Client Onboarding Engineer

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: TYPE OF WORK

Full Time

: SALARY

$4.69 – $5.63/hr USD

: HOURS PER WEEK

40

: DATE UPDATED

Aug 12, 2026

JOB OVERVIEW

Department
Operations / Service Delivery

Reports To
Managing Director / General Manager

Employment Type
Full-Time

Location
Muntinlupa City, Philippines (Hybrid)

Position Summary
The Client Onboarding Engineer is responsible for leading the technical onboarding of every new
client acquired by BGSN PH. This role serves as the primary point of contact after a sale is closed,
ensuring a seamless transition from Sales to Operations. The Client Onboarding Engineer
configures ConnectWise, coordinates implementation activities, gathers technical requirements,
prepares documentation, and ensures every client is fully operational before being handed over
to the Service Desk.

Primary Responsibilities
Client Onboarding
? Serve as the primary technical point of contact during onboarding.
? Conduct onboarding kickoff meetings.
? Develop onboarding plans and timelines.
? Coordinate internal and client-side implementation activities.
? Provide regular onboarding status updates.

ConnectWise Administration
? Configure client records in ConnectWise PSA.
? Configure ticketing boards, workflows, SLAs, agreements and contacts.
? Coordinate RMM onboarding and monitoring deployment.
? Maintain onboarding templates and standards.
Technical Implementation
? Coordinate Microsoft 365 onboarding where applicable.
? Assist with endpoint management, antivirus, backup and monitoring deployment.
? Validate that all contracted services are configured correctly.
Documentation
? Collect client network and system information.
? Create and maintain accurate client documentation.
? Maintain onboarding checklists and asset inventories.
Quality Assurance
? Verify all onboarding tasks are completed.
? Perform quality reviews before operational handoff.
? Resolve onboarding issues before go-live.
Handoff to Operations
? Conduct formal handoff to the Service Desk.
? Brief support teams on client environment and special requirements.
? Ensure documentation is complete before handoff.
Continuous Improvement
? Recommend improvements to onboarding processes.
? Standardize documentation and implementation procedures.
? Work with Operations to improve onboarding efficiency.

Qualifications
? Bachelor's Degree in Information Technology, Computer Science, Engineering, or related
field.
? Minimum 3 years of MSP experience preferred.
? Hands-on experience with ConnectWise PSA required; ConnectWise RMM experience
preferred.
? Experience onboarding new managed services clients.

? Strong understanding of Microsoft 365, Windows environments, networking fundamentals,
and endpoint management.
? Excellent communication, organization, and project coordination skills.

Key Performance Indicators (KPIs)
? Average onboarding completion time
? Onboarding projects completed on schedule
? First 90-day client satisfaction
? Documentation completeness and accuracy
? Number of onboarding-related escalations
? Successful handoff rate to Service Desk
? Compliance with onboarding checklist

Authority Level
Authorized to manage all onboarding activities, communicate directly with clients during
implementation, coordinate internal resources, and configure approved systems within
company standards. Major scope changes, pricing decisions, or contractual modifications
require approval from the Managing Director.

Success Profile
A successful Client Onboarding Engineer delivers consistent, professional, and error-free
onboarding experiences. They build client confidence from day one, ensure ConnectWise is
configured correctly, maintain complete documentation, and enable Operations to support
clients efficiently.

SKILL REQUIREMENT

Project Management Microsoft 365 ConnectWise

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Client Onboarding Engineer

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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