5,555 Customer Onboarding jobs in the Philippines

Customer Onboarding

₱540000 - ₱660000 Y Wing Assistant

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Job Description

Customer Onboarding & Support Associate

About Us:

We are a fast-growing AI company building next-generation solutions for businesses worldwide. As an early team member, you'll have the opportunity to wear multiple hats, work directly with leadership, and help shape how our customers experience our products.

Salary:
PHP 45,000 to PHP 55,000/mo

Schedule:
8am to 5pm Pacific Time (Night Shift Philippine Standard Time)

What You'll Do:

Customer Onboarding & Success

  • Guide new customers through setup, onboarding, and best practices.
  • Hop on video calls, phone calls, and live chats to ensure smooth adoption.
  • Proactively follow up with clients to ensure satisfaction and retention.

Sales & Growth Support

  • Join virtual demo calls and assist in closing deals.
  • Manage the sales pipeline using our CRM and ensure all deals and associated data are properly handled
  • Be the primary point if contact for company looking to get started
  • Handle inbound/outbound calls and emails with professionalism and energy.
  • Identify upsell and cross-sell opportunities through client interactions.

Customer Support

  • Reply to customer tickets, emails, and calls quickly and clearly.
  • Create and maintain help center articles, FAQs, and documentation in HubSpot Support.
  • Troubleshoot customer issues and coordinate with internal teams for resolution.

Content & Creative

  • Create simple graphics, support content, or walkthrough videos using tools like Canva or Loom.
  • Develop resources (playbooks, guides, training material) that make the customer experience smoother.

Ad Hoc & Team Support

  • Support the leadership team with ad hoc projects and operational tasks.
  • Jump in wherever needed in a fast-paced startup environment.

Who You Are

  • Detail-oriented, organized, and relentless about follow-through.
  • Hungry, hardworking, and eager to grow in a high-intensity startup environment.
  • Deep interest in AI, SaaS, and emerging technologies.
  • Comfortable speaking with clients on the phone, video calls, and in person.
  • Excellent written and spoken English; confident, clear communicator.
  • Tech-savvy and a fast learner with tools like Google Workspace, HubSpot, Slack, and task/project management software.
  • Bonus: experience with prompt engineering, AI tools (e.g. ChatGPT, Claude, MidJourney, etc.), or SaaS support/onboarding.

Requirements

  • Bachelor's degree (any discipline).
  • 1–3 years of relevant experience in SaaS, customer success, support, or sales. Exceptional fresh grads will be considered.
  • Based in Manila, with willingness to work flexible hours to match international clients.
  • What We Offer
  • Competitive compensation (base salary + performance incentives).
  • Opportunity to be an early employee in a fast-growing AI company.
  • Steep learning curve in AI, SaaS, and startup operations.
  • Dynamic, supportive team culture with direct mentorship from founders.
  • Career growth opportunities in Customer Success, Sales, and AI Product.
This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Manager

₱900000 - ₱1200000 Y SafetyCulture Philippines

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Job Description

SafetyCulture is an Australian-based, international tech scale-up. We create SaaS solutions that empower front line workers to drive operational excellence and take ownership of their safety and wellbeing.

The SC app was launched in 2012 to solve a global problem. Reduce workplace injuries and help frontline workers get home safely to their families. Fast forward 7 years, and we have hundreds of thousands of workers in over 150 countries using our platform, conducting millions of inspections every month. We're excited to have a largely untapped global market and ambitious goals to reach 100 million workers. We're looking for talented and mission-driven people to drive that growth.

Location

We are located on the 27th Floor SM Aura Office Tower, 26th Street corner McKinley Parkway, Bonifacio Global City, Taguig City. Situated in the heart of the premier business district of Manila, a variety of malls, restaurants, cafes, and fast food joints are easily accessible and within walking distance from our office.

Check out our Facebook and Instagram pages to get a glimpse of the SafetyCulture life

The Company

SafetyCulture is a customer and product-driven company with an ambitious mission: empower front line workers to drive operational excellence and take ownership of their safety and wellbeing. The company started in Townsville, our HQ is in Sydney, and we have offices in Kansas City, Manchester, Amsterdam and Manila.

