Onboarding Specialist

VORTAL | Powered by Hubexo; Lisboa; On-site; EUR 30,000 - 40,000; Full time

Job summary

A leading e-Sourcing and e-Procurement provider in Lisbon is seeking an Onboarding Specialist to guide new clients through their initial setup and training on the platform. This role involves conducting webinars, configuring client accounts, and collaborating with the Customer Success team. Candidates should possess strong communication skills, a customer-centric mindset, and preferably a degree in Management or Marketing. Fluency in Portuguese and English is required, while Spanish is a plus.

Qualifications

• Up to 2–3 years of experience in onboarding or customer support.
• Experience conducting online training (webinars) highly valued.
• Previous exposure to SaaS, B2B services or digital transformation tools is a plus.

Responsibilities

• Serve as primary contact during onboarding phase.
• Configure initial settings on the VORTAL platform.
• Conduct weekly online training sessions for clients.

Skills

Strong communication and presentation skills

Customer-centric mindset

Organized and proactive

Fluent in Portuguese and English

Commercial awareness

Education

Bachelor’s degree in Management, Marketing, Communication Sciences or related field

Tools

CRM tools

Job description

As an Onboarding Specialist, you will be the first point of contact for companies joining VORTAL’s services for the first time. Your mission is to ensure that new clients have all initial configurations correctly set up in the platform so they can fully benefit from the contracted service.

You will also be responsible for delivering weekly webinar training sessions, guiding users through the platform’s functionalities and ensuring they feel confident and autonomous. A commercial mindset is valued, as you will be expected to identify opportunities to enhance client engagement and support VORTAL’s service adoption.

What will you do:

• Serve as the primary contact point for new clients during the onboarding phase.
• Configure initial settings on the VORTAL platform according to the contracted service.
• Conduct weekly online training sessions (webinars) to educate clients on platform usage and best practices.
• Ensure a smooth onboarding experience that promotes customer satisfaction and early engagement.
• Provide clear guidance and support to help clients adopt the platform efficiently.
• Collaborate with Customer Success and Commercial teams to identify opportunities for service adoption or additional needs.
• Maintain accurate onboarding records and client interactions in CRM tools.
• Gather early customer feedback to support continuous improvements in onboarding processes and platform features.

What we are looking for:

Education & Experience

• Up to 2–3 years of experience in onboarding, customer support/training, customer success, or similar client‑facing roles.
• Experience conducting online training sessions (webinars) is highly valued.
• Previous exposure to SaaS, B2B services, procurement platforms or digital transformation tools is a plus.
• Bachelor’s degree in Management, Marketing, Communication Sciences or a related field (preferred).
• Strong communication and presentation skills, comfortable speaking to diverse audiences.
• Customer‑centric mindset with the ability to explain workflows and guide clients clearly.
• Commercial awareness, with the ability to identify client needs and suggest additional services when relevant.
• Organized, proactive and capable of managing multiple onboarding projects simultaneously.
• Problem‑solver with a pragmatic and analytical approach.
• Fluent in Portuguese and English (both required).
• Spanish language skills are valued.
• Quick learner, adaptable and motivated to help clients thrive within the platform.

VORTAL is a leading e‑Sourcing and e‑Procurement solutions provider connecting thousands of public and private buyers with an international community of qualified suppliers worldwide.

With offices in Lisbon, Madrid and Vigo, VORTAL supports clients in their digital transformation journey through modular solutions and an extensive range of services. We help buyers gain efficiency, reduce risks and increase transparency, while suppliers benefit from new business opportunities, higher competitiveness and access to market intelligence.

Seniority level

Associate

Muito Español?

Employment type

Full‑time

Job function

• Customer Service
• Information Technology
• Marketing

Industries

• Information Technology & Services
• IT Services and IT Consulting