Client Onboarding & Operations VA
About The Position
We are looking for a highly professional, organized, and detail-oriented Client Onboarding & Operations Virtual Assistant to support a US-based business across client onboarding, operations coordination, executive support, and sales operations. The ideal candidate has hands-on experience with client onboarding, project coordination, operations, account coordination, executive assistance, or a similar role, with the ability to manage client requirements, follow up on outstanding tasks, coordinate with internal teams, and keep projects moving from onboarding through launch. The successful candidate should have excellent spoken and written English, strong attention to detail, and the confidence to communicate directly with US executives and enterprise clients. The candidate should also be proactive, organized, reliable, and comfortable managing multiple priorities independently.
Requirements
- Previous experience as a Client Onboarding Coordinator, Project Coordinator, Account Coordinator, Operations Coordinator, Executive Assistant, or similar role
- Proven experience in client onboarding, operations coordination, project coordination, or client-facing support
- Strong experience coordinating tasks, requirements, deadlines, and multiple priorities
- Excellent spoken and written English
- Clear pronunciation and professional spoken English suitable for communication with US executives and enterprise clients
- Strong client-facing communication and interpersonal skills
- Excellent attention to detail, organization, and follow-through
- Proficient in Google Workspace (Gmail, Calendar, Docs, Sheets, Drive)
- Experience with Slack and Microsoft Teams
- Basic experience with CRM systems and sales pipelines
- Strong spreadsheet, checklist, and task management skills
- Ability to work independently and take initiative
- Professional, reliable, proactive, and highly organized
- Experience working with US-based clients or businesses is a strong advantage
- Available full-time during US Central Time business hours
- A proactive and dependable professional who takes ownership of tasks and follows through
- Someone who is confident communicating with clients and executives
- A highly organized individual who can keep multiple moving parts on track
- Someone who can adapt to a fast-paced environment and support the team long-term
Responsibilities
- Coordinate the onboarding process for new clients from initial requirements through launch
- Collect client information, credentials, API keys, documents, and other required digital assets
- Follow up with clients regarding missing information, documents, and requirements
- Manage onboarding checklists, milestones, deadlines, and project requirements
- Communicate with clients through email and Slack
- Coordinate client requirements and information with internal technical and operations teams
- Prepare organized handoffs for internal teams
- Track projects and onboarding progress from start to launch
- Maintain accurate records of client information, requirements, and project status
- Monitor outstanding tasks and proactively follow up to keep projects moving
- Eventually manage multiple client onboardings simultaneously
- Provide executive and operational support to the business and team
- Manage calendars, appointments, meetings, and schedules
- Coordinate sales calls across different time zones
- Assist with CRM and sales pipeline updates
- Take meeting notes and manage sales follow-ups
- Track marketing campaigns, tasks, deadlines, and deliverables
- Conduct research and prepare organized summaries
- Assist with general administrative and operational tasks as needed
- Communicate professionally with clients, executives, and internal team members
- Coordinate information between clients and internal departments
- Monitor email and Slack communications and ensure timely follow-ups
- Follow up on pending requests, requirements, and commitments
- Maintain clear and organized communication throughout the onboarding process
- Handle client information and business communications with professionalism and discretion
- Maintain organized checklists, trackers, spreadsheets, and project documentation
- Manage multiple tasks, priorities, and deadlines effectively
- Keep client onboarding information and project records accurate and up to date
- Identify pending requirements or potential delays and take proactive action
- Follow through on assigned tasks with minimal supervision
- Support the overall workflow and day-to-day operations of the business
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
