Customer Onboarding Specialist

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Set up new customer accounts for a successful launch by configuring company logos, agreements, pricing, and other essential details.

• Assist customers through the onboarding process via phone and email, arrange and conduct on-camera virtual onboarding meetings, and offer follow-up support.

• Facilitate engaging virtual training sessions to enhance software understanding, confidence, and adoption among users.

• Oversee scheduled onboarding sessions and independent account setup tasks while adhering to timelines and ensuring accuracy.

• Foster strong customer relationships by building rapport, listening to their needs, and delivering a positive onboarding experience.

• Recognize customer needs and opportunities for introducing additional features or modules.

• Take ownership of the onboarding experience, proactively tackle challenges, and coordinate with internal teams when assistance is required.

• Deliver customer support via phone, chat, and email while meticulously documenting interactions, progress, and next steps.

• Keep precise internal records and communicate account setup, onboarding progress, outstanding requirements, and customer concerns to team members.

⛳️ Requirements

• A minimum of 2 years of experience in Customer Service, Customer Success, Customer Onboarding, or Account Management.

• Excellent presentation and interpersonal skills, with the capability to confidently engage and educate customers in a virtual setting.

• Proficient in English with strong verbal and written communication abilities, including conducting live customer training and interacting with English-speaking clients via phone, video, and email.

• High attention to detail and accuracy when configuring customer accounts and completing setup tasks.

• Outstanding time management and organizational skills to effectively balance scheduled customer meetings, account setups, and follow-up obligations.

• Comfortable with technology, including both desktop and mobile software.

• Ability to adhere to established processes while maintaining a natural, conversational style when communicating with customers.

• Self-motivated with the capability to work independently while effectively collaborating within a team.

• Strong problem-solving skills and a willingness to take ownership of issues and pursue resolutions.

• Excellent listening skills with the ability to comprehend customer needs and translate them into actionable next steps.

• Reliable and dedicated to consistent attendance, productivity, and performance excellence.

• Experience working with global and/or US-based business teams.

• A quiet workspace is required.

• An internet connection with a minimum of 30 Mbps download and 10 Mbps upload speed.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible work schedule and remote work options.

• Comprehensive health benefits and wellness programs.

• Engaging team culture with regular team-building activities.