Senior Onboarding Consultant

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

📋 Description

• Provide an exceptional customer onboarding experience.

• Manage the onboarding process from initial kick-off through to project completion.

• Identify customer needs and business goals.

• Utilize knowledge of the Docusign platform to pinpoint areas for improvement.

• Analyze existing customer workflows to find optimization opportunities.

• Conduct customer-facing interactions via a mix of Zoom calls, phone calls, and emails.

• Adhere to a structured playbook and utilize necessary tools to monitor customer onboarding.

• Communicate with customers through both verbal and written channels.

• Assist customers in building and testing their use cases.

• Empower customers to be self-sufficient after their implementation.

• Proactively address risks to ensure timely project execution.

• Handle a high volume of projects and keep relevant notes up to date.

• Stay informed and continually enhance knowledge of the latest product features.

• Contribute to the advancement and development of the Customer Onboarding program.

• Collaborate with customers across both North America and Latin America.

⛳️ Requirements

• Bachelor’s Degree.

• Over 5 years of experience in customer service within the Software as a Service sector.

• Proficient in written and spoken English at a business level.

• Fluent or native proficiency in Portuguese and Spanish.

• Background in customer-facing roles such as advisory, support, or consulting delivery.

🏝️ Benefits

• Accommodation.

• Reasonable accommodations for qualified individuals with disabilities.