Client Onboarding – Process Manager

Role Overview

• 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

• 3–6+ years in client onboarding, implementation, account management, or operations
• Experience managing client expectations in structured environments
• Experience building SOPs or documentation
• Strong written and verbal English communication skills
• Ability to balance structure with relationship management
• Comfortable working cross-functionally in a remote team
• Preferred / Nice-to-Have: Experience in BPO, SaaS operations, or startup environments
• Familiarity with Project Management tools such as Clickup, Monday.com
• Exposure to automation or process improvement initiatives

Benefits

• $1,380 – $1,730 monthly (Based on experience)
• Fully remote
• Paid onboarding and training
• Direct impact on client retention and fulfillment quality
• High visibility with leadership