Client Onboarding Assistant

Smartsourcing

Cebu City, Cebu

Hi! We’re Smartsourcing, looking for a Client Onboarding Assistant who can work with us full-time and on-site!

Earn up to P50,000!

Where????? Crown 7 Business Centre, Pope John Paul II Ave, Cebu City, Cebu

As a Client Onboarding Assistant,

Your primary responsibilities will include preparing proposals, creating new client onboarding checklists, and process guides, managing current client process guides, and ensuring consistency in all documentation. Additionally, your role will involve handling ad hoc duties, such as Xero Health Checks, to support the efficiency of our client's operations.

Some of the things we expect you to do are to:
• Assist in preparing proposals for potential clients, ensuring accuracy and alignment with company standards. This will be prepared in our Excel quote spreadsheet, and the data retrieved from Xero. So they will need to be experienced in Xero
• Create and maintain onboarding checklists (templates they can use)
• Be good with clients and have client... More Detail

Apply Now

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