Our first product, the SC app, is a mobile platform that helps teams around the world carry out inspections and spot issues quickly and easily. The knock-on effects are huge: by surfacing exactly what matters, people in teams can act to improve their business, raising their game, again and again. From boutique hotels to space exploration companies, millions are discovering the positive impact this app can have on their teams and performance every day. Today there are more than 25,000 companies that pay for our products, carrying out millions of inspections per month.

This is an exciting time in SafetyCulture's history. We now have roughly 400 mission-obsessed people driving outcomes for our customers. We have a strong senior leadership team with experience taking start-ups through the critical scale-up phase. We've raised more than $150 million in funding, which will be used to evolve the product into an alerts platform for distributed teams, and expansion into insurance, sensors and IoT, and telematics for fleets. The goal is to have 100 million people using our products every day.

At SafetyCulture, we respect and appreciate what makes each of our team members different in terms of gender, age, ethnicity, religion, disability or sexual orientation. We unite to support one another as allies and we take deliberate steps to ensure that our people feel like they belong and can thrive at work each day.

This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Specialist

₱40000 - ₱60000 Y SiteMinder

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Job Description

At SiteMinder we believe the individual contributions of our employees are what drive our success. That's why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of doing so. It's in our differences that we will keep revolutionising the way for our customers. We are better together

What We Do…
We're people who love technology but know that hoteliers just want things to be simple. So since 2006 we've been constantly innovating our world-leading hotel commerce platform to help accommodation owners find and book more guests online - quickly and simply.

We've helped everyone from boutique hotels to big chains, enabling travellers to book igloos, cabins, castles, holiday parks, campsites, pubs, resorts, Airbnbs, and everything in between.

And today, we're the world's leading open hotel commerce platform, supporting 47,000 hotels in 150 countries - with over 125 million reservations processed by SiteMinder's technology every year.

About The Customer Onboarding Specialist Role.
The Onboarding Specialist is responsible for ensuring SiteMinder's product is correctly implemented and that customers understand how to use it to gain maximum value—leading to high levels of customer satisfaction.

What You'll Do.

  • Manage daily caseloads to ensure customers progress through the onboarding lifecycle toward becoming paying customers.
  • Take ownership of customer issues, identifying and resolving concerns early to ensure mutually satisfactory outcomes for both the customer and SiteMinder.
  • Set and manage customer expectations from the outset, delivering against customer goals, individual KPIs, and team SLAs.
  • Contribute actively to team success by supporting the achievement of collective goals, objectives, and SLAs.

What You Have.

  • Professional level of Spanish
  • This role will work EMEA hours (Spain)
  • Qualify customer requirements in a courteous and effective manner and identify the appropriate setup needs.
  • Prepare customers for the core product technical implementation performed by Customer Configuration Analysts.
  • Deliver high-quality customer training via phone, video calls (e.g. Skype), face-to-face communication, and other relevant channels as needed.
  • Clearly communicate SiteMinder's support procedures to customers to support ongoing satisfaction with SiteMinder's service.
  • Manage multiple tasks effectively, prioritize time efficiently, and work well under pressure.
  • Operate confidently in a service level agreement (SLA) and key performance indicator (KPI)-driven environment.
  • Can thrive in a fast-paced, agile, and dynamic setting.

Our Perks & Benefits…

  • Equity packages for you to be a part of the SiteMinder journey
  • Hybrid working model (in-office & from home)
  • Mental health and well-being initiatives
  • Generous parental (including secondary) leave policy
  • Paid birthday, study and volunteering leave every year
  • Sponsored social clubs, team events, and celebrations
  • Employee Resource Groups (ERG) to help you connect and get involved
  • Investment in your personal growth offering training for your advancement

Does this job sound like you? If yes, we'd love for you to be part of our team Please send a copy of your resume and our Talent Acquisition team will be in touch.

When you apply, please tell us the pronouns you use and any adjustments you may need during the interview process. We encourage people from underrepresented groups to apply.

