Client Onboarding Specialist

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionise global talent expansion! We connect businesses with
dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us
and help elevate businesses with complete control and comprehensive support, let’s shape the future of work
together!

As our Client Onboarding Specialist, you will play a pivotal role in shaping the success of the business. You will be
responsible for onboarding new clients and contributing to the growth and development of our workforce. This is
not just a job; it’s an opportunity to be a key player in building and leading a high-performing team.

Responsibilities:
• Client Communication: Develop and maintain strong client relationships through clear, professional, and
timely communication. Serve as the primary point of contact for client inquiries, escalations, and
requests.
• Project Planning: Collaborate with internal teams to define project scope, deliverables, timelines, and
resource requirements. Develop comprehensive project plans and ensure alignment with client
expectations.
• Client Onboarding Process: Lead the client onboarding process, ensuring a smooth transition from sales to
implementation. Coordinate with cross-functional teams to gather requirements, configure systems, and
conduct testing.
• Stakeholder Management: Liaise between clients and internal stakeholders, ensuring effective
communication and alignment of goals. Manage client expectations and provide regular updates on
project progress.
• Issue Resolution: Identify and address any issues or challenges that arise during the onboarding process.
Escalate complex issues to senior management as needed and propose solutions to mitigate risks.
• Performance Tracking: Monitor and track project performance against key metrics and milestones.
Conduct regular reviews with clients to evaluate satisfaction and identify opportunities for improvement.
• Documentation & Training: Develop and maintain client documentation, including user guides, training
materials, and standard operating procedures. Conduct client training sessions to ensure successful
adoption of new systems or processes.

What We’re Looking For:
• Experience: Bachelor’s degree in Business Administration, Project Management, or a related field. Proven
experience in client onboarding, project management, or client-facing roles within the BPO industry.
• Communication Skills: Excellent written and verbal communication skills. Ability to communicate complex
information clearly and effectively to both technical and non-technical audiences.
• Project Management: Strong project management skills, including the ability to plan, organize, and
prioritize tasks. Proficiency in project management tools such as Asana, Trello, or Microsoft Project.
• Client-Focused: Demonstrated commitment to delivering exceptional client experiences. Proactive in
identifying client needs and providing solutions to meet those needs.
• Problem-Solving: Strong analytical and problem-solving skills. Ability to identify issues, analyze root
causes, and propose effective solutions.
• Team Player: Collaborative mindset with the ability to work effectively in cross-functional teams.
Comfortable working in a fast-paced, dynamic environment.
• Adaptability: Flexible and adaptable to changing priorities and client requirements. Willingness to take on
new challenges and learn new technologies or processes.
• Time Management: Excellent time management skills, with the ability to prioritize tasks and manage
multiple projects simultaneously.

Benefits:
• Competitive salary
• Opportunity to shape the HR function of a rapidly growing BPO.
• Work closely with a team of industry leaders who have successfully scaled BPOs in the past.
• Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let’s do great things together!