Client Onboarding Lead
Catena
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇵🇭 Philippines
Visit company websiteJob Level
Senior
About the role
- Own the onboarding process for new clients from post-sale to active hiring.
- Lead kickoff calls to gather role requirements, clarify expectations, and align on hiring timelines.
- Create and maintain detailed role briefs that guide internal recruiters and sourcing teams.
- Extract and synthesize job descriptions, must-haves, and hiring goals.
- Provide recommendations to refine unclear or unrealistic role profiles.
- Ensure client inputs are consistent with Pearl’s high-caliber candidate standards.
- Serve as the go-to contact for onboarding-related questions and updates.
- Provide timely follow-ups and proactive updates to keep clients informed and confident.
- Coordinate internally with matching leads and recruiters to ensure role readiness.
- Collaborate with internal stakeholders to ensure proper handoff and role alignment.
- Identify bottlenecks or friction points in the onboarding journey and recommend improvements.
- Help build and refine onboarding templates, FAQs, and internal documentation.
Requirements
- Experience in client onboarding, recruiting coordination, customer success, or similar roles.
- Excellent verbal and written communication skills in English.
- Strong organizational skills and attention to detail in managing multiple accounts.
- Proficiency with tools like Google Workspace, Slack, Notion, or project management systems.
- A proactive mindset and ability to manage relationships across time zones.
- Nice-to-Have:
- Familiarity with the recruiting lifecycle and executive hiring.
- Experience working with US or EU-based startups or clients.
- Comfort navigating ambiguity in fast-paced, client-facing environments.
Benefits
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
- Generous PTO: Ample paid time off to rest and recharge
- Health Coverage: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Grow through guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Work and connect with professionals around the world
- Work-Life Balance: Flexible hours that support a healthy work-life balance
- Our Recruitment Process:
- Application
- Screening
- Skills Assessment
- Top-grading Interview
- Final Interview
- Job Offer
- Onboarding
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client onboardingrecruiting coordinationcustomer successrole briefsjob descriptionshiring goalsonboarding templatesinternal documentation
Soft skills
verbal communicationwritten communicationorganizational skillsattention to detailproactive mindsetrelationship managementability to navigate ambiguity