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.

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

Client Onboarding – Process Manager

Key skills