Client Onboarding & Portal Specialist

Virtua Solutions Outsourcing; Taguig; On-site; PHP 334,800 - 502,200; Full time

Job summary

A dynamic outsourcing company based in Taguig is seeking a Customer Onboarding Specialist to ensure a smooth onboarding experience for new customers. Responsibilities include managing sales orders, reviewing documentation, and working closely with customers and internal teams. Suitable candidates should have over 2 years of experience in a customer-facing role, excellent organization and communication skills, and familiarity with documentation management and Salesforce. This full-time position offers an opportunity to make a significant impact in the onboarding process.

Qualifications

• 2+ years of experience in a customer-facing and operational onboarding role.
• Strong attention to detail and excellent organizational skills.
• Experience with documentation management.

Responsibilities

• Ensure sales orders have the correct purchase orders and follow up with customers.
• Review incoming customer documentation for invoicing requirements.
• Manage customer and vendor portals by handling document submissions.

Skills

Customer-facing experience

Attention to detail

Organizational skills

Problem-solving skills

Excellent communication skills

Experience with POs

Experience using Salesforce

Tools

Salesforce

NetSuite

Job description

A dynamic outsourcing company based in Taguig is seeking a Customer Onboarding Specialist to ensure a smooth onboarding experience for new customers. Responsibilities include managing sales orders, reviewing documentation, and working closely with customers and internal teams. Suitable candidates should have over 2 years of experience in a customer-facing role, excellent organization and communication skills, and familiarity with documentation management and Salesforce. This full-time position offers an opportunity to make a significant impact in the onboarding process.