Onboarding Specialist
Aidey · Remote, Philippines
About The Role
About the Company
Aidey is an AI-first Business Process Outsourcing company — the human layer powering the world's most ambitious AI-native companies. We staff the last mile of customer experience, technical success, back-office operations, and sales, operating remotely from the Philippines. Every process we run is designed AI-first and finalized by a senior human, so our clients inherit better quality, faster cycles, and a lower cost base. Trusted by global brands including Nokia and Wix, Aidey is where human intelligence meets machine scale.
About the Position
As the Onboarding Specialist, you will be responsible for guiding B2B clients through the onboarding process, ensuring a smooth and successful transition into our services. You will serve as a trusted point of contact for new clients, helping them navigate onboarding milestones, coordinating with internal teams, and setting the foundation for long-term customer success.
- Excellent English communication skills: verbal, written, and reading – MUST
- Previous experience onboarding B2B clients – MUST
- Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role – MUST
- Strong interpersonal skills, with the ability to build rapport with clients
- Experience managing client relationships and guiding customers through implementation or onboarding processes
- Detail-oriented with a focus on providing exceptional customer service
- Strong organizational and project coordination skills
- Ability to work independently as well as collaboratively within a team environment
Responsibilities
- Serve as a primary point of contact for new customers during the onboarding process
- Guide customers through onboarding milestones and ensure a smooth transition
- Schedule and coordinate onboarding meetings, training sessions, and follow-up calls
- Maintain regular communication with customers to provide updates and answer questions
- Collect and organize customer information required for successful onboarding
- Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time
- Track onboarding progress and proactively follow up on outstanding items
- Document customer interactions, onboarding activities, and key account details within company systems
- Identify potential onboarding challenges and escalate issues when necessary
- Help create a positive customer experience by ensuring customers feel supported throughout the onboarding journey
- Assist with process improvements and documentation related to onboarding workflows
- Support customer retention efforts by helping customers achieve a successful launch experience
- Fully remote, long-term opportunity
- Work directly with US-based teams
- Stable full-time schedule
- Clear processes and structured work
- Opportunity to grow into higher-level roles
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