Onboarding Specialist & VA

License & Scale; Philippines; Remote; PHP 289,000 - 482,000; Part time

Job summary

License & Scale is a growing company that helps clients streamline onboarding, implement scalable systems, and optimize processes. The Onboarding Specialist & VA role is a remote contract position guiding new clients through onboarding and providing ongoing administrative support.

You will coordinate onboarding activities, gather client information, manage calendars, prepare documents, and update internal systems, while communicating via email, chat, and video calls to clarify requirements and

Qualifications

• Candidates should have strong interpersonal and communication abilities to interact effectively with clients and internal teams.
• Candidates should have client onboarding experience to manage onboarding workflows and guide new clients through each step.
• Candidates should have analytical skills to review client information, identify gaps, and suggest improvements.
• Candidates should be proficient with remote collaboration tools (video conferencing, project management software, shared documents).
• Candidates should possess excellent organizational skills, time management, and attention to detail, with the ability to handle multiple client accounts.
• Candidates should have prior experience in a client-facing, administrative, or virtual assistant role; experience in service-based or consulting environments is beneficial.

Responsibilities

• Coordinate client onboarding activities and gather/organize client information.
• Manage calendars, prepare documents, and update internal systems.
• Communicate with clients via email, chat, and video calls to clarify requirements and ensure a smooth start to services.
• Create checklists, track onboarding progress, and identify areas to improve the journey.
• Maintain confidentiality and professionalism while working remotely, and collaborate with the broader team.

Skills

Interpersonal skills

Client onboarding experience

Analytical skills

Remote collaboration tools

Organizational skills

VA/administrative experience

Tools

Video conferencing

Project management software

Shared documents

Basic office software

Job description

Company Description

License & Scale is a growing company focused on helping clients streamline operations, implement scalable systems, and optimize their business processes. The organization partners with a diverse range of professionals and entrepreneurs, supporting them through structured onboarding and ongoing operational assistance. License & Scale values clear communication, reliability, and client-centered service. Team members work remotely and leverage digital tools to deliver efficient, high-quality support. The company fosters a collaborative environment where individuals can contribute ideas and improve workflows.

Role Description

The Onboarding Specialist & VA role is a remote, contract position responsible for guiding new clients through the onboarding process and providing ongoing administrative support. Day-to-day tasks include coordinating client onboarding activities, gathering and organizing client information, managing calendars, preparing documents, and updating internal systems. The role involves communicating with clients via email, chat, and video calls to clarify requirements, answer questions, and ensure a smooth start to services. The Specialist will also assist with creating checklists, tracking progress, and identifying areas to improve the onboarding journey. This position requires consistent follow-through, attention to detail, and the ability to work independently while collaborating with the broader team.

Qualifications

• Candidates should possess strong Interpersonal Skills and Communication abilities to interact effectively with clients and internal teams.
• Candidates should possess Customer Onboarding and Client Onboarding experience to manage structured onboarding workflows and guide new clients through each step.
• Candidates should possess Analytical Skills to review client information, identify gaps, and suggest process improvements.
• Candidates should possess proficiency with remote collaboration tools (e.g., video conferencing, project management software, shared documents) and basic office software.
• Candidates should possess excellent organizational skills, time management, and attention to detail, with the ability to handle multiple client accounts simultaneously.
• Candidates should possess prior experience in a client-facing, administrative, or virtual assistant role; experience in service-based or consulting environments is beneficial.
• Candidates should possess the ability to work reliably in a remote setting, maintaining confidentiality and professionalism.