Client Onboarding Specialist (Remote | Full-Time)

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

: TYPE OF WORK

Full Time

: SALARY

$5.00-$9.00

: HOURS PER WEEK

40

: DATE UPDATED

Apr 10, 2026

JOB OVERVIEW

We’re a fast-growing company working with business owners across the U.S., helping them access funding and scale their operations. We’re looking for a sharp, detail-oriented Client Onboarding Specialist to own the onboarding experience and make sure every client starts strong.

This role is critical. You’ll be the bridge between the sale and delivery—making sure clients are organized, prepared, and fully set up for success.

What You’ll Be Doing

You’ll take full ownership of onboarding new clients from the ---------- nt they sign up.

Collect and organize required client documents (IDs, financials, credit reports, etc.)
Follow up with clients to ensure nothing is missing or delayed
Walk clients through our systems, tools, and onboarding process
Help clients get fully set up (accounts, portals, credit monitoring, etc.)
Prepare clients for their next calls (what to expect, what they need ready, how to show up)
Communicate directly with clients via Zoom, phone, and email
Coordinate internally with sales and operations teams
Track onboarding progress and keep everything updated in our CRM
Identify delays or issues early and proactively solve them
Ensure a smooth, professional, and high-quality client experience
What We’re Looking For

This is not an entry-level, passive role. We need someone proactive, confident, and organized.

Strong spoken and written English (non-negotiable)
Comfortable speaking directly with U.S.-based clients
Highly organized with strong attention to detail
Proactive—doesn’t wait to be told what to do
Able to manage multiple clients at once without dropping the ball
Tech-savvy (CRM systems, Google Drive, Zoom, etc.)
Reliable internet and quiet work environment
Positive attitude and strong communication skills
Bonus Points If You Have
Experience in onboarding, customer success, or account management
Experience working with U.S. clients
Familiarity with credit, lending, or financial services
Experience using tools like GoHighLevel, HubSpot, or similar CRMs
What Success Looks Like in This Role
Clients complete onboarding quickly and smoothly
Very little back-and-forth chasing for documents
Clients show up prepared and confident for their next calls
Internal team has everything they need to move fast
Compensation & Growth
Competitive pay (based on experience)
Opportunity to grow into senior operations or client success roles
Long-term role with a fast-scaling company
How to Apply

Please include:

A short introduction about yourself
Your experience with client onboarding or customer-facing roles
A 1–2 minute voice recording explaining why you’d be a great fit (English fluency check)
Internet speed test

SKILL REQUIREMENT

Admin Data Processing English Speaking Communication

SHARE THIS POST

Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

Loading Time: Base Classes	0.0010
Controller Execution Time ( Jobseekers / Job )	0.0670
Total Execution Time	0.0708

GET DATA

No GET data exists

MEMORY USAGE

1,493,448 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/job/Client-Onboarding-Specialist-Remote-Full-Time-1608413

CLASS/METHOD

jobseekers/job

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 13 (0.0555 seconds) (Hide)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0029	SELECT * FROM `employer_jobs` WHERE `job_id` = 1608413 LIMIT 1
0.0010	SELECT * FROM `employers` WHERE `employer_id` = 823290 LIMIT 1
0.0054	SELECT COUNT(*) AS `numrows` FROM `t_thread` `t` LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id` WHERE `t`.`job_id` = 1608413 AND `misc`.`id` IS NULL
0.0009	SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-04-15',ej.date_added) duration_days, DATEDIFF('2026-04-15',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND ((e.user_level >= '500' AND ej.date_added <= e.rebill_date) OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-04-15',ej.date_added) <= 14 )) AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1608413'
0.0011	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1608413
0.0012	`UPDATE employer_jobs SET hit_counts = '*Mar-23-2026=947Mar-24-2026=105Mar-25-2026=83Mar-26-2026=29Mar-27-2026=24Mar-28-2026=5Mar-29-2026=10Mar-30-2026=20Mar-31-2026=15Apr-01-2026=3Apr-02-2026=3Apr-03-2026=5Apr-04-2026=5Apr-05-2026=14Apr-06-2026=5Apr-07-2026=17Apr-08-2026=3Apr-09-2026=4Apr-10-2026=667Apr-11-2026=37**Apr-15-2026=1' WHERE job_id= '1608413'`
0.0014	`UPDATE employer_jobs SET monthly_hits = '*Mar-2026=1235*Apr-2026=762' WHERE job_id= '1608413'`
0.0013	`SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1608413' AND status LIKE 'sent%' ORDER BY id DESC`
0.0039	SELECT * FROM `employer_jobs_skills` `ejs` LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id` WHERE `job_id` = 1608413
0.0291	SELECT COUNT(*) AS `numrows` FROM `employer_jobs` WHERE `employer_id` = '823290' AND `date_added` >= '2022-06-08'
0.0012	`select * from teasers`
0.0056	`SELECT * FROM skill_categories WHERE skill_cat_id=''`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1776255613
last_page	https://v1.stage.onlinejobs.ph/jobseekers/job/Client-Onboarding-Specialist-Remote-Full-Time-1608413
csrf-token	60faa5fd9d7deaec717e39445fe7c7dc

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.stage.app.onlinejobs.ph
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.136
HTTP_DNT

Client Onboarding Specialist (Remote | Full-Time)

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

Why is this blurred?