Client onboarding and configuration (your biggest area)
Run onboarding projects end to end: prepare from the sales hand-over, join the kickoff,
and build the project plan
Configure the platform for each client: listings, rates and availability, channel
connections, guest messaging and automations, operations, owners and finance
modules
Work with the connections specialists on data migration from the client's previous
PMS, and verify the data before go-live
Make sure payments and financial data are 100% accurate at go-live
Keep every project inside its target timeline; a client graduates only when live, billing in
full and using the key features
Training and enablement
Train client teams on the platform, from daily users to owners and managers
Run group feature workshops and new-feature sessions
Teach clients how to get value from BAM, our AI agent, and our AI features
Advise clients on best practices, such as channel strategy and market changes that
affect them
Technical troubleshooting
Investigate and resolve configuration, sync and integration issues during onboarding
Reproduce problems, find the root cause, and write clear, complete tickets for
engineering
Act as the escalation point for support on onboarding-related technical issues
Be available and responsive to your clients throughout their project
AI-first ways of working
Use Claude and other AI tools every day to analyze client data, prepare configurations,
write training material and client communication, and investigate issues
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Onboarding Specialist (Philippines) - Job Description
Build reusable AI workflows, checklists and templates that make each onboarding
faster than the last
Help shape the AI-powered self-serve onboarding and migration tools our product
team is building
Process, data and product feedback
Keep the onboarding pipeline accurate every week: stage, dates and blockers
Log the most common setup problems and feed them to the product team
Write and update knowledge-base articles and onboarding guides as features ship