Scale Virtually VA

Client Onboarding – Process Manager

Scale Virtually VA

contract

Posted on:

Location Type: Remote

Location: Philippines

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Lead client onboarding sessions: Run structured discovery and expectation-setting calls; clarify scope, timeline, and deliverables before recruitment begins.
  • Document workflows: Translate client operations into detailed SOPs that can be executed by VAs without follow-up questions. Step in when workflows are incomplete or ambiguous.
  • Draft and refine Job Descriptions: Ensure JDs reflect actual responsibilities, required skills, and workflows before recruitment begins.
  • Coordinate with Placement Specialists: Confirm role readiness and align on candidate profiles; flag gaps early.
  • Manage client alignment: Keep clients informed of next steps, follow-ups, and any blockers in real time.
  • Train newly placed VAs: Deliver hands-on guidance on documented workflows; verify competency before handoff to Operations.
  • Ensure smooth operational transition: Oversee placement handoff into Operations, addressing gaps that could disrupt delivery.

Requirements

  • Experience: 3–6+ years in client onboarding, implementation, account management, or operations.
  • Independence: Must make decisions without supervision and know when to escalate issues.
  • Communication: Strong written and verbal English; can translate complex workflows into clear instructions.
  • Relationship management: Can balance structured processes with client engagement and collaboration.
  • Problem-solving: Able to act on partial information and resolve ambiguity proactively.
  • Remote collaboration: Comfortable working cross-functionally in a fully remote team environment.
  • Tools
  • Project management tools: ClickUp, Monday.com (experience preferred)
  • SOP/documentation tools
  • Communication tools: email, Zoom, Slack
Benefits
  • PTO
  • HMO
  • Fully Remote Work
Applicant Tracking System Keywords

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

Hard Skills & Tools
client onboardingimplementationaccount managementoperationsworkflow documentationjob description draftingtrainingproblem-solvingdecision-making
Soft Skills
communicationrelationship managementindependencecollaborationproactive