Senior Client Onboarding Expert

hace 10 horas


Ciudad de México, Ciudad de México AgileEngine A tiempo completo

We are seeking a highly skilled Senior Client Onboarding Specialist to join our team in Mexico City, Mexico.

As a Senior Client Onboarding Specialist, you will be responsible for facilitating the onboarding process for new contractors, guiding them through established procedures, and ensuring their success. You will maintain close communication with clients and contractors to ensure performance expectations are met and value is delivered.

Key responsibilities include:

  • Client and Contractor Onboarding: Facilitate the onboarding process for new contractors, guiding them through established procedures and ensuring their success.
  • Follow-Up and Value Assurance: Maintain close communication with clients and contractors to ensure performance expectations are met and value is delivered.
  • Issue Resolution: Act as the primary point of contact for any onboarding issues, working quickly to resolve concerns and keep processes on track.
  • Communication and Documentation: Communicate effectively, ensuring that all interactions are clear, professional, and supportive of client needs. Document onboarding steps and maintain records to track progress and success.
  • Plan Presentation: Develop and present onboarding plans tailored to each client's needs and ensure alignment with project goals.
  • Survey Distribution: Send and manage follow-up surveys to clients, gathering valuable feedback to improve future onboarding experiences.

Requirements:

  • Strong Communication Skills: Excellent verbal and written skills, with the ability to communicate clearly and professionally with both clients and contractors.
  • Customer Service Orientation: A client-first attitude with a commitment to providing a positive and supportive onboarding experience.
  • Responsiveness and Reliability: Punctuality, responsiveness, and follow-through are essential in this role.
  • Attention to Detail: Highly organized with a keen eye for detail, ensuring accuracy in documentation and onboarding tasks.
  • Experience with Onboarding Strategies: Prior experience developing and presenting onboarding plans.
  • Multitasking Ability: Capable of managing multiple onboarding tasks and tracking progress across various projects.
  • Technical Proficiency: Familiarity with tools such as Google Sheets, Slack, Asana, and other onboarding-related software.
  • Upper-intermediate English level.

The benefits of joining us:

  • Professional growth
  • Competitive compensation
  • A selection of exciting projects
  • Flextime


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