Customer Onboarding Specialist (Bbs797)

Hire Overseas; Buenos Aires; On-site; ARS 90,595,000 - 135,892,000; Full time

Job summary

Hire Overseas is seeking a Customer Onboarding Specialist to guide new clients through the setup and ensure they operate independently after a concise onboarding session. You will be trained on a step-by-step wizard and support customers with clear, patient guidance.

This is a structured, repeatable role with strong training. If you communicate clearly, stay organized, and enjoy remote collaboration, this position is a strong fit for you.

Qualifications

• Proven experience in onboarding, account management, or customer success.
• Strong verbal and written English communication on calls.
• Comfortable leading structured video or phone calls with business owners.
• Organized and detail-oriented with strong follow-through on tasks.
• Self-directed and reliable in a fully remote environment.

Responsibilities

• Lead structured one-hour onboarding calls to walk clients through the platform setup.
• Ensure customers complete all setup steps and are ready to operate independently.
• Communicate clearly with non-technical business owners and operators.
• Keep calls on time and focused, guiding customers through the process without losing them.
• Respond to post-onboarding product questions and join additional calls as needed.
• Document feedback, common questions, and recurring issues to improve onboarding.
• Maintain accurate records of onboarding status and follow-up items for each account.

Skills

Onboarding

Account management

Customer success

English communication

Remote work

Video calls

Tools

CRM tools

Job description

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