# Customer Onboarding Manager

> ShiftCare · Philippines (Remote) · Full-time · Posted 2026-07-31

**Workplace:** remote

## Description

**At ShiftCare, our Customer Onboarding Managers help new customers successfully implement ShiftCare, adopt best-practice workflows, and get value from the platform as quickly as possible.**

This is not a passive support role. We are looking for someone confident, proactive, highly organised, and comfortable managing a high-volume onboarding workload across calls, meetings, follow-ups, HubSpot tasks, training sessions, and customer problem-solving.

You will work with customers ranging from small providers with **5 seats** through to larger teams with **100+ seats**, helping each customer set up ShiftCare in a way that supports their business, improves their workflows, and gives them confidence from day one.

**Grow With Us**

We are looking for a PH-based, full-time, dedicated, and passionate **Customer Onboarding Manager** to join our growing Customer Success team.

You will be a core member of our onboarding function, working closely with Sales, Customer Success, Support, Product, and Operations to deliver a high-quality onboarding experience for every new customer.

This role is remote, but you must be able to work **Australian Eastern Standard Time hours, 9am–6pm AEST**.

**What You’ll Do**

**1\. Customer Onboarding & Implementation**

-   Lead onboarding for new ShiftCare customers, from smaller teams of around **5 seats** through to larger customers with **100+ seats**.
-   Guide customers through setup, training, workflow design, and best-practice implementation.
-   Run onboarding calls, training sessions, check-ins, and follow-up meetings with confidence and structure.
-   Help customers understand how to use ShiftCare effectively based on their business needs and operating model.
-   Identify potential blockers early and take ownership of getting customers back on track.

**2\. Workflow Problem-Solving**

-   Work through complex customer scenarios and translate them into practical ShiftCare workflows.
-   Ask strong discovery questions to understand each customer’s operational needs.
-   Help customers make good decisions about setup, roles, permissions, processes, scheduling, billing, and care operations.
-   Distinguish between training gaps, workflow issues, user error, bugs, and feature requests.
-   Escalate issues clearly and appropriately when support from other teams is needed.

**3\. High-Volume Customer Communication**

-   Manage a busy onboarding workload across calls, meetings, follow-ups, and admin tasks.
-   Stay organised while handling multiple customers at different stages of onboarding.
-   Communicate proactively with customers so they know what is happening, what is expected of them, and what comes next.
-   Keep momentum high during onboarding and avoid letting customers drift or stall.
-   Be comfortable making calls, following up directly, and driving customers toward completion.

**4\. HubSpot Ownership & CRM Hygiene**

-   Maintain accurate and detailed onboarding records in **HubSpot**.
-   Keep notes, next steps, customer status, meeting outcomes, risks, and follow-up tasks up to date.
-   Use HubSpot consistently to manage your pipeline, prioritise work, and provide visibility to the wider team.
-   Treat CRM hygiene as a core part of the role, not an admin afterthought.
-   Ensure leadership can clearly understand the status, risks, and progress of your onboarding customers.

**5\. Training, Enablement & Content**

-   Deliver clear, confident product training to customers in live sessions.
-   Create or contribute to customer-facing enablement content such as short videos, walkthroughs, webinars, templates, and help resources.
-   Be comfortable explaining product concepts simply and clearly to different customer types.
-   Support customers in adopting underused or newly released features.
-   Look for opportunities to improve the onboarding experience through better resources, repeatable processes, and scalable training.

**6\. Continuous Improvement**

-   Share customer feedback, onboarding patterns, common blockers, and product insights with the wider team.
-   Help improve onboarding playbooks, templates, processes, and internal documentation.
-   Identify ways to make onboarding more efficient without reducing customer quality.
-   Contribute to a high-performance onboarding culture focused on outcomes, accountability, and customer success.

**Who You Are**

You are proactive, confident, organised, and comfortable taking ownership. You do not wait for customers or internal teams to chase you. You drive the process forward.