This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Executive

Makati City, National Capital Region ₱450000 - ₱600000 Y Locad

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Job Description

What you'll focus on

  • Onboard multiple clients simultaneously ensuring a smooth and seamless transition to LOCAD.
  • Collaborate with internal and external teams to implement client products and systems.
  • Conduct video call training sessions on our systems and processes with our clients.
  • Focus on the continuous improvement of onboarding content, guidelines and operational process to further optimise how we operate.
  • Identify gaps or opportunities to improve the client onboarding process.
  • Provide regular updates and reporting on status of assigned clients in the onboarding pipeline and projected completions.
  • Support the onboarding team with any other ad-hoc tasks as required

What you bring

  • Ability to demonstrate high performance with minimal supervision
  • Strong verbal and written communication skills
  • Passion and enthusiasm for developing and building successful relationships with the client and other stakeholders
  • Strong attention to detail and prioritization skills in order to manage multiple tasks and onboarding multiple clients at the same time
  • Empathy and Patience

What you'll get

  • Annual performance bonus.
  • 25 days PTO
  • HMO
  • MacBook
  • Annual learning and development budget.

Job Type: Full-time

Pay: Php30, Php50,000.00 per month

Benefits:

  • Company events
  • Flexible schedule
  • Flextime
  • Health insurance
  • Opportunities for promotion
  • Pay raise
This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Manager

₱1200000 - ₱2400000 Y SAFETYCULTURE

Posted today

Job Viewed

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Job Description

Customer Onboarding Manager

Manila

Success – Customer Success /

Full-time Permanent /

Hybrid

Apply for this job

SafetyCulture is an Australian-based, international tech scale-up. We create SaaS solutions that empower front line workers to drive operational excellence and take ownership of their safety and wellbeing.

The SC app was launched in 2012 to solve a global problem. Reduce workplace injuries and help frontline workers get home safely to their families. Fast forward 7 years, and we have hundreds of thousands of workers in over 150 countries using our platform, conducting millions of inspections every month. We're excited to have a largely untapped global market and ambitious goals to reach 100 million workers. We're looking for talented and mission-driven people to drive that growth.

Who you are
    • As a Customer Onboarding Manager - you are the most important touchpoint for customers who have just started to use our services to drive safety and quality outcomes.
  • You have a passion to take our customers from beginners to champions You live and breathe customer solutions and you never give up until the problem is solved.
  • You're a product advocate who is passionate about putting safety and quality in the hands of every worker.
How you can make an impact
    • The Customer Onboarding Manager, will work closely with the Sales and Success team to get new customers set up for long-term success.
  • By working proactively you ensure our new managed customers are successful in using our services.
  • Through your expertise of SafetyCulture solutions, you can make a huge positive impact on customers, supporting them to address their business challenges.
  • Gain and utilise account intelligence to drive best practices in solution design and deployment to help customers maximize the value of our software solutions
What you'll be doing
    • Partnering with both the customer and our sales teams to drive the completion of mutually successful customer goals.
  • Delivering world class service to manage the end-to-end user experience through the customer onboarding.
  • Coordinating impactful activities that produce a positive and integrated customer experience that promotes adoption and optimal business outcomes.
  • Working with customers on a one-to-one basis, teaching them how to get the most of our solutions ensures the best possible return on investment.
What you'll need
    • Strong relationship and stakeholder management skills.
  • Ability to actively listen, understand customer pain points and take action.
  • Ability to prioritise proactive reach out to customers and create playbooks and processes to drive success.
  • A strong love for teaching, coaching and delivering change through technology in a target driven environment.
  • Experience gained in a role with a focus on customer satisfaction and retention
Nice to have
    • A background in leveraging data through a variety of tools to inform and execute strategies that encourage product adoption.
  • Persuasion and presentation skills, with the ability to communicate up and down an organisation underpinned by outstanding verbal and written communication skills
  • Experience using Salesforce or similar CRM

Location

We are located on the 27th Floor SM Aura Office Tower, 26th Street corner McKinley Parkway, Bonifacio Global City, Taguig City. Situated in the heart of the premier business district of Manila, a variety of malls, restaurants, cafes, and fast food joints are easily accessible and within walking distance from our office.

