Client Onboarding & Success Specialist

Neolytix; Philippines; On-site; PHP 500,000 - 700,000; Full time

Job summary

Neolytix in the Philippines is seeking an onboarding specialist to guide new clients from kickoff to launch. You will coordinate with Sales, IT, Finance, and Operations to ensure a smooth implementation, clear accountability, and a positive client experience.

You will develop onboarding plans, collect documents, train clients, and hand over to the account management team, tracking progress and addressing risks to keep timelines intact and client satisfaction high.

Responsibilities

• Serve as the primary point of contact for new clients throughout the onboarding process
• Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations
• Provide regular progress updates and promptly address client questions or concerns
• Explain onboarding requirements, client responsibilities, and the support process after launch
• Review sales handover documentation to understand agreed services, commitments, and client requirements
• Develop and maintain onboarding plans, checklists, timelines, and milestone trackers
• Coordinate with Sales, Operations, Account Management, IT, Finance, and other relevant teams to complete onboarding activities
• Track dependencies and outstanding requirements, following up with stakeholders to prevent delays
• Identify onboarding risks and elevate issues that may affect timelines, service readiness, or the client experience
• Collect and validate client information, required documents, workflow details, and access requirements
• Maintain accurate client records and onboarding status updates in CRM and project management systems
• Coordinate account setup, system access, configuration, and other implementation requirements with the appropriate teams
• Confirm that required approvals, documentation, and readiness checks are completed before service launch
• Prepare handover documentation covering client requirements, agreed workflows, key contacts, and unresolved items
• Organize onboarding sessions, process walkthroughs, and training on relevant systems or services
• Provide clients with guides, reference materials, and clear instructions for accessing ongoing support
• Coordinate the transition to the assigned account manager or service delivery team
• Follow up after launch to confirm that initial concerns are addressed and the handover is complete
• Maintain visibility into active onboarding projects, milestones, delays, and escalations
• Gather client feedback to identify opportunities to improve the onboarding experience
• Update onboarding templates, checklists, and standard operating procedures
• Recommend improvements that reduce rework, shorten onboarding timelines, and strengthen coordination

Job description

Neolytix in the Philippines is seeking an onboarding specialist to guide new clients from kickoff to launch. You will coordinate with Sales, IT, Finance, and Operations to ensure a smooth implementation, clear accountability, and a positive client experience.

You will develop onboarding plans, collect documents, train clients, and hand over to the account management team, tracking progress and addressing risks to keep timelines intact and client satisfaction high.