Client Onboarding Manager
VBP Open At a glance
Manager-level Customer Success role at VBP. Cebu City · full-time.
Pay not stated Customer Success salary
growthroles summary, based on the employer's posting.
What you'll do
- Guide new clients and their teams through paperwork, procedures, training, and early-stage support
- Serve as the main client contact during onboarding and build relationships through visits and engagement events
- Review client feedback, resolve early onboarding issues, and improve the process for smoother delivery
- Lead newly onboarded frontline employees while reinforcing team values and operating fundamentals
What you bring
- A bachelor's degree in business, finance, or a related discipline
- At least three years in client services or a comparable financial-services role
- Strong organization, multitasking, communication, problem-solving, and detail-management skills
- Working proficiency with CRM systems and related software
Who this fits
You'll suit a manager-level role combining client ownership with leadership of newly onboarded frontline team members. The position is onsite in Cebu City, with a fixed Monday-to-Friday schedule from 7 AM to 4 PM.
From the employer
Overview of the Role
The Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.
Main duties include:
- Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.
- Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.
- Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.
- Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.
- Facilitate training and provide support to clients and team members to ensure they understand systems and processes.
- Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.
- Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.
- Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.
- Lead and manage newly onboarded frontline team members
Requirements
- Bachelor’s degree in Business, Finance, or related field
- Minimum of 3 years in client services or a related field within the financial services industry
- Strong organizational and multitasking abilities
- Excellent verbal and written communication skills
- Strong problem-solving skills and attention to detail
- Proficient in using CRM tools and related software
Benefits
- 500k per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- 25k Educational Assistance
- Training and equipment will be provided
- Fixed schedule of Monday-Friday from 7 AM to 4 PM
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