Check out our Facebook and Instagram pages to get a glimpse of the SafetyCulture life

The Company

SafetyCulture is a customer and product-driven company with an ambitious mission: empower front line workers to drive operational excellence and take ownership of their safety and wellbeing. The company started in Townsville, our HQ is in Sydney, and we have offices in Kansas City, Manchester, Amsterdam and Manila.

Our first product, the SC app, is a mobile platform that helps teams around the world carry out inspections and spot issues quickly and easily. The knock-on effects are huge: by surfacing exactly what matters, people in teams can act to improve their business, raising their game, again and again. From boutique hotels to space exploration companies, millions are discovering the positive impact this app can have on their teams and performance every day. Today there are more than 25,000 companies that pay for our products, carrying out millions of inspections per month.

This is an exciting time in SafetyCulture's history. We now have roughly 400 mission-obsessed people driving outcomes for our customers. We have a strong senior leadership team with experience taking start-ups through the critical scale-up phase. We've raised more than $150 million in funding, which will be used to evolve the product into an alerts platform for distributed teams, and expansion into insurance, sensors and IoT, and telematics for fleets. The goal is to have 100 million people using our products every day.

At SafetyCulture, we respect and appreciate what makes each of our team members different in terms of gender, age, ethnicity, religion, disability or sexual orientation. We unite to support one another as allies and we take deliberate steps to ensure that our people feel like they belong and can thrive at work each day.

Apply for this job

This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Coordinator

Mandaluyong, National Capital Region ₱104000 - ₱130878 Y SmartChannel Pty. Ltd.

Posted today

Job Viewed

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Job Description

Position: Customer Onboarding Coordinator

Schedule: Day Shift

Work Set-up: Onsite (Mandaluyong)

Employment Type: Full-time

The Customer Onboarding Coordinator plays a critical role in bridging the gap between our Sales and Operations teams. Your primary responsibility is to take ownership of a new customer account once a sale is closed, ensuring every detail is validated and every job is 100% ready for a smooth, efficient installation. You will be the point of contact for the customer during the post-sale readiness phase, ensuring a seamless and positive experience.

Duties and Responsibilities

Deal Validation & Handoff:

  • Review all "closed-won" deals handed over from the Sales team.
  • Verify the accuracy and completeness of signed contracts, pricing, and required customer documentation.
  • Ensure all necessary information (e.g., photos of the site, switchboard, meter box) has been provided to the required standard.

Customer Communication & Information Gathering:

  • Serve as the primary point of contact for customers during the onboarding phase.
  • Proactively communicate with customers to request missing information or clarify details.
  • Maintain a clear and professional line of communication to keep the customer informed and engaged.

Site & Technical Feasibility Assessment:

  • Assess the provided information to determine the technical feasibility of the installation.
  • Identify potential site-specific issues or compliance requirements that may affect the job.
  • Work with our technical and advisory teams to confirm system design and placement.

Variation & Re-contracting Management:

  • Identify any variations from the original quote (e.g., additional batteries, switchboard upgrades, difficult access) and determine the updated cost.
  • Present variations and updated quotes to the customer and secure their approval.
  • Execute any necessary re-contracting and update the deal in the CRM.

Job Readiness & Handoff:

  • Finalize all job details, ensuring all documentation is complete and accurate.
  • Mark the job as "Install Ready" in the CRM, officially handing it off to the Scheduling and Installer Coordination teams.

Upsell Identification:

  • Leverage your technical assessment to identify potential upsell opportunities (e.g., an extra battery, surge protection) and present them to the customer during the onboarding process.

Qualification

  • Experience: Proven experience in a technical support, project coordination, or administrative role, preferably within the solar or energy sector.
  • Technical Knowledge: A strong understanding of solar and battery installation components, compliance requirements, and electrical systems is highly desirable.
  • Customer Focus: Excellent communication skills with the ability to manage customer expectations and resolve issues professionally.
  • Attention to Detail: Meticulous in reviewing contracts, data, and documentation to ensure accuracy and prevent errors.
  • Problem-Solving: Proactive and solutions-oriented, with the ability to identify potential issues and propose effective solutions.
  • Organizational Skills: Capable of managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines.
  • Systems Proficiency: Experience with CRM systems (e.g., HubSpot) and project management tools is essential.
This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Specialist

₱40000 - ₱80000 Y SiteMinder Philippines, Inc.

