Client Onboarding Specialist

VA Masters - vamasters.com; Philippines; On-site; PHP 240,000 - 420,000; Full time

Job summary

VA Masters - vamasters.com is seeking a technically skilled GoHighLevel Onboarding Specialist to build client onboarding systems and guide new clients through setup. You will create GoHighLevel workflows, pipelines, and automations tailored to each service and run onboarding calls with clients, many of whom are contractors who aren’t comfortable with technology.

You will also assist in finding new clients through social media outreach and maintain accurate client records and pipeline stages.

Qualifications

• Experience building GoHighLevel workflows, pipelines, and automations.
• Experience running client onboarding calls or account management.
• Excellent spoken and written English with a clear phone and video presence.
• Able to explain technical concepts in simple terms.
• Experience with social media outreach or lead generation.
• Strong organizational skills and ability to work independently.

Responsibilities

• Build and manage GoHighLevel workflows, pipelines, and automations for client onboarding.
• Set up onboarding paths tailored to the service selected by each client.
• Run onboarding calls, guiding clients through setup and requirements.
• Explain technical steps in simple terms for non-tech clients.
• Follow onboarding schedule and checklist for new clients.
• Track onboarding progress and follow up on missing information.
• Conduct social media outreach to find potential clients for the free Google audit.
• Keep client records and pipeline stages up to date.

Skills

GoHighLevel

Client onboarding

Lead generation

English communication

Remote collaboration

Job description

We are looking for a technically skilled and people-friendly GoHighLevel Onboarding Specialist to build our client onboarding system and guide new clients through it. You will create GoHighLevel workflows, pipelines, and automations that onboard each client based on the service they choose, and you’ll run onboarding calls with clients, many of whom are contractors who aren’t comfortable with technology. When you’re not onboarding, you’ll help us find new clients through social media outreach. The ideal candidate is strong in GoHighLevel, patient and clear on calls, and proactive about filling their time with growth work.

Key Responsibilities:

• Build and manage GoHighLevel workflows, pipelines, and automations for client onboarding
• Set up onboarding paths tailored to the specific service each client selects
• Run and support client onboarding calls, guiding clients step by step through setup and requirements
• Explain technical steps in simple, friendly language for clients who are not tech-savvy
• Follow the established onboarding call schedule and checklist for every new client
• Track each client’s onboarding progress and follow up on missing information or tasks
• Conduct social media outreach to find potential clients for our free Google audit offer
• Keep client records, pipeline stages, and outreach activity accurate and up to date

Mandatory Skills:

• Proven hands-on experience building workflows, pipelines, and automations in GoHighLevel
• Experience running client-facing calls, such as onboarding, customer success, or account management
• Excellent spoken and written English with a clear, confident phone and video presence
• Patience and the ability to explain technical concepts in simple terms
• Experience with social media outreach or lead generation
• Strong organizational skills and follow-through
• Reliable, detail-oriented, and able to work independently

Preferred Skills:

• Experience working with contractors, home services, or trade businesses
• Experience in a marketing agency environment
• Familiarity with Google Business Profile and local SEO concepts
• Experience with outreach on Facebook, Instagram, LinkedIn, or local Facebook groups
• Experience with video call and screen-share tools such as Zoom or Google Meet
• Ability to manage multiple projects simultaneously

Why Join Us:

Join a growing team where you’ll own the client experience from day one. You’ll build the systems that make onboarding smooth, help clients feel confident and supported, and play a direct role in bringing new business through the door. We value initiative, patience, and people who enjoy both building and connecting.