Customer Onboarding Specialist

Remote

About Our Client

Our client is a fast-growing field service software platform helping service businesses manage their day-to-day operations. They are looking for a Customer Onboarding Specialist to guide new clients through the setup process and serve as their go-to point of contact for follow-up product questions after setup.

About the Role

Our client is looking for a Customer Onboarding Specialist to run structured, confident onboarding calls that get customers set up and ready to operate independently within about an hour. You will be trained on a setup wizard with approximately 15 steps and expected to walk customers through it clearly and patiently every time.

This is a structured, repeatable role with a clear process and strong training provided. If you are a clear communicator, organized, comfortable on video calls, and take pride in leaving customers feeling confident and supported, this role is a strong fit.

Responsibilities

Customer Onboarding Calls




- Lead structured one-hour onboarding calls with new clients to walk them through the platform setup wizard step by step
- Ensure customers complete all required setup steps and leave the call ready to operate independently
- Communicate clearly and patiently with business owners and operators who may not be technical
- Keep calls focused, on time, and on track without losing the customer along the way

Post-Onboarding Product Support
- Respond to follow-up product questions from customers after their initial setup call
- Jump on additional calls when customers need help working through specific platform questions
- Track open customer issues and ensure every question is resolved fully before closing the loop

Process and Documentation
- Follow the established onboarding process consistently across every customer interaction
- Document customer feedback, common questions, and recurring issues to help improve the onboarding experience over time
- Maintain accurate re

📌 Customer Onboarding Specialist (Buenos Aires)
🏢 Hire Overseas
📍 Buenos Aires