Posted today

Job Viewed

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Job Description

At SiteMinder we believe the individual contributions of our employees are what drive our success. That's why we hire and encourage diverse teams that include and respect a variety of voices, identities, backgrounds, experiences and perspectives. Our diverse and inclusive culture enables our employees to bring their unique selves to work and be proud of doing so. It's in our differences that we will keep revolutionising the way for our customers. We are better together

What We Do…

We're people who love technology but know that hoteliers just want things to be simple. So since 2006 we've been constantly innovating our world-leading hotel commerce platform to help accommodation owners find and book more guests online - quickly and simply.

We've helped everyone from boutique hotels to big chains, enabling travellers to book igloos, cabins, castles, holiday parks, campsites, pubs, resorts, Airbnbs, and everything in between.

And today, we're the world's leading open hotel commerce platform, supporting 44,500 hotels in 150 countries - with over 100 million reservations processed by SiteMinder's technology every year.

Hybrid Role: Candidates must be able to commute twice per week to our offices in Manila.

This role will cover Spain so will work Europe hours

As our Customer Onboarding Specialist, you provide software training to our hotel customers across EMEA by screenshare, chat, and phone. You'll use an engaging and informative style to ensure our customers understand how to use the products and benefit from all its features.

We provide you with product and internal software training and pair you with a seasoned buddy to perform mock training before we have you training our customers.

All we ask of you is amazing, go-getting attitude and your passion for providing and striving for a positive customer experience (this we can't train).

What you'll do.

  • Manage daily caseloads to ensure customers progress through the onboarding lifecycle toward becoming paying customers.
  • Take ownership of customer issues, identifying and resolving concerns early to ensure mutually satisfactory outcomes for both the customer and SiteMinder.
  • Set and manage customer expectations from the outset, delivering against customer goals, individual KPIs, and team SLAs.
  • Contribute actively to team success by supporting the achievement of collective goals, objectives, and SLAs.

What you have.

  • Professional level of Spanish
  • This role will work EMEA hours (Spain)
  • Qualify customer requirements in a courteous and effective manner and identify the appropriate setup needs.
  • Prepare customers for the core product technical implementation performed by Customer Configuration Analysts.
  • Deliver high-quality customer training via phone, video calls (e.g. Skype), face-to-face communication, and other relevant channels as needed.
  • Clearly communicate SiteMinder's support procedures to customers to support ongoing satisfaction with SiteMinder's service.
  • Manage multiple tasks effectively, prioritize time efficiently, and work well under pressure.
  • Operate confidently in a service level agreement (SLA) and key performance indicator (KPI)-driven environment.
  • Can thrive in a fast-paced, agile, and dynamic setting.

Our Perks & Benefits…

  • Equity packages for you to be a part of the SiteMinder journey

  • Hybrid working model (in-office & from home)

  • Mental health and well-being initiatives

  • Generous parental (including secondary) leave policy

  • Paid birthday, study and volunteering leave every year

  • Sponsored social clubs, team events, and celebrations

  • Employee Resource Groups (ERG) to help you connect and get involved

  • Investment in your personal growth offering training for your advancement

Does this job sound like you? If yes, we'd love for you to be part of our team Please send a copy of your resume and our Talent Acquisition team will be in touch.

When you apply, please tell us the pronouns you use and any adjustments you may need during the interview process. We encourage people from underrepresented groups to apply.

This advertiser has chosen not to accept applicants from your region.
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Customer Onboarding Manager

₱40000 - ₱80000 Y SafetyCulture

Posted today

Job Viewed

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Job Description

SafetyCulture is an Australian-based, international tech scale-up. We create SaaS solutions that empower front line workers to drive operational excellence and take ownership of their safety and wellbeing.

