Remote Client Intake & Onboarding Coordinator

Treantly; Philippines; Remote; PHP 1,256,170 - 2,093,616; Part time

Job summary

Treantly is seeking an Intake Coordinator to enhance our professional services in the Philippines. This remote, part-time position (25-30 hours per week) focuses on managing client intake, follow-ups, onboarding, and administrative support to ensure an exceptional client experience.

The ideal candidate is detail-oriented and possesses excellent written English communication skills. Experience in professional services is preferred, and this role offers long-term opportunity with room for growth.

Qualifications

• Experience in a law firm or professional services environment.
• Ability to work independently and follow processes.

Responsibilities

• Manage client intake and onboarding processes.
• Follow up on leads and required documents.
• Coordinate appointments and client communications.

Skills

Excellent written and verbal English communication skills

Attention to detail

Organization

Reliable and proactive

Tools

Google Workspace

Adobe Sign

CRM systems

Job description

Treantly is seeking an Intake Coordinator to enhance our professional services in the Philippines. This remote, part-time position (25-30 hours per week) focuses on managing client intake, follow-ups, onboarding, and administrative support to ensure an exceptional client experience.

The ideal candidate is detail-oriented and possesses excellent written English communication skills. Experience in professional services is preferred, and this role offers long-term opportunity with room for growth.