Remote B2B Onboarding Specialist for Property Managers

VA Headhunter PH; Philippines; Remote; PHP 279,000 - 446,000; Full time

Job summary

VA Headhunter PH seeks a proactive B2B Client Onboarding Virtual Assistant to guide property managers through onboarding of our software platform. You will lead onboarding workflows, training sessions, and system setup to drive rapid value and platform adoption.

You will act as a project manager and trusted partner, coordinating milestones, performing regular check-ins, and maintaining clear CRM records to support long-term client retention.

Qualifications

• Proven track record in B2B onboarding, client account management, or customer success.
• Ability to manage multiple onboarding pipelines and enforce deadlines.
• Direct experience with property managers or real estate software is a plus.
• Excellent verbal and written English communication, patient and consultative approach.
• Ability to quickly master software tools and guide non-technical users.

Responsibilities

• Lead property managers through onboarding workflows, training, and system setup to ensure rapid value and adoption.
• Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups.
• Conduct quarterly satisfaction check-ins and needs analysis calls to uncover pain points and align features with goals.
• Serve as a reliable point of contact, troubleshoot initial hurdles, and build trust throughout the lifecycle.
• Maintain accurate CRM records of client interactions and onboarding statuses for continuous improvement.

Skills

B2B onboarding

Client account management

Customer success

English communication

CRM proficiency

Tools

CRM software

Project management tools

Job description

VA Headhunter PH seeks a proactive B2B Client Onboarding Virtual Assistant to guide property managers through onboarding of our software platform. You will lead onboarding workflows, training sessions, and system setup to drive rapid value and platform adoption.

You will act as a project manager and trusted partner, coordinating milestones, performing regular check-ins, and maintaining clear CRM records to support long-term client retention.