Remote B2B Client Onboarding Specialist

VirtuallyinCredible Careers; Quezon City; Remote; PHP 279,000 - 558,000; Full time

Job summary

VirtuallyinCredible Careers is seeking a proactive B2B Client Onboarding Virtual Assistant for a 100% work-from-home role in the Philippines. You will guide property managers through onboarding, train users, and ensure smooth system implementation.

You will manage milestones, follow-ups, and quarterly check-ins to support long-term client success. The role requires strong English communication, the ability to handle multiple pipelines, and experience with CRM/project tracking tools.

Qualifications

• Proven track record in B2B onboarding, client account management, or customer success.
• Ability to handle multiple onboarding pipelines simultaneously, enforce deadlines, and follow up systematically.
• Direct experience working with property managers or within the real estate/property management software ecosystem is strongly preferred.
• Excellent verbal and written English communication skills, with a patient, consultative approach to guiding users through new software.
• Ability to quickly master software tools, guide non-technical users through platform features, and leverage CRM/project tracking systems effectively.
• Quiet home office work environment
• A fast and reliable internet connection of at least 10 Mbps with internet backup available
• Dependable electricity with power backup available
• At least 8-gen i3 processors, 8GB RAM, and Windows or MAC, SSD Disc

Responsibilities

• Lead property managers through onboarding workflows, training sessions, and system setup.
• Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups to keep onboarding projects on schedule.
• Conduct structured quarterly satisfaction check-ins and needs analysis calls to uncover pain points and align software capabilities with client goals.
• Serve as a reliable, empathetic point of contact, answering procedural questions, troubleshooting initial hurdles, and building trust throughout the client lifecycle.
• Maintain accurate records of client interactions, onboarding statuses, and feedback within the CRM/project management tools.

Skills

B2B onboarding

Client account management

Customer success

English communication

CRM tools

Project tracking

Tools

CRM systems

Project management tools

Property management software

Job description

VirtuallyinCredible Careers is seeking a proactive B2B Client Onboarding Virtual Assistant for a 100% work-from-home role in the Philippines. You will guide property managers through onboarding, train users, and ensure smooth system implementation.

You will manage milestones, follow-ups, and quarterly check-ins to support long-term client success. The role requires strong English communication, the ability to handle multiple pipelines, and experience with CRM/project tracking tools.