The SC app was launched in 2012 to solve a global problem. Reduce workplace injuries and help frontline workers get home safely to their families. Fast forward 7 years, and we have hundreds of thousands of workers in over 150 countries using our platform, conducting millions of inspections every month. We're excited to have a largely untapped global market and ambitious goals to reach 100 million workers. We're looking for talented and mission-driven people to drive that growth.

Who You Are

  • As a Customer Onboarding Manager - you are the most important touchpoint for customers who have just started to use our services to drive safety and quality outcomes.
  • You have a passion to take our customers from beginners to champions You live and breathe customer solutions and you never give up until the problem is solved.
  • You're a product advocate who is passionate about putting safety and quality in the hands of every worker.

How You Can Make An Impact

  • The Customer Onboarding Manager, will work closely with the Sales and Success team to get new customers set up for long-term success.
  • By working proactively you ensure our new managed customers are successful in using our services.
  • Through your expertise of SafetyCulture solutions, you can make a huge positive impact on customers, supporting them to address their business challenges.
  • Gain and utilise account intelligence to drive best practices in solution design and deployment to help customers maximize the value of our software solutions

What You'll Be Doing

  • Partnering with both the customer and our sales teams to drive the completion of mutually successful customer goals.
  • Delivering world class service to manage the end-to-end user experience through the customer onboarding.
  • Coordinating impactful activities that produce a positive and integrated customer experience that promotes adoption and optimal business outcomes.
  • Working with customers on a one-to-one basis, teaching them how to get the most of our solutions ensures the best possible return on investment.

What You'll Need

  • Strong relationship and stakeholder management skills.
  • Ability to actively listen, understand customer pain points and take action.
  • Ability to prioritise proactive reach out to customers and create playbooks and processes to drive success.
  • A strong love for teaching, coaching and delivering change through technology in a target driven environment.
  • Experience gained in a role with a focus on customer satisfaction and retention

Nice to have

  • A background in leveraging data through a variety of tools to inform and execute strategies that encourage product adoption.
  • Persuasion and presentation skills, with the ability to communicate up and down an organisation underpinned by outstanding verbal and written communication skills
  • Experience using Salesforce or similar CRM

Location

We are located on the 27th Floor SM Aura Office Tower, 26th Street corner McKinley Parkway, Bonifacio Global City, Taguig City . Situated in the heart of the premier business district of Manila, a variety of malls, restaurants, cafes, and fast food joints are easily accessible and within walking distance from our office .

Check out our Facebook and Instagram pages to get a glimpse of the SafetyCulture life

The Company

SafetyCulture is a customer and product-driven company with an ambitious mission: empower front line workers to drive operational excellence and take ownership of their safety and wellbeing. The company started in Townsville, our HQ is in Sydney, and we have offices in Kansas City, Manchester, Amsterdam and Manila.

Our first product, the SC app, is a mobile platform that helps teams around the world carry out inspections and spot issues quickly and easily. The knock-on effects are huge: by surfacing exactly what matters, people in teams can act to improve their business, raising their game, again and again. From boutique hotels to space exploration companies, millions are discovering the positive impact this app can have on their teams and performance every day. Today there are more than 25,000 companies that pay for our products, carrying out millions of inspections per month.

This is an exciting time in SafetyCulture's history. We now have roughly 400 mission-obsessed people driving outcomes for our customers. We have a strong senior leadership team with experience taking start-ups through the critical scale-up phase. We've raised more than $150 million in funding, which will be used to evolve the product into an alerts platform for distributed teams, and expansion into insurance, sensors and IoT, and telematics for fleets. The goal is to have 100 million people using our products every day.

At SafetyCulture, we respect and appreciate what makes each of our team members different in terms of gender, age, ethnicity, religion, disability or sexual orientation. We unite to support one another as allies and we take deliberate steps to ensure that our people feel like they belong and can thrive at work each day.

You can find out more about life at SafetyCulture via Youtube , Twitter , Instagram and LinkedIn .

