Client Onboarding Specialist - LATAM

Veta Virtual; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join a leading company revolutionizing client communication as a Client Onboarding Specialist. You'll guide new clients through the onboarding process, ensuring a smooth implementation and exceptional service from day one. With opportunities for career growth and a supportive work environment, your contributions will directly impact client satisfaction and long-term success.

Benefits

Competitive performance-based bonuses

Career growth opportunities

15 paid vacation days per year

Unlimited unpaid time-off policy

Ongoing learning and development

Company-wide events and team-building activities

Qualifications

• 3+ years of experience in client success, onboarding, customer service, or account management.
• Experience in a B2B environment supporting business clients.
• Comfortable facilitating live onboarding sessions via video conferencing.

Responsibilities

• Manage the onboarding process for new clients to ensure they are fully integrated.
• Act as the primary contact during onboarding and address any client concerns.
• Collaborate with cross-functional teams to enhance service delivery.

Skills

Strong problem-solving skills

Excellent communication skills

Technical proficiency in CRM tools

Adaptability

Education

Bachelor’s degree in Business, Communications, Customer Experience

Tools

HubSpot

Zapier

Job description

Be Part of Something Amazing at Veta Virtual!

At Veta Virtual, we’re not just a service provider – we’re revolutionizing the way businesses connect with their customers! Specializing in seamless communication solutions, we ensure businesses of all sizes provide exceptional service from the very first interaction.

Now, we’re looking for a Client Onboarding Specialist to guide our clients through a smooth and stress-free implementation process, ensuring they feel confident and supported from day one.

Key Responsibilities:

As a Client Onboarding Specialist at Veta Virtual, you will be the bridge between new clients and long-term success. You will:

• Lead the onboarding process for new clients, ensuring they are fully set up and integrated within their first 60 days.
• Manage client setup in our CRM and contact center software, create client scripts, build booking and intake forms using Calendly and Jotform, and implement no-code automations with Zapier.
• Act as the primary point of contact during onboarding, setting expectations and addressing any client concerns.
• Diagnose and resolve any challenges that arise during the implementation process to ensure client satisfaction.
• Communicate operational changes to the internal team and relay long-term product improvements to the product team.
• Continuously optimize the onboarding experience by improving workflows, processes, and documentation.
• Maintain and update onboarding materials, preparing for future team growth.
• Collaborate with cross-functional teams including Sales, Operations, and Technology to enhance overall service delivery.
• Contribute to knowledge-sharing by creating support articles and training materials.

Skills & Qualifications:

• Bachelor’s degree in Business, Communications, Customer Experience, or a related field.
• 3+ years of experience in client success, client onboarding, customer service or account management.
• Experience working with business clients in a B2B environment.
• 3+ years of experience with HubSpot or other CRM tools.
• 2+ years of experience with No Code applications such as Zapier.
• Strong problem-solving skills with the ability to analyze client needs and create tailored solutions.
• Excellent communication skills, with the ability to explain complex concepts clearly and simply.
• Comfortable facilitating live onboarding sessions via Zoom and managing client interactions professionally.
• Experience in SaaS, technology, professional services, or virtual receptionist industries is a plus.
• Highly adaptable with a process-driven mindset and strong attention to detail.
• Technical proficiency in CRM tools, ticketing systems, and cloud-based communication platforms.

What We Offer:

At Veta Virtual, we believe in supporting our team members as much as our clients. When you join us, you’ll enjoy:

• A competitive salary of $2,800 to $3,200 USD per month, based on experience.
• Competitive performance-based bonuses.
• Career growth opportunities, with the ability to advance into leadership or specialized roles.
• Ongoing learning and development, including training programs, workshops, and courses.
• Recognition for exceptional performance, with regular feedback sessions and tailored career development plans.
• 15 paid vacation days per year, plus an unlimited unpaid time-off policy.
• Company-wide events and team-building activities hosted by our Culture Committee.

Our Values:

At Veta Virtual, our core values drive everything we do:

• Growth Mindset: We believe that abilities can grow with dedication and effort.
• Fearless Integrity: We act with honesty and transparency, even when it’s tough.
• Execution Excellence: We aim for the highest level of quality in everything we do.
• Compassionate Connection: We build meaningful relationships based on empathy and respect.
• Reliability and Trust: We are dependable, and our team can always count on us.

During the interview, we’ll ask you to share how you live out these values in your work – so come prepared!

Join Veta Virtual as a Client Onboarding Specialist and play a crucial role in delivering exceptional client experiences. Apply now to be part of our growing team!