
Client Onboarding Specialist β SAAS, IT
Posted Aug 6

Posted Aug 6
This is a fully remote position, open to applicants in Colombia.
β’ Guide multi-unit restaurant and franchise clients through the post-sale onboarding process, channel integration, and the official launch of the platform.
β’ Set up software configurations tailored to client channels, POS systems, delivery platforms, and banking feeds.
β’ Conduct audits and reconcile financial and operational data to ensure accuracy before the account goes live.
β’ Facilitate onboarding sessions with restaurant operators, executives, and CFOs.
β’ Address initial setup obstacles and technical issues in collaboration with product and engineering teams.
β’ Utilize AI tools on a daily basis to enhance onboarding workflows, resolve configuration issues, and keep documentation up to date.
β’ Oversee account health, monitor contract terms, and secure account renewals and upsells.
β’ 1β4 years of relevant experience in SaaS, software implementation, or technical onboarding/consulting roles.
β’ Excellent verbal and written English communication skills at a near-native C1 level suitable for a North American business audience.
β’ Strong quantitative analysis skills.
β’ Hands-on experience with spreadsheet modeling, data mapping, and financial or operational reconciliation.
β’ Native-level fluency in AI technologies and significant experience utilizing AI tools like Claude in daily operations.
β’ Exceptional resilience, adaptability, and comfort within a fast-paced, high-growth startup environment.
β’ A proactive, empathetic, and customer-focused mindset with full personal accountability.
β’ Bonus: Experience in top-tier strategy consulting firms such as Bain, McKinsey, or BCG, or in high-growth technology sectors.
β’ Bonus: Knowledge of restaurant or retail technology, POS integrations, SQL, or Salesforce.
β’ An indefinite contract that encompasses all benefits mandated by the Colombian government, including a 13th-month salary, unemployment insurance, interest on unemployment insurance, healthcare services, pension, labor risk administration, and 15 vacation days for each year of service.
β’ 2 paid Family Days annually.
β’ 3 Paid Time Off (PTO) days each year.
β’ Paid birthday leave (valid only for clients who sign after June 9th, 2025).
β’ Private healthcare coverage with dental insurance for the employee and one dependent.
β’ Provision of a computer.
β’ Internet allowance.
β’ Membership in a Wellness Program.
Twin Health
Twin Health
H&R Block
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