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Client Success Specialist (Leadership Team) - URGENT HIRING

Ascension Business Solutions · Remote, Philippines

Client RelationsEntry LevelRemoteQuick applyfull-time12 days ago

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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