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
Project management tools: ClickUp, Monday.com (experience preferred)
SOP/documentation tools
Communication tools: email, Zoom, Slack

Client Onboarding, Process Manager

Key skills