Onboarding Account Manager – Growth & Retention

Solera; Ciudad de México; Hybrid; MXN 300,000 - 420,000; Full time

Job summary

Solera Corporation, in Mexico City, is seeking a Junior Account Manager focused on onboarding. You will manage a portfolio of new customers through a structured onboarding journey, ensuring timely engagement and progress through stages while aiming for strong early retention and product adoption.

You will coordinate trainings, track case status, and identify expansion opportunities by embedding growth questions in conversations.

Qualifications

• Experience in customer-facing roles in onboarding or success (Mexico a plus).
• Strong communication and relationship-building skills.
• Ability to manage ongoing onboarding milestones and timelines.
• Experience identifying growth opportunities with customers.
• Fluent in English and Spanish preferred.

Responsibilities

• Manage a portfolio of newly sold customers through onboarding, ensuring timely engagement and clear progression through onboarding stages.
• Drive early retention outcomes, supporting customers during the first post-sale period with proactive follow-up, guidance, and issue resolution.
• Deliver and/or coordinate customer training experiences; contribute to a consistent cadence of trainings as part of the onboarding operating model.
• Use defined onboarding completion criteria and case status tracking to create transparency, accountability, and clean handoff readiness.
• Embed growth discovery questions into onboarding conversations to understand customer needs and identify expansion opportunities early.
• Support revenue growth initiatives tied to onboarding (e.g., cross-sell/upsell motions and targeted customer segments).
• Maintain accurate activity, customer status, and outcomes in CRM tools and follow documented workflows to ensure a scalable, repeatable onboarding experience.
• Partner closely with internal stakeholders to resolve onboarding barriers and improve customer experience through process improvement and automation-friendly practices.

Skills

Customer-facing

Onboarding

Account management

Communication

Bilingual English/Spanish

CRM tools (Salesforce)

Cross-sell / upsell mindset

Training coordination

Tools

Salesforce

Microsoft Office

Job description

Solera Corporation, in Mexico City, is seeking a Junior Account Manager focused on onboarding. You will manage a portfolio of new customers through a structured onboarding journey, ensuring timely engagement and progress through stages while aiming for strong early retention and product adoption.

You will coordinate trainings, track case status, and identify expansion opportunities by embedding growth questions in conversations.