead — Compassionate Starts & Growth

Cyzerg; Morong; On-site; PHP 800,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary

Paid medical insurance/HMO

Paid time off and leaves

Referral bonuses

Career development

Casual attire

Job summary

Cyzerg, a technology company focused on warehousing solutions, seeks a Client Onboarding & Intake Lead in the Philippines. You will guide the onboarding team through referrals to ABA service initiation, ensuring timely, compassionate, and compliant processes across departments.

The role emphasizes leadership, family-centered service, and collaboration with Clinical, Scheduling, Billing, Credentialing, and Operations to optimize start times and client experience.

Qualifications

• Able to work from 8am to 5pm US time (Eastern Time)
• Excellent written and verbal communication skills (English)
• Associate's or Bachelor's degree preferred
• Minimum of two (2) years of experience in healthcare administration, client onboarding, medical office operations, or customer service
• Previous leadership or supervisory experience preferred
• Strong communication, organization, and problem-solving skills
• Experience with healthcare documentation, insurance processes, and EHR/CRM systems preferred
• Proficient in Microsoft Office and Google Workspace
• Must be able to work from our office in Clark, Freeport, Pampanga.Core

Responsibilities

• Department Leadership: Lead, coach, and develop the Client Onboarding team
• Conduct onboarding, training, coaching, and performance evaluations
• Foster a collaborative, accountable, and family-centered culture
• Monitor workload, staffing, and department performance
• Develop and maintain onboarding SOPs and best practices
• Client & Referral Experience: Ensure families receive timely, compassionate, and professional communication throughout onboarding
• Manage complex or escalated onboarding cases
• Build and maintain positive relationships with referral sources, including physicians, schools, and community partners
• Ensure timely acknowledgment and follow-up of referrals
• Onboarding Operations: Oversee the onboarding process from referral through service initiation
• Monitor client progress, assessment scheduling, and insurance authorization status
• Coordinate with Scheduling, Clinical, Billing, Credentialing, and Operations to facilitate timely service starts
• Identify and resolve barriers impacting onboarding timelines
• Quality & Compliance: Ensure onboarding documentation is accurate, complete, and compliant with HIPAA, payer requirements, and company policies
• Conduct quality audits and monitor documentation standards
• Promote continuous quality improvement across the department
• Performance & Continuous Improvement: Monitor department KPIs, including referral-to-service start time, intake completion rate, referral conversion rate, documentation accuracy, family satisfaction, team productivity
• Prepare department reports and analyze trends
• Recommend and implement workflow improvements, automation, and process enhancements
• Benefits: Competitive salary depending on education & experience; Paid medical insurance/HMO with Philcare; PTO and various leaves; Referral bonuses; Annual salary increases and bonuses; Team events; Career development; Casual office attire; Open-door policy; Company-paid certifications and trainings

Skills

Leadership

Communication

Healthcare knowledge

Onboarding

Project management

Education

Associate's or Bachelor's degree

Tools

EHR/CRM systems

Microsoft Office

Google Workspace

Job description

Cyzerg, a technology company focused on warehousing solutions, seeks a Client Onboarding & Intake Lead in the Philippines. You will guide the onboarding team through referrals to ABA service initiation, ensuring timely, compassionate, and compliant processes across departments.

The role emphasizes leadership, family-centered service, and collaboration with Clinical, Scheduling, Billing, Credentialing, and Operations to optimize start times and client experience.