-   A strong communicator who is confident leading customer calls and training sessions.
-   Highly organised and able to manage a high-volume workload of meetings, calls, follow-ups, and CRM tasks.
-   Proactive, with the ability to spot risks early and take action before problems grow.
-   A strong problem solver who enjoys working through complex customer scenarios.
-   Comfortable onboarding both small and larger customers, from **5-seat accounts through to 100+ seat teams**.
-   Experienced with **HubSpot**, with strong CRM discipline and attention to detail.
-   Confident documenting customer progress, risks, next steps, and outcomes.
-   Comfortable creating or appearing in customer-facing videos, webinars, or training content.
-   Tech-savvy, curious, and genuinely interested in engaging deeply with the product.
-   Quick to learn new systems, tools, and product concepts, and willing to explore how features work so you can guide customers with confidence.
-   Patient and empathetic, while still being confident enough to guide customers firmly.
-   Comfortable working in a fast-paced SaaS or startup environment.
-   Accountable, reliable, and willing to take ownership of customer outcomes.
-   Someone who wants to build a long-term career with ShiftCare and grow with the team.

**What You’ll Need**

-   2+ years of experience in onboarding, implementation, customer success, training, support, or a similar customer-facing SaaS role.
-   Proven experience leading customer calls, training sessions, or implementation meetings.
-   Strong experience using **HubSpot** or a similar CRM, with excellent hygiene and documentation habits.
-   Strong English communication skills, especially in phone and video-call environments.
-   Ability to manage a high volume of customer interactions without losing quality or attention to detail.
-   Strong problem-solving skills and comfort dealing with complex customer workflows.
-   A curious mindset and willingness to spend time understanding the product, customer use cases, and better ways of working.
-   Ability to work independently in a remote environment.
-   PH-based and able to work **9am–6pm AEST**.
-   High-speed and stable primary and backup internet connection, minimum 10 Mbps.
-   A screenshot of your speed test results will be required.

**Nice to Have**

-   Experience onboarding customers in SaaS, health-tech, care management, rostering, scheduling, workforce management, or similar platforms.
-   Experience creating customer training videos, webinars, walkthroughs, or enablement content.
-   Experience using tools such as Intercom, ChurnZero, Loom, Zoom, Google Workspace, or Microsoft Office.
-   Experience improving onboarding processes, playbooks, templates, or internal workflows.
-   Exposure to healthcare, aged care, disability care, NDIS, home care, or community services.

**What Success Looks Like**

-   Customers complete onboarding with confidence and clarity.
-   HubSpot is accurate, up to date, and trusted by the team.
-   Customers understand how to use ShiftCare in their day-to-day operations.
-   Onboarding blockers are identified early and resolved quickly.
-   You manage a high volume of work without letting quality slip.
-   You communicate proactively and clearly with both customers and internal teams.
-   You help improve onboarding processes as the team grows.
-   You actively engage with the product, understand new features, and bring practical ideas back to the team.

**Why Join ShiftCare?**

-   **Fast-Track Growth:** Join a growing company where strong performers are recognised and given opportunities to grow quickly.
-   **Meaningful Work:** Help care providers improve the way they manage their teams, clients, schedules, and operations.
-   **Professional Development:** Access training, coaching, and opportunities to build your skills across SaaS, onboarding, customer success, product education, and operations.
-   **Supportive Team Environment:** Work with a team that values ownership, clear communication, customer outcomes, and continuous improvement.
-   **Long-Term Opportunity:** We are looking for someone who wants to grow with ShiftCare over the next several years, not someone looking for a short-term role.

**Final callout:** If you are a confident, proactive, and detail-oriented onboarding professional who enjoys solving customer problems, leading calls, managing a busy workload, and helping customers succeed, we encourage you to apply.  
  
We are looking for strong candidates who want to do excellent work, take ownership, and grow with ShiftCare.

## Apply

[Apply at ShiftCare](https://apply.workable.com/shiftcare/j/6DCE7A49BB/apply)

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