Onboarding Manager

Company: Goldbar –

WebSite: Cairo, Egypt

Job Description:**Option 1 (Formal):**

Goldbar Staffing facilitates the strategic alignment of accomplished United States real estate professionals with proficient virtual assistants on a global scale. Our organizational objective is the cultivation of enduring, mutually beneficial partnerships that enhance operational efficiency and overall productivity.

As Onboarding Manager, this position serves as the initial client liaison post-payment confirmation. The incumbent will provide comprehensive guidance throughout the onboarding process, ensuring clients possess the requisite resources and confidence necessary for a successful collaborative relationship with their designated virtual assistant. This role necessitates diligent collaboration with internal departments, including Training, Staffing, and Performance Coaching, to deliver a cohesive and exceptional client experience.

**Core Responsibilities:**

**1. Lead Initial Onboarding Phase (Day 1):**

* Extend a formal welcome to new clients and delineate the comprehensive onboarding procedure.
* Establish explicit parameters concerning timelines, deliverables, and subsequent procedural steps.
* Grant access to all essential tools and platforms.
* Secure signed agreements and pertinent documentation.
* Disseminate relevant onboarding materials and resources.

**2. Post-Initial Consultation Follow-Up:**

* Assign specific tasks, including the identification of key priorities, the completion of job description templates, and the review of essential training videos.
* Ensure client adherence to the established timeline in preparation for the subsequent scheduled session: the Preparation Call.

**3. Management of the Preparation Call Process (Approximately Day 30):**

* Orchestrate introductions between clients, their assigned assistants, and relevant training personnel.
* Verify the submission of all required materials and access to necessary systems.
* Assist clients in defining initial major projects and primary areas of focus.
* Provide access to accountability tools and educational resources.

**4. Oversight of Launch Readiness (Days 45–60):**

* Monitor client advancement and the completion of all onboarding requirements.
* Collaborate with the Account Manager to evaluate client preparedness.
* Coordinate a seamless transition to the Launch Call.
* Address and resolve any challenges that may impede the onboarding process.

**5. Maintenance of System Integrity and Communication Consistency:**

* Maintain current and accurate records within the CRM and other internal databases.
* Track client milestones and ensure consistent interdepartmental alignment concerning client progress and specific requirements.

Skills: