Internal - Onboarding Account Manager at WeAssist.io

Hiring: Full-time - Onboarding Account Manager - Remote - $12,000 - $15,600/yr

🌟 About us, WeAssist, the hiring team 💡

At WeAssist, we don’t just build careers—we create opportunities that change lives!
🌍 Founded by a Leader Who Cares – Led by impact-driven founder Reef Colman, WeAssist is committed to creating equally advantageous opportunities that feed families and empower individuals.
⚡ A Dynamic Recruiting Firm – We move fast but with purpose. Speed matters, but long-term stability, growth, and alignment between client and candidate matter more. We focus on the right fit, not just any fit.
🌎 Bridging Global Talent & Opportunity – With 100+ active outsourced professionals and growing, we connect top-tier talent worldwide with thriving US businesses.
❤️ Committed to Community Impact – From building schools to feeding the homeless and uplifting poverty-stricken communities, we believe success is about giving back.
🤝 Inclusive & Empowering Culture – Your skills, perspectives, and unique gifts matter here. We create an environment where outsourced professionals don’t just work—they thrive.

⚒️ Key Responsibilities of the Onboarding Account Manager📝

➡️ Conducting 90-Day Fulfillment & Performance Check-Ins

➡️ Calendar & Meeting Coordination

➡️ Administrative Support

➡️ Communication & Relationship Management

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process -

• https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

📢 Why Are We Hiring an Onboarding Account Manager?

WeAssist is growing fast, and we need an Onboarding Account Manager to keep the momentum going! 🚀 As we bring in more top-tier Outsourced Professionals, we need someone who can ensure a smooth onboarding experience while upholding the highest performance standards. This role is all about creating structure, supporting our Operations and Communications Coordinator, and giving key players (yes, even Reef!) the space to focus on what they do best.

If you're ready to be the driving force behind a thriving, well-supported team, this is your moment to shine! ✨ 🚀

Responsibilities of the Onboarding Account Manager:

• Conducting 90-Day Fulfillment & Performance Check-Ins:
  • Weekly Check-in Calls:
    • Conduct weekly check-in calls with clients for the first 12 weeks of an Outsourced Professional’s (OP) engagement to assess performance, address challenges, and provide necessary support
    • Gather feedback and success stories from clients to showcase the impact of our OPs
  • Hand-Off Calls: (Grow-into-area)
    • Conduct calls before an OP’s start date to transition them officially to the client, set clear expectations, share best practices, and establish a strong working relationship
  • VA Catch-Ups: (Grow-into-area)
    • Address client concerns regarding an OP’s performance and provide coaching or support where needed
  • Graduation Calls: (Grow-into-area)
    • Conduct final review meetings to reinforce key takeaways, celebrate milestones, and confirm continued success
• Calendar & Meeting Coordination:
  • Arrange Hand-Off Calls and 90-Day Onboarding Check-ins, ensuring all necessary parties are included
  • Maintain organized scheduling of client meetings, onboarding check-ins, and performance discussions while coordinating with internal teams
  • Ensure key stakeholders, such as Client Success, are included in 90-Day Onboarding Check-ins
    
    
• Administrative Support:
  • Hand-Off Call Preparation:
    • Customize onboarding materials for each client, including scripts, company summaries, client/OP details, and logistical information
  • Action Item Tracking:
    • Summarize key takeaways and CTAs from check-in calls and ensure timely follow-ups with internal (Sales, Client Success) and external (Clients, OPs) stakeholders
  • ClickUp & Slack Management:
    • Maintain up-to-date records in ClickUp by creating and updating OP and Client cards daily and weekly
  • Monthly Reporting:
    • Run 90-Day Accounts Meetings and upload Zoom recordings for Hand-Off Calls, Check-ins, and Graduation Calls for documentation and future reference
      
      
• Communication & Relationship Management:
  • Client Communication:
    • Serve as the primary contact for onboarding-related updates, including scheduling, onboarding materials, policy clarifications, and warm introduction emails
  • OP Communication:
    • Provide consistent guidance to new OPs, ensuring they are aligned with client expectations and addressing any onboarding concerns proactively
  • Internal Team Coordination:
    • Work closely with key team members to streamline the onboarding process and address challenges
  • Cross-Platform Communication:
    • Utilize Slack, Email, and potentially WhatsApp groups to facilitate real-time communication and relationship-building

🏡 Get To Know WeAssist!

(Not your average Recruiting Firm…)

Started by Reef Colman just five years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 115 people. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best! ✨

Company Culture and Core Values:

At WeAssist, we move fast, think big, and create lasting impact. 🚀 We’re more than just a recruiting firm—we’re a tight-knit community that values integrity, accountability, and growth, ensuring every professional and client finds the right fit, not just any fit. Here, you’ll thrive in an inclusive, high-performance culture that challenges you to be 1% better every day while making a real difference in the world. 🌍✨

Our core values include:

• ✅ Integrity – We lead with honesty and do the right thing—even when no one is watching.
• ✅ Communication – The spoken word and the listening ear both matter. How we communicate determines how we succeed.
• ✅ Expectation Setting – Clarity is everything. We ensure everyone is aligned from the start.
• ✅ Reiteration – Active listening in action. What did you hear from what I said? Let’s make sure we’re on the same page.
• ✅ Major Ownership – No excuses, only accountability. We ask ourselves, "What could I be doing better?" and push for 1% improvement daily.
• ✅ Radical Transparency – Honesty fuels growth. We communicate openly and fearlessly.
• ✅ Proactive Effort – We don’t wait for problems—we prevent them. Stay ahead, stay prepared.
• ✅ Emotional Intelligence – Self-regulation = true leadership. We manage emotions, not react to them.
• ✅ Direct Discussion & Strategic Collaboration – Address issues with the person first. If needed, discuss with others for strategy—not gossip.
• ✅ One More Mindset – Push beyond limits. One more call, one more step, one more win. That’s how we grow!

Join a team that values growth, action, and real impact—where what you do truly matters! 🎉

What’s in it for you? 😏

Joining us means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 🌱 Endless Growth Opportunities – Your role evolves with you—take on more responsibility and leadership as you grow!
• 💰 Great Starting Salary – Competitive compensation to reward your contributions.
• 🎉 13th Month Bonus – Because we appreciate your hard work and dedication. Wild, right? 🤯
• 🏆 Performance-Based Raises, Bonuses & Prizes – Your growth directly impacts your compensation! Hit your KPIs and enjoy rewards that reflect your success!
• 👨‍⚕️ Health, Dental, and Mental Health Insurance – Comprehensive coverage to take care of you inside and out.
• 💡 Proactive, Collaborative, Supportive, and Forward-Thinking Environment – Work on innovative projects that push boundaries alongside passionate leaders who value your input!
• 🌴 Permanent Remote Set-Up – Your office is wherever you want it—whether that's your couch, bed, or hammock!

This opportunity is ideal for someone ready to spread their wings, thrive in a dynamic environment, and make a meaningful impact on our journey to success.

Specifics:

• Time
  • Timezone: 10am-7pm PST
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup (Pains me I actually need to write this down… 👀)
    • Clean background
    • Good camera
    • Good microphone
    • Strong wifi

• Tech Stack
  • Must-have:
    • Google Calendar
    • Gmail
    • Zoom
    • Slack
    • AI Software - including but not limited to:
      • AI Notetaker (highly preferred)
      • ChatGPT
      • Claude
      • Gemini
  • Nice-to-have:
    • ATS Software
      • Breezy (highly preferred)
    • CRM Software
      • ClickUp (highly preferred)
    • Fireflies
    • Fathom

• Compensation
  • $12,000 - $15,600/yr