Onboarding Manager

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 $1.8k - $2.1k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 2%

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Logo of Coconut Careers

Coconut Careers

51 - 200 employees

Founded 2021

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Coconut Careers is a remote staffing and talent-matching company that connects businesses with vetted global professionals for roles such as executive assistants, digital marketers, sales reps, accounting assistants, and developers. They offer two hiring models — Managed Talent (monthly subscription where Coconut handles sourcing, vetting, payroll, compliance, and ongoing support) and Direct Hire (one-time flat fee) — and promote a free 40-hour trial to test fit. The company emphasizes rigorous vetting, curated matches, and support for employers scaling remote teams; their site lists 100K+ verified profiles and 600+ client companies and shows tools like salary calculator and job description generator.

📋 Description

• Run 20–30-minute onboarding calls with new TradeRated customers • Guide customers through company setup, technician roster, review path configuration, and CRM integration • Capture and confirm critical setup information • Set expectations for next steps and customer responsibilities • Ensure onboarding completion or document blockers and next steps • Verify pre-call forms, review customer information, and pre-configure available setup items • Confirm appropriate customer stakeholders attend onboarding calls • Reschedule calls when pre-call requirements are incomplete • Coordinate warm handoffs with Sales • Guide CRM integration setup for ServiceTitan, AccuLynx, Jobber, Housecall Pro, or similar tools • Troubleshoot setup and integration issues and escalate complex issues to product, engineering, or technical onboarding support • Drive activation, initially defined as the first verified review captured • Track technician setup, review path setup, first verified review, activation progress, and blockers • Follow up with newly onboarded customers • Execute and improve the onboarding playbook, forms, Looms, SOPs, email templates, checklists, and supporting content • Receive Sales handoffs and ensure expectations, goals, objections, promises, and ownership are aligned • Transition activated customers to Customer Success with complete setup, status, risks, blockers, and next-step notes • Track KPIs including onboarding completion rate, activation rate, time to activation, and open blockers • Maintain onboarding records in GoHighLevel and TradeRated • Contribute to weekly onboarding scorecard reporting • Identify trends related to product friction, sales expectation gaps, and customer readiness • Support post-onboarding follow-up during the early launch phase until Customer Success takes ownership

🎯 Requirements

• 2-4 years of experience in SaaS onboarding, implementation, customer success, account management, support, or technical customer-facing roles • Comfortable running live customer calls and screen shares • Comfortable with GoHighLevel, Notion, Slack, Loom, and Google Workspace • Experience guiding CRM integrations and troubleshooting common setup issues • Working knowledge of ServiceTitan, AccuLynx, Jobber, Housecall Pro, or similar tools is a plus • Familiarity with CRM, API, and OAuth concepts • Strong organizational skills and attention to detail • Strong written and verbal communication • Ability to translate technical concepts for non-technical customers • Comfortable learning new software quickly • Comfortable operating in a fast-moving startup environment • English proficiency level must be entered in the application; resume must be in English • Ability to work a schedule between EST and MST • Full-time availability for 40 hours per week

🏖️ Benefits

• Competitive Salary • 13th Month Pay • Paid Time Off: 12 days of PTO • 12 paid US holidays • Maternity & Paternity Leave • Comprehensive Healthcare for employees and family • Life insurance included in the full-time HMO plan • Mental Health Support, including consultations and wellness resources • Milestone Gifts & Birthday Treats • Island getaways, virtual town halls, and regional meetups • Supportive network for learning, growth, and connection

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