Onboarding Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assess incoming handoffs for absent contacts, scope, prerequisites, and commitments; address gaps and ensure ownership and readiness for kickoff.

• Organize kickoffs and collaborative sessions across various teams and time zones.

• Confirm participants, meeting objectives, and preparation needs.

• Track milestones, responsible parties, target dates, obstacles, and subsequent actions.

• Transform meeting notes into concise assignments.

• Follow up with clients regarding pending tasks and updated timelines; escalate decisions or requests for additional assistance.

• Maintain communication for halted onboardings, document reasons for pauses and conditions for reinitiation, and establish review dates.

• Report on new, completed, ongoing, and paused projects; track aging tasks, obstacles, ownership gaps, and workload distribution by engineer or TAM.

• Identify conflicting information and raise capacity concerns.

• Coordinate completion reviews and document pending actions, necessary records, and responsible parties.

• Enhance checklists, templates, reporting, and reminders when recurring gaps are detected.

⛳️ Requirements

• Proven experience in coordinating customer projects, implementations, service delivery, or customer operations.

• Proactive and results-driven; capable of working independently without a daily task list and tracking outcomes until resolution, new dates, or escalation.

• Strong customer communication skills and confidence in requesting commitments, clarification, and updates from clients and colleagues.

• Ability to manage multiple projects and competing deadlines using a reliable organizational system.

• Sound judgment to resolve issues, escalate when necessary, and prioritize tasks effectively.

• Comfortable working with spreadsheets and project documentation.

• Competence in verifying data, investigating outdated updates, and explaining changes.

• Capacity to learn tools, onboarding processes, and product terminology through documentation and targeted inquiries.

• Sufficient technical understanding to identify dependencies and direct issues to the appropriate engineer.

• Experience with Jira, Salesforce, Confluence, or similar tools is advantageous.

• Background in software or IT services is beneficial.

🏝️ Benefits

• Opportunity to significantly influence the company's operational processes.

• Collaborative and vibrant work environment with chances for professional growth and development.

• Competitive salary and comprehensive benefits package.