Client Onboarding & Operations VA

Linkage Web Development; Philippines; On-site; PHP 830,714,000 - 1,246,070,000; Full time

Benefits offered by this job

Work From Home

Job summary

Linkage Web Development is seeking a Client Onboarding & Operations Virtual Assistant to support a US-based business across onboarding, operations coordination, executive support, and sales operations. The ideal candidate will manage onboarding from requirements to launch, collect documents, track milestones, and coordinate with internal teams, while communicating professionally with US executives.

This is a full-time, 100% remote role aligned to US Central Time hours, offering long-term

Qualifications

• Experience in client onboarding, operations coordination or similar role.
• Excellent spoken and written English.
• Able to manage multiple priorities independently and proactively.
• Proficient with Google Workspace, Slack, MS Teams and CRM systems.

Responsibilities

• Coordinate onboarding for new clients from requirements through launch.
• Collect client information, credentials, documents and assets.
• Follow up on missing information and requirements.
• Manage onboarding checklists, milestones and deadlines.
• Communicate with clients via email and Slack.
• Coordinate with internal teams for client requirements.

Skills

Client onboarding

Project coordination

Executive support

English communication

Google Workspace

Slack

Microsoft Teams

CRM systems

Time zone coordination

Independent work

Tools

Google Workspace

Slack

Microsoft Teams

CRM systems

Job description

HIRING: Client Onboarding & Operations Virtual Assistant

We are looking for a highly professional, organized, and detail-oriented Client Onboarding & Operations Virtual Assistant to support a US-based business across client onboarding, operations coordination, executive support, and sales operations.

The ideal candidate has hands‑on experience with client onboarding, project coordination, operations, account coordination, executive assistance, or a similar role, with the ability to manage client requirements, follow up on outstanding tasks, coordinate with internal teams, and keep projects moving from onboarding through launch.

The successful candidate should have excellent spoken and written English, strong attention to detail, and the confidence to communicate directly with US executives and enterprise clients. The candidate should also be proactive, organized, reliable, and comfortable managing multiple priorities independently.

Responsibilities

Client Onboarding & Operations

• Coordinate the onboarding process for new clients from initial requirements through launch
• Collect client information, credentials, API keys, documents, and other required digital assets
• Follow up with clients regarding missing information, documents, and requirements
• Manage onboarding checklists, milestones, deadlines, and project requirements
• Communicate with clients through email and Slack
• Coordinate client requirements and information with internal technical and operations teams
• Prepare organized handoffs for internal teams
• Track projects and onboarding progress from start to launch
• Maintain accurate records of client information, requirements, and project status
• Monitor outstanding tasks and proactively follow up to keep projects moving
• Eventually manage multiple client onboardings simultaneously

Executive & Sales Operations Support

• Provide executive and operational support to the business and team
• Manage calendars, appointments, meetings, and schedules
• Coordinate sales calls across different time zones
• Assist with CRM and sales pipeline updates
• Take meeting notes and manage sales follow-ups
• Track marketing campaigns, tasks, deadlines, and deliverables
• Conduct research and prepare organized summaries
• Assist with general administrative and operational tasks as needed

Communication & Coordination

• Communicate professionally with clients, executives, and internal team members
• Coordinate information between clients and internal departments
• Monitor email and Slack communications and ensure timely follow‑ups
• Follow up on pending requests, requirements, and commitments
• Maintain clear and organized communication throughout the onboarding process
• Handle client information and business communications with professionalism and discretion

Organization & Task Management

• Maintain organized checklists, trackers, spreadsheets, and project documentation
• Manage multiple tasks, priorities, and deadlines effectively
• Keep client onboarding information and project records accurate and up to date
• Identify pending requirements or potential delays and take proactive action
• Follow through on assigned tasks with minimal supervision
• Support the overall workflow and day‑to‑day operations of the business

Qualifications

• Previous experience as a Client Onboarding Coordinator, Project Coordinator, Account Coordinator, Operations Coordinator, Executive Assistant, or similar role
• Proven experience in client onboarding, operations coordination, project coordination, or client‑facing support
• Strong experience coordinating tasks, requirements, deadlines, and multiple priorities
• Excellent spoken and written English
• Clear pronunciation and professional spoken English suitable for communication with US executives and enterprise clients
• Strong client‑facing communication and interpersonal skills
• Excellent attention to detail, organization, and follow‑through
• Proficient in Google Workspace (Gmail, Calendar, Docs, Sheets, Drive)
• Experience with Slack and Microsoft Teams
• Basic experience with CRM systems and sales pipelines
• Strong spreadsheet, checklist, and task management skills
• Ability to work independently and take initiative
• Professional, reliable, proactive, and highly organized
• Experience working with US‑based clients or businesses is a strong advantage
• Available full‑time during US Central Time business hours

What We’re Looking For

• A proactive and dependable professional who takes ownership of tasks and follows through
• Someone who is confident communicating with clients and executives
• A highly organized individual who can keep multiple moving parts on track
• Someone who can adapt to a fast‑paced environment and support the team long‑term

Compensation

• $5/hour

Work Setup

• 100% Work From Home

Schedule

• Monday to Friday
• Full‑time
• Night shift (US Central Time business hours)