Onboarding Specialist for Flow21 who converts free trial customers (from Sales Team) to “live and using the system,” then hands off cleanly to Client Success Team. You build the CRM workspace, train owners and staff via live zoom, drive activation through the trial window. Fully remote, Philippines-based, with weekday daytime PH availability and outcomes-based independent contractor tied to performance with unlimited earning potential.

Responsibilities

Own the handoff: watch sales-call recording, capture promises, never invent scope.
Get them live fast: configure CRM workspace, pipelines, automations, SOP training assets.
Train for adoption: run live walkthroughs with teach-back; ensure owner and staff use system.
Chase activation: maintain weekday daytime PH contact through trial for Day-8 readiness.
Document and hand off: record build, remaining sprint work, risks; clean handoff to Client Success.
Feed the system: bring repeatable builds and blockers to weekly sprint planning.
Protect the commercial line: route tickets to helpdesk; escalate pricing/discounts/contracts same day.

Required Qualifications

Philippines-based with weekday daytime PH availability for client video calls.
Training/teaching experience with adults, including onboarding facilitation or teach-back work.
CRM experience day-to-day; comfortable building and managing CRM workflows.
Comfortable on live video; can guide reluctant owners through setup.
Strong spoken and written English.
Integrity under pressure: disclose same-day when something breaks.
Reliable internet plus working camera and mic; independent contractor outcomes-based pay.

Preferred Qualifications

Formal teaching credential or training background.
Prior client-facing onboarding or customer success with business owners.
Experience with business owners adopting sales/marketing systems.