Onboarding Specialist (Remote)

Snapscale


Date: 1 day ago
City: Talisay
Contract type: Full time
Remote
Snapscale is looking for an Onboarding Specialist to guide new healthcare clients through the onboarding process and ensure a smooth transition into our marketing and operational programs. This role is client-facing and requires excellent communication, coordination, and training skills to deliver an exceptional onboarding experience.

Key Responsibilities:

  • Serve as the main point of contact for new clients during onboarding.
  • Coordinate client training sessions, setup, and implementation tasks.
  • Conduct virtual walkthroughs and training to educate clients on tools and best practices.
  • Collaborate with internal teams (sales, marketing, customer success) to ensure aligned service delivery.
  • Track onboarding milestones, collect feedback, and proactively resolve concerns.
  • Maintain documentation, training materials, and onboarding guides.
  • Monitor KPIs to evaluate onboarding effectiveness and recommend improvements.
  • Assist with the client offboarding process when necessary.

Perks:

  • Health Maintenance Organization (HMO)
  • Government-mandated benefits
  • 13th month pay
  • Night differential pay
  • Internet allowance
  • Perfect attendance bonus
  • Other employee incentives
  • Yearly salary increase
  • Opportunities for career growth and development
  • Fun and supportive working environment

Requirements:

Qualifications:

  • Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field.
  • 3+ years of experience in client onboarding, implementation, customer success, or account management—ideally in healthcare or marketing.
  • Strong project management skills; able to juggle multiple clients and timelines.
  • Excellent communication and presentation skills.
  • Critical thinking and problem-solving abilities.
  • Familiarity with CRM tools and project management platforms is a plus.
  • Customer-first mindset and attention to detail.

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