Client Onboarding Lead

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3 days ago

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Catena

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HR Tech • Enterprise • Recruitment

Catena, now known as Pearl Talent, is a company that specializes in helping organizations hire top remote talent from overseas, primarily focusing on candidates from the Philippines and Latin America. They offer a rigorous vetting process to ensure they provide highly capable candidates equipped with modern software skills and fluent English proficiency. Pearl Talent provides two main hiring services: Managed Services, which handles compliance, payroll, and training, and Direct Placement for companies that manage hires internally. They focus on long-term retention and quality in their hiring processes, aiming to build high-performing remote teams for a range of industries including healthcare, real estate, and finance.

2 - 10 employees

👥 HR Tech

🏢 Enterprise

🎯 Recruiter

📋 Description

• **Role Overview:** • As a **Client Onboarding Lead** at Pearl Talent, you’ll be the first point of contact for new clients and play a critical role in shaping their hiring journey with us. Your goal is to create a seamless onboarding experience by gathering key information, aligning expectations, and ensuring a smooth transition from sales to recruiting. This role is ideal for someone with a strong background in client success, operations, or recruiting coordination—someone who can balance structure, communication, and speed. • **Your Impact:** • In this role, you’ll ensure new clients feel confident and supported from day one. By setting clear expectations, gathering critical job details, and coordinating internal alignment, you’ll help accelerate time-to-hire while upholding Pearl Talent’s high-touch standard. Your success will directly improve client satisfaction, streamline recruiting workflows, and lay the foundation for long-term client partnerships. • **Key Responsibilities:** • - **Client Onboarding & Setup** • - Own the onboarding process for new clients from post-sale to active hiring. • - Lead kickoff calls to gather role requirements, clarify expectations, and align on hiring timelines. • - Create and maintain detailed role briefs that guide internal recruiters and sourcing teams. • - **Information Gathering & Role Clarity** • - Extract and synthesize job descriptions, must-haves, and hiring goals. • - Provide recommendations to refine unclear or unrealistic role profiles. • - Ensure client inputs are consistent with Pearl’s high-caliber candidate standards. • - **Client Experience & Communication** • - Serve as the go-to contact for onboarding-related questions and updates. • - Provide timely follow-ups and proactive updates to keep clients informed and confident. • - Coordinate internally with matching leads and recruiters to ensure role readiness. • - **Internal Coordination & Process Optimization** • - Collaborate with internal stakeholders to ensure proper handoff and role alignment. • - Identify bottlenecks or friction points in the onboarding journey and recommend improvements. • - Help build and refine onboarding templates, FAQs, and internal documentation.

🎯 Requirements

• **Must-Have:** • - Experience in client onboarding, recruiting coordination, customer success, or similar roles. • - Excellent verbal and written communication skills in English. • - Strong organizational skills and attention to detail in managing multiple accounts. • - Proficiency with tools like Google Workspace, Slack, Notion, or project management systems. • - A proactive mindset and ability to manage relationships across time zones. • - **Nice-to-Have:** • - Familiarity with the recruiting lifecycle and executive hiring. • - Experience working with US or EU-based startups or clients. • - Comfort navigating ambiguity in fast-paced, client-facing environments.

🏖️ Benefits

• **Compensation Package:** • - **Competitive Salary:** Based on experience and skills • - **Remote Work:** Fully remote—work from anywhere • - **Generous PTO:** Ample paid time off to rest and recharge • - **Health Coverage:** HMO coverage after 3 months for full-time employees • - **Direct Mentorship:** Grow through guidance from international industry experts • - **Learning & Development:** Ongoing access to resources for professional growth • - **Global Networking:** Work and connect with professionals around the world • - **Work-Life Balance:** Flexible hours that support a healthy work-life balance