Scale Virtually
Real Estate
ClientOnboarding&ProcessManager(Remote)
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Onboarding & Process Manager (Remote) at Scale Virtually. Skills: client onboarding journey ownership, process documentation, cross-functional coordination, client alignment, VA training, smooth operational transition. Own the client onboarding journey from contract signing through VA placement readiness and operational transition. Lead structured discovery calls”
What You'll Achieve.
Ensure placements start with minimal confusion; Produce Job Descriptions and SOPs that VAs can follow independently; Maintain client confidence by keeping communication structured and clear; Ensure onboarding transitions smoothly into operational delivery
Industry & Context.
problem-solving; Able to act on partial information and resolve ambiguity proactively; identify gaps in client workflows and act immediately to fix them; proactively flag misalignments or potential blockers
Virtual Professionals based in the Philippines, Comfortable communicating on video calls, US-aligned hours, 8–10 hours/day
What They're Looking For.
Must Have
3–6+ years in client onboarding, implementation, account management, or operations, Must make decisions without supervision and know when to escalate issues, written and verbal can translate complex workflows into clear instructions, Can balance structured processes with client engagement and collaboration, Able to act on partial information and resolve ambiguity proactively, Comfortable working cross-functionally in a fully remote team environment
Nice to Have
ClickUp, Monday.com
What You'll Do.
Own the client onboarding journey from contract signing through VA placement readiness and operational transition
Lead structured discovery calls
Document real client workflows into usable SOPs
Ensure placements start with minimal confusion
Act as the bridge between clients
Placement Specialists
Proactively address gaps
Lead client onboarding sessions
Run structured discovery and expectation-setting meetings
and deliverables before recruitment begins
Translate client operations into detailed SOPs
Step in when workflows are incomplete or ambiguous
Draft and refine Job Descriptions
Ensure JDs reflect actual responsibilities
Coordinate with Placement Specialists
Confirm role readiness and align on candidate flag gaps early
Manage client alignment
Keep clients informed of next steps
and any blockers in real time
Train newly placed VAs
Deliver hands-on guidance on documented workflows
Verify competency before handoff to Operations
Ensure smooth operational transition
Oversee placement handoff into Operations
Address gaps that could disrupt delivery
How You'll Work.
Team & Collaboration
Cross-functional coordination with Placement Specialists and Operations; Client engagement and collaboration; Working cross-functionally in a fully remote team environment
Communication Scope
written and verbal communication; translate complex workflows into clear instructions; structured communication
Process & Methodology
process management, resource planning
Full Job Description
We are looking for Virtual Professionals based in the Philippines. This is a fully remote position for the role of **Client Onboarding & Process Manager (Remote).** * Applications with an introduction video attached will be prioritized. Due to the fully remote nature of this role, it is important that candidates are comfortable communicating on video calls. ### Role Summary You will own the client onboarding journey from contract signing through VA placement readiness and operational transition. You lead structured discovery calls, document real client workflows into usable SOPs, and ensure placements start with minimal confusion. You are the bridge between clients, Placement Specialists, and Operations—proactively addressing gaps, clarifying expectations, and training new VAs. Filtering signal: This role is not for candidates who need step-by-step instructions or prefer reactive work. ### Core Responsibilities * Lead client onboarding sessions: Run structured discovery and expectation-setting calls; clarify scope, timeline, and deliverables before recruitment begins * Document workflows: Translate client operations into detailed SOPs that can be executed by VAs without follow-up questions. Step in when workflows are incomplete or ambiguous * Draft and refine Job Descriptions: Ensure JDs reflect actual responsibilities, required skills, and workflows before recruitment begins * Coordinate with Placement Specialists: Confirm role readiness and align on candidate profiles; flag gaps early * Manage client alignment: Keep clients informed of next steps, follow-ups, and any blockers in real time * Train newly placed VAs: Deliver hands-on guidance on documented workflows; verify competency before handoff to Operations * Ensure smooth operational transition: Oversee placement handoff into Operations, addressing gaps that could disrupt delivery ### Requirements (Non-Negotiable) * Experience: 3–6+ years in client onboarding, implementation, account management, or operations
Applying for this Client Onboarding & Process Manager (Remote) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about Scale Virtually?
Real rants from real employees. Read before you apply.