Client Onboarding Specialist - QuickBooks Online

BruntWork; Metro Manila; Remote; PHP 335,000 - 558,000; Full time

Job summary

BruntWork is seeking a proactive Client Onboarding Coordinator to guide partners and originators through the end-to-end sales and onboarding journey. You will manage leads, participate in discovery calls, coordinate engagement letters, and handle CRM and client setup.

Key responsibilities include coordinating onboarding records, preparing engagement letters, and establishing billing workflows in QuickBooks Online and related systems.

Qualifications

• Experience in client relations, sales support, onboarding, account management, or professional services administration.
• Strong written and verbal communication skills.
• Excellent organization, attention to detail, and follow-through.

Responsibilities

• Work closely with partners and originators to manage leads and follow-up activities.
• Participate in sales and discovery calls, document client needs, and coordinate next steps.
• Maintain accurate lead, CRM, engagement, and onboarding records.
• Collect and organize prospect documents and follow up on missing information.
• Prepare engagement letters and monitor them through execution.
• Complete new-client setup, including the Yellow Sheet, CCH Axcess jobs, client folders, and onboarding trackers.
• Establish billing in QuickBooks Online, CCH Axcess BFA, and Chase ACH.
• Schedule the onboarding meeting and introduce the Onboarding Accountant.
• Identify incomplete, duplicate, or conflicting information and elevate issues when needed.

Skills

Client relations

Sales support

Onboarding

Account management

Professional services administration

Tools

Microsoft 365

CRM systems

Spreadsheets

Cloud-based applications

Job description

BruntWork is seeking a proactive Client Onboarding Coordinator to guide partners and originators through the end-to-end sales and onboarding journey. You will manage leads, participate in discovery calls, coordinate engagement letters, and handle CRM and client setup.

Key responsibilities include coordinating onboarding records, preparing engagement letters, and establishing billing workflows in QuickBooks Online and related systems.