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 records of onboarding status and follow-up items for each account What We're Looking For - Proven experience in customer onboarding, account management, customer success, or a similar client-facing role - Strong verbal and written English communication skills with a clear, patient, and professional tone on calls - Comfortable leading structured video or phone calls with business owners and operators - Organized and detail-oriented with strong follow-through on open customer questions and tasks - Quick learner who can become confident and fluent with a new software platform after training - Self-directed and reliable in a fully remote environment Nice to Have - Experience onboarding customers onto a SaaS platform or business software product - Background in field service, dispatch, lawn care, pool service, or similar industries - Experience supporting small or medium-sized business clients - Familiarity with CRM or customer success tools for tracking accounts and follow-ups Work Schedule - 100% remote setup so you can work wherever you're most productive - This position operates on a full-time basis, with dedicated hours to ensure alignment with the team and delivery of quality work - Availability during US business hours is required Compensation & Time Off - Compensation paid in USD - Paid bi-monthly on the 15th and 30th - Paid Time Off according to company policy - Holidays observed according to company guidelines

📌 Customer Onboarding Specialist (Bbs797) (Buenos Aires)
🏢 Hire Overseas
📍 Buenos Aires