Onboarding & Implementation Specialist
New
100% remote work from anywhere in LATAMFull-TimeMiddle
Salary2,500 - 3,000 USD per month
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Job Details
- Experience
- 4–5 years
- Required Skills
- Project ManagementTrainingCRMCustomer SuccessSaaSHubSpot
Requirements
- 4–5 years of experience in customer onboarding, implementation, customer success, or account management
- Strong organizational and multitasking abilities
- Excellent written and verbal communication skills
- High attention to detail and strong follow-through
- Ability to confidently lead virtual meetings and training sessions
- Strong problem-solving and adaptability mindset
- Experience using CRM systems, spreadsheets, and project management tools
- Familiarity with HubSpot, Monday.com, or similar platforms
- Experience in SaaS, fintech, lending, or home improvement industries
Responsibilities
- Lead kickoff calls with newly onboarded clients to define timelines, expectations, and launch plans
- Coordinate onboarding activities and proactively identify and resolve potential blockers
- Maintain accurate records of onboarding progress using CRM and project management tools such as HubSpot and Monday.com
- Conduct virtual training sessions for administrative and sales teams on platform usage and financing workflows
- Provide ongoing customer support throughout the implementation phase
- Configure lender settings, applications, and account setups within the platform
- Create user accounts and ensure full system readiness prior to launch
- Communicate regularly with clients via email, phone, and video calls regarding progress and requirements
- Track and follow up on required documentation and lender stipulations
- Collaborate with internal teams to ensure successful and timely customer launches
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