OnBoarding Specialist (Remote)
Location
United States + 4 moreAll locations: United States, Colombia, Mexico, Nicaragua, Peru
Posted
5 days ago
Salary
Not specified
Job Description
This is a high-impact, customer-facing role where your goal is to bridge the gap between "signing up" and "finding success." You will lead rapid-fire, 30-minute technical setup sessions to ensure every trial user is configured for growth from day one. Management reserves the right to modify or update the job description at any time, and such changes may be made without prior notice. The job description does not constitute a contract of employment and is subject to managerial discretion.
- Lead Kick-off calls. Conduct back-to-back, 30-minute* Zoom sessions with customers who have just started their free trial.
- Guide users through the end-to-end account setup, including API integrations, tracking installations, and dashboard configuration.
- Clearly communicate the value of ClickGrow features while troubleshooting any immediate technical hurdles the user faces.
- Identify common friction points during the setup process and relay feedback to the product team to improve the self-serve experience.
- Review and verify available information
- Ensure utmost confidentiality while handling the Onboarding
- Ensure new clients have access to technical assistance to properly connect and set up their software
- Uphold all verification details on the ClickGrow dashboard by being diligent in reviewing client details and profiles
- Escalate fraud, suspicious activity, or terms of service violations to the appropriate team
- Adapt to evolving requirements, internal policies, and operations
- Based in Latin America (any country) to align with our primary time zones.
- Bilingual Proficiency (English C1/C2): Exceptional verbal and written English is non-negotiable. You must be comfortable leading technical conversations with the USA and global clients.
- Technical Aptitude: Experience with SaaS platforms, basic web technologies, or marketing technology (MarTech) stacks. You should be able to "talk shop" regarding integrations and account settings.
- Time Management Pro: Ability to manage a dense calendar of 30-minute sessions, staying energized and punctual throughout the day.
- Detail-oriented and structured thinking
- Two or more years of experience in a similar role is highly preferred
- Strong organizational skills. Being able to manage multiple client cases at once
- We do not outsource any of our fulfillment services.
- We offer a fully white-labeled dashboard that allows our users’ clients to log in and view their account progress.
- We offer educational and prospecting tools to help businesses generate growth and revenue.
- Competitive base pay and benefits package with exciting growth plans.
- A chance to work with professionals across various areas of expertise on a product loved by 30,000+ marketing agencies worldwide.
- 8 hours a day & 5 days a week working structure.
- A chance to learn & grow in a fast-paced environment, driving transformational growth for our brand.
Come join us on this journey; we're looking forward to meeting talented individuals like you.
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