Dev Partners

Automation and Onboarding Specialist

Dev Partners

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Build and optimize chatbot flows in ManyChat, connecting Instagram/Facebook to capture, qualify, and follow up with leads.
  • Integrate ManyChat with payment systems (e.g., Stripe, Wix, PayPal) to automate the purchase process.
  • Create automated hand-offs from chat to checkout, minimizing manual lead follow-up.
  • Set up automated “New Client” workflows in Klaviyo that trigger when a purchase is made (welcome series, onboarding instructions with progress tracker in Notion, assessments, and goal-setting emails).
  • Build and maintain personalized onboarding sequences linking to PRO COACH Notion forms for assessments, benchmarking, and intake questionnaires.
  • Automate reminders and follow-ups (e.g., unfinished assessments, progress updates) via Klaviyo.
  • Use Zapier, Make (Integromat), or other integration tools to ensure seamless data transfer among ManyChat, Klaviyo, payment processors, and Notion.
  • Consult the business owner first to discuss the most useful and cost-efficient tool.
  • Test all chatbot, email, and onboarding flows regularly (at least monthly) for accuracy and user experience.
  • Monitor, analyze, and report automation analytics (conversion, completion, drop-off rates) and suggest improvements.
  • Respond to client onboarding issues flagged by the automation (e.g., missed steps, technical difficulties).
  • Update automations as business offerings evolve.

Requirements

  • At least 2 years in a VA or Online Business Support role in Health and Fitness/Lifestyle (at least 1 year as tech-focused or in automation)
  • ManyChat (or similar) - Instagram/Facebook automations to capture, qualify, and follow up with leads.
  • Klaviyo (or similar) - triggered onboarding sequences, personalized reminders, event-based flows
  • PRO COACH Notion (or similar) - CRM & Onboarding, Client dB/templates/trackers/forms/status updates
  • Integration Tools (Zapier/Make/etc) - automations/error-handlings
  • Payment Integrations (Stripe, Wix, PayPal, etc.)
  • Quality Assurance & Technical Writing
Benefits
  • Above-market compensation
  • Long-term opportunity
  • Opportunity to shape user-facing experiences that reach thousands of users.
  • Collaborative, growth-oriented work culture
  • Signing Bonus of PHP 20,000 upon joining!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
ManyChatKlaviyoZapierMakepayment integrationautomationtechnical writingquality assuranceCRMdata analysis
Soft skills
communicationproblem-solvingclient onboardingconsultationanalytical thinkingattention to detailuser experience focusadaptabilityorganizational skillslead follow-up