Job Description:
• Serve as the primary contact for new clients during onboarding.
• Create a welcoming onboarding experience for clients.
• Build trusted relationships through proactive communication.
• Guide clients through onboarding requirements and expectations.
• Monitor onboarding milestones and deliverables.
• Maintain accurate client records in CRM and internal systems.
Requirements:
• Minimum 3+ years of experience in customer onboarding, customer success, or similar client-facing role.
• Exceptional customer service and relationship-building skills.
• Strong communication skills to engage with clients.
• Proven ability to manage multiple priorities while maintaining attention to detail.
• Experience using CRM platforms and Microsoft Office applications.
• English fluency required; Portuguese and/or Spanish is a plus.
Benefits:
• Health insurance
• 401(K) with company contribution
• Paid parental leave
• Paid bereavement leave
• Flexible working hours
• 20-days annual leave
• Medical, dental, and vision insurance
• Short-term and long-term disability insurance
• Ongoing training and development