Internal Onboarding Account Manager

Hiring: Full-Time Onboarding Account Manager

Remote | $12,000–$15,600 per year

About WeAssist

At WeAssist, we do more than connect people with jobs. We create opportunities that support families, empower professionals, and help businesses grow.

Founded by impact-driven leader Reef Colman, WeAssist is a dynamic recruiting firm that connects top global talent with thriving U.S. businesses. With more than 100 active outsourced professionals and a growing team, we focus on long-term alignment, meaningful work, and creating the right fit between clients and candidates.

We are also deeply committed to community impact. From supporting education initiatives to helping underserved communities, we believe success is most meaningful when it creates positive change beyond the workplace.

At WeAssist, your skills, perspective, and potential matter. We foster an inclusive, empowering environment where remote professionals are supported, challenged, and encouraged to thrive.

About the Role

WeAssist is growing quickly, and we are looking for a detail-oriented, proactive, and relationship-driven Onboarding Account Manager to help ensure every client and outsourced professional has a smooth and successful onboarding experience.

In this role, you will support the first 90 days of an outsourced professional's engagement with a client. You will help coordinate onboarding calls, conduct performance check-ins, track action items, maintain accurate records, and ensure communication remains clear across clients, outsourced professionals, and internal teams.

This is an ideal opportunity for someone who enjoys building relationships, creating structure, solving problems, and helping people succeed in a fast-paced remote environment.

Key Responsibilities

90-Day Fulfillment and Performance Check-Ins

• You will conduct weekly client check-in calls during the first 12 weeks of an outsourced professional's engagement. These calls are designed to assess performance, identify challenges, provide support, and ensure the client and outsourced professional are set up for long-term success.
• You will also gather client feedback and success stories that highlight the value and impact of our outsourced professionals.
• As you grow in the role, you may also support:
• Hand-off calls before an outsourced professional's start date
• VA catch-up calls to address client concerns and provide support
• Graduation calls to review progress, celebrate milestones, and confirm continued success

Calendar and Meeting Coordination

You will coordinate and schedule hand-off calls, onboarding check-ins, performance discussions, and other client-related meetings. This includes ensuring the right internal and external stakeholders are included, such as Client Success team members, clients, and outsourced professionals.

Administrative Support

You will help prepare customized onboarding materials for each client, including scripts, company summaries, client details, outsourced professional details, and logistical information.

You will also track key takeaways, next steps, and action items from calls, ensuring timely follow-up with internal teams and external stakeholders.

Additional administrative responsibilities include:

• Maintaining accurate OP and client records in ClickUp
• Updating relevant cards and documentation daily and weekly
• Uploading Zoom recordings for hand-off calls, check-ins, and graduation calls
• Supporting monthly reporting and 90-day account meetings

Communication and Relationship Management

You will serve as a key point of contact for onboarding-related updates. This includes scheduling, onboarding materials, policy clarifications, warm introduction emails, and general onboarding support.

You will communicate regularly with:

• Clients, to ensure they feel supported and informed
• Outsourced professionals, to help them align with client expectations
• Internal team members, to streamline the onboarding process and resolve challenges quickly

You will use tools such as Slack, email, and potentially WhatsApp to support real-time communication and relationship-building.

What We're Looking For

We are looking for someone who is organized, people-focused, and confident managing multiple moving parts. The ideal candidate is proactive, professional, and comfortable communicating with clients, team members, and remote professionals.

You may be a great fit if you:

• Enjoy building strong client and team relationships
• Are highly organized and detail-oriented
• Communicate clearly and professionally
• Can manage calendars, follow-ups, and documentation with accuracy
• Are comfortable working in a fast-paced remote environment
• Take ownership of your work and look for ways to improve processes
• Are comfortable using technology and learning new tools
• Can balance empathy with accountability when addressing performance or onboarding concerns

Company Culture and Core Values

At WeAssist, we move quickly, think big, and focus on creating lasting impact. We are a tight-knit, high-performance team that values integrity, accountability, communication, and growth.

Our core values include:

• Integrity: We lead with honesty and do the right thing, even when no one is watching.
• Communication: Clear communication and active listening are essential to how we succeed.
• Expectation Setting: We create clarity from the start so everyone is aligned.
• Reiteration: We confirm understanding to ensure everyone is on the same page.
• Major Ownership: We take responsibility, avoid excuses, and aim to improve by 1% every day.
• Radical Transparency: We communicate openly and honestly to support growth.
• Proactive Effort: We stay ahead of problems and come prepared.
• Emotional Intelligence: We manage emotions with maturity and professionalism.
• Direct Discussion and Strategic Collaboration: We address issues constructively and avoid gossip.
• One More Mindset: We push ourselves to take one more step, make one more call, and create one more win.

What's In It for You

Joining WeAssist means becoming part of a company that values your growth, contribution, and long-term success.

You can expect:

• Full-time remote work
• Competitive starting compensation
• 13th-month bonus
• Performance-based raises, bonuses, and prizes
• Health, dental, and mental health insurance
• Opportunities for growth, leadership, and increased responsibility
• A proactive, collaborative, supportive, and forward-thinking environment
• The ability to work from anywhere with a professional remote setup

This role is a strong fit for someone who wants to grow with a purpose-driven company while making a meaningful impact on clients, outsourced professionals, and the broader WeAssist community.

Schedule and Work Setup

Schedule: 10:00 AM to 7:00 PM Pacific Time

Location: Remote

Because this is a remote role, you must have a professional work setup, including:

• Clean and professional background for meetings
• Good camera
• Good microphone
• Strong and reliable internet connection
• Business casual attire for meetings

Tech Stack

Must-Have Experience

• Google Calendar
• Gmail
• Zoom
• Slack
• AI tools such as ChatGPT, Claude, Gemini, or similar platforms
• AI notetaker tools, highly preferred

Nice-to-Have Experience

• ATS software
• Breezy, highly preferred
• CRM software
• ClickUp, highly preferred
• Fireflies
• Fathom

Compensation

$12,000–$15,600 per year

How to Prepare for the Recruiting Process

Please review this document before applying:

https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edittab=t.0#heading=h.gt6n5ybw2ujb

Apply Now

If you are organized, proactive, relationship-focused, and excited to support a growing remote team, we would love to hear from you.

Join WeAssist and help create smooth onboarding experiences that set clients and outsourced professionals up for long-term success.