Client Onboarding Specialist - LATAM

Description: • Be the bridge between new clients and long-term success. • Lead the onboarding process for new clients, ensuring they are fully set up and integrated within their first 60 days. • Manage client setup in our CRM and contact center software, create client scripts, build booking and intake forms using Calendly and Jotform, and implement no-code automations with Zapier. • Act as the primary point of contact during onboarding, setting expectations and addressing any client concerns. • Diagnose and resolve any challenges that arise during implementation process to ensure client satisfaction. • Communicate operational changes to the internal team and relay long-term product improvements to the product team. • Continuously optimize onboarding experience by improving workflows, processes, and documentation. • Maintain and update onboarding materials, preparing for future team growth. • Collaborate with cross-functional teams including Sales, Operations, and Technology to enhance overall service delivery. • Contribute to knowledge-sharing by creating support articles and training materials. Requirements: • Bachelor’s degree in Business, Communications, Customer Experience, or a related field. • 3+ years of experience in client success, client onboarding, customer service or account management. • Experience working with business clients in a B2B environment. • 3+ years of experience with HubSpot or other CRM tools. • 2+ years of experience with No Code applications such as Zapier. • Strong problem-solving skills with the ability to analyze client needs and create tailored solutions. • Excellent communication skills, with the ability to explain complex concepts clearly and simply. • Comfortable facilitating live onboarding sessions via Zoom and managing client interactions professionally. • Experience in SaaS, technology, professional services, or virtual receptionist industries is a plus. • Highly adaptable with a process-driven mindset and strong attention to detail. • Technical proficiency in CRM tools, ticketing systems, and cloud-based communication platforms. Benefits: • A competitive salary of $2,800 to $3,200 USD per month, based on experience. • Competitive performance-based bonuses. • Career growth opportunities, with the ability to advance into leadership or specialized roles. • Ongoing learning and development, including training programs, workshops, and courses. • Recognition for exceptional performance, with regular feedback sessions and tailored career development plans. • 15 paid vacation days per year, plus an unlimited unpaid time-off policy. • Company-wide events and team-building activities hosted by our Culture Committee. Apply Job!