This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Specialist

Taguig, National Capital Region ₱144000 - ₱600000 Y Virtua Solutions Outsourcing

Posted today

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Job Description

About the Role

Are you organized, detail-oriented, and passionate about delivering great customer experiences? Join our Finance and Operations team as a Customer Onboarding Specialist In this role, you'll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You'll Do
  • Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
  • Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
  • Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
  • Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
  • Send onboarding emails with key setup instructions, payment processing steps, and contact information.
  • Follow up on multi-year renewal POs and address any missing or incomplete documentation.
  • Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
  • Contribute to process improvement initiatives to enhance the onboarding experience.
What We're Looking For
  • 2+ years of experience in a customer-facing and operational onboarding role.
  • Strong attention to detail with excellent organizational and problem-solving skills.
  • Experience working with POs, documentation management, and vendor/customer portals.
  • Experience using Salesforce; NetSuite experience is a plus.
  • Excellent communication skills, both written and verbal.
  • Ability to thrive in a fast-paced environment.

If you're ready to help new customers get off to a great start and be part of a dynamic team, we'd love to hear from you

Apply today and join us in BGC, Taguig City

This advertiser has chosen not to accept applicants from your region.

Customer Onboarding Coordinator

Mandaluyong, National Capital Region ₱30000 - ₱60000 Y Smart Channel Pty Ltd

Posted today

Job Viewed

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Job Description

Position: Customer Onboarding Coordinator

Schedule: Day Shift

Work Set-up: Onsite (Mandaluyong)

Employment Type: Full-time

The Customer Onboarding Coordinator plays a critical role in bridging the gap between our Sales and Operations teams. Your primary responsibility is to take ownership of a new customer account once a sale is closed, ensuring every detail is validated and every job is 100% ready for a smooth, efficient installation. You will be the point of contact for the customer during the post-sale readiness phase, ensuring a seamless and positive experience.

Duties and Responsibilities

Deal Validation & Handoff:

  • Review all "closed-won" deals handed over from the Sales team.
  • Verify the accuracy and completeness of signed contracts, pricing, and required customer documentation.
  • Ensure all necessary information (e.g., photos of the site, switchboard, meter box) has been provided to the required standard.

Customer Communication & Information Gathering:

  • Serve as the primary point of contact for customers during the onboarding phase.
  • Proactively communicate with customers to request missing information or clarify details.
  • Maintain a clear and professional line of communication to keep the customer informed and engaged.

Site & Technical Feasibility Assessment:

  • Assess the provided information to determine the technical feasibility of the installation.
  • Identify potential site-specific issues or compliance requirements that may affect the job.
  • Work with our technical and advisory teams to confirm system design and placement.

Variation & Re-contracting Management:

  • Identify any variations from the original quote (e.g., additional batteries, switchboard upgrades, difficult access) and determine the updated cost.
  • Present variations and updated quotes to the customer and secure their approval.
  • Execute any necessary re-contracting and update the deal in the CRM.

Job Readiness & Handoff:

  • Finalize all job details, ensuring all documentation is complete and accurate.
  • Mark the job as "Install Ready" in the CRM, officially handing it off to the Scheduling and Installer Coordination teams.

Upsell Identification:

  • Leverage your technical assessment to identify potential upsell opportunities (e.g., an extra battery, surge protection) and present them to the customer during the onboarding process.

Qualification

  • Experience: Proven experience in a technical support, project coordination, or administrative role, preferably within the solar or energy sector.
  • Technical Knowledge: A strong understanding of solar and battery installation components, compliance requirements, and electrical systems is highly desirable.
  • Customer Focus: Excellent communication skills with the ability to manage customer expectations and resolve issues professionally.
  • Attention to Detail: Meticulous in reviewing contracts, data, and documentation to ensure accuracy and prevent errors.
  • Problem-Solving: Proactive and solutions-oriented, with the ability to identify potential issues and propose effective solutions.
  • Organizational Skills: Capable of managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines.
  • Systems Proficiency: Experience with CRM systems (e.g., HubSpot) and project management tools is essential.

Job Type: Full-time

Ability to commute/relocate:

  • Mandaluyong: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • How much is your expected monthly salary?

Experience:

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