Looking for a Technical Onboarding & Integration Specialist for a US-based Company!

Important Notice to Applicants:

Please note that we are only contacting and communicating with candidates through OnlineJobsPH. Any applications or direct contact made outside of these channels, including emails, social media messages, direct messages to our CEO, or messages sent to our general company email, will not be considered and will be automatically declined.

About the Company:

We are a private U.S.-based company operating across multiple departments that support legal, staffing, and client-service operations. Our teams collaborate in dynamic, fast-paced environments focused on innovation, integrity, and client success.

In this role, you’ll work closely with leadership and cross-functional teams, making a real impact in operational, legal, and client-focused projects—all from the comfort of your home. Details about our company structure and associated teams will be introduced during the interview process


We’re looking for a Technical Onboarding Specialist with strong communication skills and a solid foundation in automation and CRM integrations. This is not a “button-clicking” role — we need someone who truly understands how systems connect, how data flows, and how to build reliable workflows across different platforms.

If you're a systems thinker who enjoys solving technical problems and guiding non-technical users through integrations, this role is for you.
You’ll support the expansion of our Intake 360 service, which provides on-demand reception and intake for U.S.-based law firms. This role focuses on onboarding clients, gathering requirements, and building integrations that connect our systems with client CRMs.

You must be comfortable communicating through emails and video calls, as this role involves direct interaction with both staff and clients. Strong communication skills are non-negotiable.


About the Role
Technical Onboarding Specialist - Automation, VOIP & CRM Integrations
You will be responsible for onboarding new clients, gathering technical requirements, and implementing integrations between internal systems and client CRMs. This includes configuring VOIP/telephony systems, building automation workflows, setting up electronic signature pipelines, and ensuring accurate data transfer via APIs and webhooks.

This is a client-facing, mid-level technical role. You will work directly with U.S.-based law firms, translate business needs into technical workflows, and communicate confidently about technical concepts during client calls. You should be comfortable reading API documentation, navigating CRM platforms like Salesforce, and owning integrations end-to-end.

Core Responsibilities
Lead technical onboarding for new Intake 360 clients by setting up necessary information needed to have their accounts up and running
Gather, document, and translate client requirements into integration workflows
Build and maintain automation workflows using any workflow builder (not limited to specific tools)
Configure and support VOIP/telephony setups, including platforms like RingCentral (EX or CX), AirCall, or similar
Set up and manage electronic signature workflows using tools such as PandaDoc, HelloSign, Dropbox Sign, or DocuSign
Send and receive data between systems using APIs, webhooks, and automation tools
Read and interpret API documentation from client and internal systems to build reliable integrations
Navigate and work within Salesforce to support integration setup, data mapping, and troubleshooting
Work closely with Client Success Managers to align technical solutions with client needs
Communicate directly with U.S.-based clients to provide updates, support, and technical guidance during calls
Troubleshoot and optimize integrations for reliability, scalability, and clean data flow
Standardize integration patterns across multiple CRM systems
Create internal documentation, SOPs, and repeatable onboarding processes
Manage multiple onboarding and integration projects independently
Maintain consistent working hours aligned with U.S. Eastern Time (ET)

Core Qualifications (Must-Have)
Minimum 3 years of experience in automation and system integrations
Familiarity with VOIP systems and telephony terminology (SIP, IVR, call routing, DID, etc.)
Hands-on experience navigating Salesforce, including familiarity with Salesforce objects and terminology
Ability to read and work with API documentation, webhooks, and data payloads
Hands-on experience setting up electronic signature tools (PandaDoc, HelloSign, Dropbox Sign, or DocuSign)
Strong understanding of how automations work at the core level, not limited to any single tool
Proficiency with conditional logic and operators (AND, OR, IF/ELSE) in workflow design
Ability to design workflows that handle real-world business logic and edge cases
Strong high-level understanding of data structures and CRM systems (Salesforce, HubSpot, Lead Docket, etc.)
Ability to troubleshoot integration issues independently and logically
Excellent written and verbal communication skills in English
Comfortable working directly with non-technical clients and explaining technical concepts clearly on calls
High attention to detail (this is non-negotiable)
Strong organizational skills and ability to manage multiple projects simultaneously

Nice to Have
Experience working with law firms or legal intake systems
Prior experience in a remote, client-facing role with the U.S.-based teams
Experience building multi-step workflows with conditional