Self Service Implementation Specialist - Freelance Project

Meridial; Chile; Presencial; CLP 6.233.199 - 8.877.586; A tiempo parcial

Descripción de la vacante

Meridial is looking for a Self Service Implementation Specialist for a freelance project based in Chile. This role supports clients during onboarding by providing high-quality guidance and timely responses to inquiries.

The ideal candidate will have experience in client support and project coordination, with strong communication skills. Compensation is $6 per hour for 40-50 hours per week, with a schedule of 9am-6pm US-ET.

Formación

• Experience in client support or project coordination roles.
• Ability to deliver reliable service in a high-volume support environment.
• Strong communication skills under time-sensitive conditions.

Responsabilidades

• Support Self Service Plan Sponsors during onboarding.
• Provide timely and high-quality responses to client inquiries.
• Guide clients through the onboarding process and monitor progress.

Conocimientos

Client support experience

Project coordination skills

Strong communication skills

Ability to follow standardized processes

Experience with Jira

Experience with Salesforce

Experience with Google Workspace

Ability to learn systems quickly

Descripción del empleo

Self Service Implementation Specialist - Freelance Project

Chile

Self-Service Implementation Agent

Project Overview

This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.

Key Responsibilities

• Supporting Self Service Plan Sponsors as they onboard to our client’s platform
• Provide timely, accurate, and high-quality responses to Self Service client inquiries, recognizing that speed and reliability of service are non-negotiable expectations of the role
• Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
• Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
• Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
• Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
• Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements

Required Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles
• Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
• Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
• Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace; ability to follow and reinforce standardized processes
• Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
• Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements

Preferred Qualifications

• Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
• Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
• General knowledge of ERISA and retirement plan compliance concepts
• Experience with compliance or recordkeeping systems

Hours

40-50 hours per week

Schedule

9am-6pm US-ET

Compensation

$6 per hour