Customer Onboarding Specialist

Posted about 1 month agoViewed

💎 Seniority level: Prior experience in onboarding customers on software

📍 Location: Colombia, Mexico, Argentina, Costa Rica, Peru, EST

🔍 Industry: Software

🏢 Company: Pavago

🗣️ Languages: English, Spanish

⏳ Experience: Prior experience in onboarding customers on software

🪄 Skills: Microsoft ExcelData managementCustomer support

Has prior experience in onboarding customers on software.
Fluent in both English and Spanish, with excellent communication skills to engage effectively with customers.
Experience with Slack, Notion, Microsoft Excel and Aircall.

Guide new users through the registration and payment process using our application, ensuring a seamless and positive experience.
Handle spreadsheets of tenant information, format the data to ensure compatibility with our application, and create yards and units as needed.
Provide ongoing support to existing customers, address inquiries, and troubleshoot issues to ensure a smooth experience.

Posted 5 months ago

📍 Philippines, Mexico

🔍 Staffing solutions

🔧 Requirements

Advanced proficiency in Excel and Google Sheets, including VLOOKUP, pivot tables, Index Match, and complex formulas.
Strong attention to detail with a focus on data accuracy and quality.
Experience in data cleaning, formatting, and preparation for system integration.
Ability to handle large data sets and spot discrepancies.
Excellent problem-solving skills and a proactive attitude.
Strong communication skills, both written and verbal.
Ability to work efficiently and manage multiple data-related tasks simultaneously.
Experience with data management platforms or systems is a plus.

💡 Responsibilities

Review, clean, and organize customer data in Excel/Google Sheets, ensuring consistency and accuracy.
Use functions such as VLOOKUP, Index Match, and formulas to prepare data for system import.
Identify missing information or formatting issues, communicate these with customers, and ensure corrections before data upload.
Collaborate with internal teams and customers to clarify data-related queries.
Assist in maintaining internal records, setting up accounts, and handling ongoing data maintenance.
Pull data for kickoff and reporting calls.
Contribute to process improvements for data onboarding.
Support in building presentation decks as needed.

Data AnalysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem Solving

Posted 5 months ago