Client OnBoarding Specialist (Remote)

Profile: Onboarding Specialist
Location: Latin America (Remote/Work from Home)
Shift: 9 am to 5:30 pm EST
CV: Kindly share the English version of the CV.

• 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 opportunities to enhance the client’s experience by recommending relevant product upgrades, add-ons, or higher-tier plans that align with their business goals.
• Identify common friction points during the setup process and relay feedback to the product team to improve the self-serve experience.
• 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
• Ensure utmost confidentiality while handling onboarding and 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
  
  
  

• 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.