Remote B2B Client Onboarding Specialist

VirtuallyinCredible Careers Hub

Philippines

Remote

PHP 420,000 - 540,000

Full time

6 days ago

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Job summary

VirtuallyinCredible Careers Hub is seeking a proactive B2B Client Onboarding Virtual Assistant to guide property managers through the onboarding journey, ensuring smooth system implementation and ongoing adoption. You will act as a project manager and trusted partner, delivering structured onboarding and regular check-ins to drive long-term retention.

The role is fully remote, with a focus on building confidence, coordinating milestones, and maintaining CRM records to support continuous service

Qualifications

Experience in guiding clients through onboarding processes.
Ability to manage multiple onboarding pipelines and deadlines.
Strong English communication and consultative approach.

Responsibilities

Lead property managers through structured onboarding workflows, training sessions, and system setup to ensure rapid time-to-value and high platform adoption.
Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups to keep onboarding projects on schedule.
Conduct structured quarterly satisfaction calls to uncover pain points, evaluate feature usage, and align software capabilities with client goals.
Serve as a reliable, empathetic point of contact, address questions, troubleshoot hurdles, and build trust across the client lifecycle.
Maintain accurate records of client interactions, onboarding statuses, and feedback within the CRM/project management tools.