Client Onboarding Specialist

hace 2 meses


Monterrey, Nuevo León, México Vontier A tiempo completo

Job Overview

As a Client Onboarding Specialist at Vontier, you will play a pivotal role in ensuring a seamless integration experience for our customers. Your expertise will be crucial in configuring software systems and managing onboarding targets to meet our business objectives efficiently.

Key Responsibilities

  • Configure and customize software systems to align with client needs.
  • Oversee Service Level Onboarding targets, ensuring timely achievement of business goals.
  • Simultaneously manage onboarding processes for up to 10 small to medium-sized clients.
  • Assist in testing solutions, including remote connectivity, to guarantee successful onboarding.
  • Create and maintain comprehensive knowledgebase documentation for the department.
  • Act as a subject matter expert on application functionalities relevant to our industry and clientele.
  • Perform additional tasks as assigned by the Manager.

Background and Skills

  • Bachelor's degree or equivalent professional experience.
  • Proficiency in Microsoft Office Suite, including Outlook and PowerPoint.
  • Strong documentation and communication skills are essential.
  • Basic knowledge of SQL and advanced Excel skills (including Pivot tables, VLOOKUP, and Charts).
  • Demonstrated strong work ethic and interpersonal skills.
  • Ability to multitask while maintaining attention to detail and meeting deadlines.
  • Proficient in identifying, researching, and resolving technical issues promptly.
  • Capable of analyzing problems and escalating urgent matters to the development team lead.
  • Familiarity with web-based software and SaaS customer onboarding processes is required.
  • Excellent English communication skills, both written and verbal.
  • Experience in a dynamic team environment is essential.
  • Willingness and ability to learn new concepts and tools.

Preferred Qualifications

  • Experience in the Oil and Gas industry is advantageous.
  • Familiarity with Visio is a plus.
  • Knowledge of Underground Storage Tanks and associated systems is beneficial.
  • Understanding of Fuel Inventory Management and Environmental Compliance for Underground Storage Tanks is a plus.
  • Familiarity with Vontier's products and systems (e.g., IS360, Ingauge, Bitmapping, FMS) is advantageous.
  • Strong skills in a second language are beneficial.
  • Prior experience in conducting remote, web-based training is a plus.
  • Experience with international clients is advantageous.

Personal Traits

  • Quality First: Deliver accurate, complete, and timely work with uncompromised integrity.
  • Respect for People: Value diversity in experience, heritage, education, and gender.
  • Management by Fact: Utilize data to make informed, rational decisions.
  • Blameless: Focus on root-cause solutions and process improvements.
  • Teamwork: Collaborate effectively with customers, suppliers, and colleagues at all levels.
  • Sense of Urgency: Exhibit high energy and a proactive approach to resolving issues.


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