Client Success Specialist (Leadership Team) - URGENT HIRING
Ascension Business Solutions · Remote, Philippines
About The Role
Employment Type: Full-Time
Location : Remote
Schedule : Business hours aligned with U.S. time zones
Role Overview
The Client Success Specialist is responsible for managing client onboarding, VA readiness, and early-stage account success. This role plays a key part in ensuring smooth onboarding execution, strong client communication, and proper alignment between client expectations and VA performance.
This is an ownership-driven role where the Specialist manages their own accounts, facilitates onboarding sessions, and coordinates across departments to ensure both clients and Virtual Assistants are set up for long-term success.
The role requires strong proactiveness, accountability, structured reporting, and the ability to confidently handle client-facing communication while maintaining internal alignment.
Qualifications & Requirements
Required
- 1–2 years experience in client success, account management, or client-facing roles
- Strong written and verbal English communication skills
- High level of proactiveness and accountability
- Strong organizational and documentation skills
- Ability to manage multiple onboarding schedules simultaneously
- Confidence in handling client communication independently
Preferred (Not Required)
- Experience in Virtual Assistant, home care, or service-based industries
- Familiarity with onboarding processes and client lifecycle management
- Experience working with cross-functional teams
Performance Expectations
Success in this role requires
- Strong ownership of assigned accounts
- Consistent and structured reporting
- Proactive communication with clients and internal teams
- Ability to identify and resolve issues early
- Maintaining alignment between client expectations and VA performance
Training & Performance Expectations
- Participation in structured onboarding and internal training programs
- Continuous improvement through feedback and coaching
- Adherence to onboarding processes, SOPs, and reporting standards
- Ability to adapt to evolving client needs and workflows
Core Responsibilities
Client Onboarding & Facilitation
- Facilitate onboarding meetings with clients and Virtual Assistants
- Manage up to 4 onboardings per day while maintaining quality and structure
- Ensure onboarding agenda is followed and all required topics are covered
- Guide clients on how to train and work effectively with their VA
- Ensure all systems, tools, and access are properly set up
Account Management & Client Communication
- Manage assigned client accounts independently
- Conduct post-onboarding follow-ups to ensure smooth transition to live operations
- Handle client concerns directly and provide timely resolutions
- Maintain proactive communication with clients to prevent issues
- Escalate high-level concerns appropriately while maintaining ownership of the account
VA Readiness & Performance Alignment
- Monitor VA readiness prior to onboarding
- Coordinate with Training Team to confirm VA-client alignment
- Ensure VAs are prepared with tools, access, and basic understanding before onboarding
- Identify early performance gaps and coordinate with internal teams for support
- Reinforce expectations and accountability with VAs during onboarding
Cross-Department Coordination
- Sales Team
- Report “VA Ready to Onboard” status
- Clarify client expectations and follow up on Strategy Call details
- Training Team
- Follow up on assigned VA readiness and training progress
- Operations Team
- Coordinate pre-onboarding requirements and VA deployment readiness
- Client Relations Team
- Escalate client-related concerns or sensitive situations requiring support
Reporting, Documentation & KPI Management
- Submit accurate and timely End-of-Day (EOD) and End-of-Week (EOW) reports
- Provide onboarding summaries after each onboarding session
Track and report
- VA readiness status
- Onboarding progress
- Client feedback
- Ensure all onboarding documentation is complete, organized, and up-to-date
KPIs & Performance Metrics
Success in this role is measured by
- 60% Onboarding Survey Rate
- 40% Onboarding Completion Rate
- Quality and consistency of onboarding summaries
- Timeliness and accuracy of EOD/EOW reports
- Client satisfaction and communication effectiveness
- Ability to manage and retain assigned accounts independently
Escalation Guidelines
Handled Independently
- Low-level client concerns
- Routine onboarding adjustments
- Standard VA coordination
- Coordinate with Client Success Manager:
- Medium to high-level client concerns
- Performance risks or onboarding issues
- Account-level challenges requiring strategic decisions
Escalate to Appropriate Teams
- Client Relations: Client escalations or sensitive issues
- Training: VA readiness or training gaps
- Sales: Misalignment from Strategy Call expectations
- Operations: Pre-onboarding and deployment concerns
- This is an urgent hiring need.
- Ascension Business Solutions is prioritizing this role due to active onboarding demands and leadership support requirements.
- Qualified candidates who complete all application and assessment steps promptly may be contacted and processed on an accelerated timeline.
Compensation & Benefits
Ascension Business Solutions offers a structured, long-term employment opportunity designed to support stability, growth, and professional development.
- Competitive compensation aligned with the leadership role scope
- Paid training and structured onboarding
- Fully remote work setup, including company-issued laptop and noise-canceling headset
- HMO health coverage (subject to eligibility guidelines)
- Paid Time Off (PTO)
- Performance-based annual salary increases
- Additional bonuses are available after 6 months of tenure
- ABS is intentional about building long-term professional partnerships , not short-term or gig-based arrangements.
- Why Join Ascension Business Solutions?
- Shape the quality and readiness of ABS’s global VA workforce
- Work directly with Leadership and cross-functional teams
- Operate within clear systems, standards, and escalation frameworks
- Join a values-driven organization guided by Love, Support, and Excellence
Disclaimer: Responsibilities may evolve based on business needs. Employment is at-will.
How to Apply
Complete the Application Form and include the following
- Vocaroo introduction link
- Updated resume
- Device specifications screenshot
- Internet speed test result
⚠️This role is urgent. Early and complete applications will be prioritized. Incomplete applications may not be processed.
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