Freight Onboarding & Client Success Specialist

Talento

Medellín

On-site

COP 138,664,000 - 217,901,000

Full time

2 days ago
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Job summary

Talento is seeking an Onboarding & Support Specialist to guide newly approved customers through onboarding, help them launch on our platform, and support first funded transactions. You will coordinate with internal teams and maintain CRM records to ensure a seamless experience.

You will work in a client-facing role requiring fluent English and Spanish and a strong understanding of U.S. freight brokerage operations. This role includes training, calls, and ongoing customer success activities.

Qualifications

  • Experience in the U.S. freight brokerage onboarding process
  • Fluent in English and Spanish (verbal and written)
  • Strong organizational skills with multi-account management
  • Knowledge of brokerage operations and carrier onboarding

Responsibilities

  • Manage client onboarding from approval through first funding
  • Train clients on platform setup and transaction processing
  • Coordinate with Operations, Risk, Underwriting, Integrations, and Development
  • Monitor first transactions to ensure funding
  • Support debtor verification and NOA processes
  • Maintain CRM records and onboarding status updates
  • Provide customer support via phone and email
  • Re-engage inactive accounts and identify success opportunities

Skills

Bilingual English/Spanish
Freight brokerage experience
Client onboarding
CRM management
Phone & email support

Tools

CRM systems

Job description

Talento is seeking an Onboarding & Support Specialist to guide newly approved customers through onboarding, help them launch on our platform, and support first funded transactions. You will coordinate with internal teams and maintain CRM records to ensure a seamless experience.

You will work in a client-facing role requiring fluent English and Spanish and a strong understanding of U.S. freight brokerage operations. This role includes training, calls, and ongoing customer success activities.

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