MSP Client Onboarding & Growth Coordinator

River Valley Technology is a managed IT services provider looking for a remote Client Onboarding & Growth Coordinator based in the Philippines.

This role is ideal for someone who has strong English communication skills, a serious interest in technology, and the ability to stay organized while gathering detailed information from new and prospective business clients. Prior MSP experience is helpful but not required. A strong technical curiosity, good documentation habits, and the ability to learn quickly are more important.

Role Overview

The Client Onboarding & Growth Coordinator will help River Valley Technology collect, organize, and verify the information needed to onboard new managed IT clients smoothly. This includes gathering details about email systems, phone systems, computers, users, network equipment, cybersecurity tools, software vendors, domains, websites, and existing IT providers.

The role will also assist with client acquisition activities such as researching businesses, preparing outreach lists, following up with prospects, scheduling discovery calls, and maintaining accurate records in company systems.

This is not a deep technical engineering role, but the right person should be comfortable learning IT concepts and asking detailed questions.

Key Responsibilities
Client Onboarding and Technical Discovery

Collect and organize onboarding information from new clients, including users, devices, email systems, phone systems, software platforms, domains, network equipment, cybersecurity tools, and vendor contacts.

Assist in preparing onboarding checklists and transition documents for email, Microsoft 365 or Google Workspace, VoIP phones, endpoint management, antivirus/EDR, backup systems, remote access, and network infrastructure.

Coordinate with clients to request needed information, documents, access details, vendor contacts, billing records, and system inventories.

Help identify missing or incomplete onboarding information and follow up until all required details are collected.

Document client environments clearly so technical staff can act without having to re-ask basic questions.

Maintain organized client records, contact lists, asset lists, license details, and onboarding notes.

Assist with scheduling onboarding meetings, technical discovery calls, vendor handoff calls, and internal review meetings.

Client Acquisition Support

Research prospective business clients and gather useful company information such as location, industry, size, contact details, website, technology clues, and possible IT needs.

Build and maintain prospect lists for outreach.

Assist with email, LinkedIn, or phone-based outreach under direction.

Track prospect communication, follow-up dates, notes, and next steps.

Help prepare simple discovery notes before sales calls.

Schedule introductory meetings with qualified prospects.

Support basic proposal preparation by organizing client information and requirements.

Administrative and Process Support

Keep onboarding trackers, CRM records, task lists, and documentation systems updated.

Create repeatable checklists, templates, and process documents as the role develops.

Communicate clearly with clients, vendors, and internal tea ---------- mbers.

Escalate problems quickly when access, information, or communication is delayed.

Protect client confidentiality and handle sensitive information carefully.

Ideal Candidate

Strong written and spoken English.

High attention to detail.

Strong interest in IT, cybersecurity, business technology, or managed services.

Comfortable asking clients detailed questions and following up professionally.

Able to learn technical concepts quickly.

Organized and reliable with task tracking and documentation.

Comfortable using tools such as Microsoft 365, Google Workspace, spreadsheets, CRM systems, ticketing systems, and documentation platforms.

Able to work independently in a remote environment.

Prior experience in IT support, technical customer service, B2B sales support, client onboarding, virtual assistance, or operations coordination is helpful.

Technical Areas You Will Learn

Microsoft 365 and Google Workspace administration concepts.

Business email migrations and domain/DNS basics.

VoIP phone system transitions.

Endpoint management and remote monitoring tools.

Cybersecurity tools such as antivirus, EDR, MFA, password management, and backup systems.

Network equipment basics including firewalls, switches, routers, Wi-Fi, and internet circuits.

MSP onboarding processes and client documentation standards.

Requirements

Reliable internet connection.

Quiet work environment for calls.

Strong written communication skills.

Ability to work during agreed business hours with overlap with U.S. Eastern Time.

Ability to maintain confidentiality with client systems, contacts, and business information.

Willingness to learn technical material and follow structured processes.

Compensation

$1,000 USD per month.

Remote role based in the Philippines.

Opportunities for growth as skills develop.

How to Apply

Please submit your resume and a short message explaining:

Your experience with technology, IT support, client onboarding, sales support, or operations.
Why you are interested in working with an MSP.
An example of a time you had to collect and organize detailed information or your biggest success story onboarding a client.
Your availability for U.S. Eastern Time overlap.