Self-Service Onboarding Specialist

Agency; Colombia; On-site; COP 22,293,000 - 31,210,000; Full time

Job summary

Agency is seeking a Self-Service Implementation Agent to support plan sponsors during onboarding, focusing on rapid responses, clarifications, and blocker escalation. The role emphasizes clear timelines and reliable service in a fast-paced environment.

The candidate will handle onboarding questions, work with Jira/Salesforce/Google Workspace, and help clients understand required actions to complete milestones.

Qualifications

• Experience in client support, project coordination, or cross-functional collaboration roles.
• Demonstrated ability to deliver prompt, reliable service in a high-volume support environment.
• Strong communication skills with time-sensitive guidance.
• Experience using Jira, Salesforce, and Google Workspace; follow standardized processes.
• Aptitude for learning new systems quickly and applying them in client service scenarios.
• Willingness to learn retirement plan fundamentals and onboarding workflows.

Responsibilities

• Respond to Self Service inquiries quickly with accurate information.
• Guide clients through onboarding paths with timely support and clear timelines.
• Monitor multiple onboarding efforts, identify blockers, and escalate as needed.
• Communicate onboarding expectations and progress to internal and external stakeholders.
• Support onboarding education and explain tools, workflows, and requirements.

Skills

Client support

Project coordination

Cross-functional collaboration

Communication

Learning new systems

Tools

Jira

Salesforce

Google Workspace

Job description

Agency is seeking a Self-Service Implementation Agent to support plan sponsors during onboarding, focusing on rapid responses, clarifications, and blocker escalation. The role emphasizes clear timelines and reliable service in a fast-paced environment.

The candidate will handle onboarding questions, work with Jira/Salesforce/Google Workspace, and help clients understand required actions to complete milestones.