Remote Otter LogoRemoteOtter

Client Onboarding & Process Manager - Remote

Posted 4 days ago
Project Management
Full Time
Philippines

Overview

The Client Onboarding & Process Manager will lead the onboarding journey for clients, ensuring structured workflows and successful placements of virtual assistants.

In Short

  • Lead structured onboarding and discovery calls
  • Set clear expectations around scope and timelines
  • Translate client workflows into structured SOP documentation
  • Draft and refine detailed Job Descriptions
  • Coordinate with Placement Specialists during recruitment
  • Manage client alignment throughout onboarding
  • Train newly placed VAs on delegated workflows and documented processes
  • Ensure a smooth transition into ongoing operations

Requirements

  • Experience in client onboarding and process management
  • Strong communication and organizational skills
  • Ability to document workflows effectively
  • Experience in training and managing virtual assistants
  • Proficiency in drafting job descriptions

Benefits

  • Work with a diverse range of clients
  • Flexible working environment
  • Opportunity to shape onboarding processes
  • Collaborative team culture
Scale Virtually logo

Scale Virtually

Scale Virtually is a dynamic company specializing in project coordination and cost estimation within the construction and manufacturing sectors. The company focuses on delivering accurate and detailed cost estimates for various projects, ensuring that all aspects of project planning, execution, and close-out are meticulously managed. With a commitment to collaboration and continuous learning, Scale Virtually fosters a supportive environment for entry-level professionals to develop their skills in project management and estimation. The company values compliance with industry standards and strives to maintain organized documentation and effective communication throughout the project lifecycle.

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