Customer Onboarding 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

Customer Onboarding Specialist

Join our Finance and Operations team as a Customer Onboarding Specialist at Virtua Solutions Outsourcing.

Are you organized, detail-oriented, and passionate about delivering great customer experiences? In this role, you’ll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You’ll Do

• Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
• Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
• Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
• Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
• Send onboarding emails with key setup instructions, payment processing steps, and contact information.
• Follow up on multi-year renewal POs and address any missing or incomplete documentation.
• Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
• Contribute to process improvement initiatives to enhance the onboarding experience.

Qualifications

• 2+ years of experience in a customer-facing and operational onboarding role.
• Strong attention to detail with excellent organizational and problem‑solving skills.
• Experience working with POs, documentation management, and vendor/customer portals.
• Experience using Salesforce; NetSuite experience is a plus.
• Excellent communication skills, both written and verbal.
• Ability to thrive in a fast‑paced environment.

Apply today and join us in BGC, Taguig City!

Seniority level: Associate

Employment type: Full-time

Job function: Human Resources, Sales, and Product Management