Swift Self-Service Onboarding Specialist

The Invisible Agency; Philippines; On-site; PHP 413,000 - 468,000; Full time

Job summary

The Invisible Agency in the Philippines seeks a Self Service Implementation Specialist for a freelance project. You will assist on onboarding, respond quickly to client inquiries, and guide users through onboarding steps. Strong communication and ability to handle high-volume requests are essential.

Responsibilities include clarifying requirements, providing timelines, and escalating blockers while keeping clients informed of progress and available resources.

Qualifications

• Experience in client support, project coordination, or cross-functional roles.
• Ability to deliver prompt, reliable service in a high-volume environment.
• Strong communication skills for time-sensitive guidance.
• Experience using Jira, Salesforce, and Google Workspace and following standardized processes.
• Willingness to learn retirement plan fundamentals and onboarding workflows.

Responsibilities

• Assist Self Service Plan Sponsors during onboarding with timely responses.
• Provide accurate guidance and unblock progress in onboarding paths.
• Clarify requirements and communicate timelines and next steps.
• Monitor multiple onboarding efforts, escalate blockers when needed.
• Communicate onboarding expectations to clients and internal teams.

Skills

Client support

Project coordination

Cross-functional

Communication

Learning quickly

Detail-oriented

Tools

Jira

Salesforce

Google Workspace

Job description

The Invisible Agency in the Philippines seeks a Self Service Implementation Specialist for a freelance project. You will assist on onboarding, respond quickly to client inquiries, and guide users through onboarding steps. Strong communication and ability to handle high-volume requests are essential.

Responsibilities include clarifying requirements, providing timelines, and escalating blockers while keeping clients informed of progress and available resources.