Onboarding Account Manager - Senior Level

We are a North-American based organization offering cost-effective solutions to unlock larger pools of talent for your business. Companies outsource tasks to reduce costs, while maintaining a high level of expertise and outcome. With EasyOutsource, you get the same benefit while only operating with a North American account rep.

We understand that hiring the right candidate for offshore business operations can be a challenging task. Hence, we provide custom offshore recruitment solutions that assist businesses in saving both time and money. Our services include candidate profiling and screening, cost-effective solutions, and matching the best-suited candidate to your business requirements. By taking care of everything, we help you increase productivity by tenfold, allowing you to focus on your core business competencies.

About the client:

The company is a physician-owned organization that bridges the medical and legal systems by connecting attorneys, insurers, HR teams, and agencies with qualified medical experts for evaluations, record reviews, and expert testimony. With a national network of physicians across multiple specialties, the company supports clients in resolving cases efficiently while minimizing administrative complexity.

Employment Status: Full Time

Location: Remote (PST Time zone)

Reports to: Sales Leadership / Executive

Salary: PHP 80,000/ monthly (Max)

About the client:

The company is a physician-owned organization that bridges the medical and legal systems by connecting attorneys, insurers, HR teams, and agencies with qualified medical experts for evaluations, record reviews, and expert testimony. With a national network of physicians across multiple specialties, the company supports clients in resolving cases efficiently while minimizing administrative complexity.

Position Overview

We are seeking a Senior Onboarding Account Manager to lead the final stage of the sales journey by ensuring new clients transition seamlessly into active partnerships. This role is responsible for managing onboarding communications, guiding clients through processes and expectations, and delivering a high-touch experience that builds confidence and trust from day one.

The position requires strong executive presence, exceptional communication skills, and experience engaging with senior professionals including physicians, legal stakeholders, and corporate leadership. The ideal candidate has experience working within healthcare, pharmaceutical, or physician-facing environments.

Key Responsibilities:

• Lead the onboarding phase for new clients, ensuring a smooth transition from sales to active engagement
• Conduct onboarding meetings via Zoom with professionals, physicians, and executive stakeholders, addressing questions and setting expectations
• Build and maintain strong relationships while serving as the primary point of contact during onboarding
• Coordinate internally to capture client requirements, track progress, and ensure accurate execution
• Document onboarding details, identify issues proactively, and contribute to continuous improvement of onboarding processes

Qualifications:

Required (Must Haves)

Senior-level experience in account management, client onboarding, or client success

Proven experience interacting with executive-level stakeholders and professionals

Exceptional verbal and written communication skills

Strong meeting facilitation and presentation ability (Zoom or virtual platforms)

Ability to manage multiple onboarding projects simultaneously

Preferred:

Experience working with physicians, healthcare organizations, or pharmaceutical environments

Familiarity with medicolegal, healthcare services, or professional services industries

CRM or onboarding workflow management experience

Strong problem-solving and relationship-building skills