Client Onboarding Specialist

hace 6 días


Monterrey, Nuevo León, México Vontier A tiempo completo

Job Overview

As a pivotal member of our team, the Onboarding Consultant will play a crucial role in ensuring a seamless integration experience for our clients. This position requires a blend of technical acumen and interpersonal skills to facilitate effective onboarding processes.

Key Responsibilities

  • Configure and optimize software systems to meet client needs.
  • Oversee onboarding targets to align with business goals, focusing on efficient revenue generation.
  • Manage multiple onboarding projects simultaneously, typically up to ten clients at a time.
  • Support testing of solutions, including remote connectivity, to guarantee successful onboarding outcomes.
  • Create and maintain comprehensive knowledgebase documentation for internal use.
  • Act as a subject matter expert on application functionalities relevant to our industry and clientele.
  • Perform additional tasks as directed by management.

Background and Skills

  • A Bachelor's degree or equivalent professional experience is required.
  • Proficiency in Microsoft Office Suite, including Outlook and PowerPoint.
  • Strong documentation and reporting skills are essential.
  • Basic knowledge of SQL and advanced Excel skills (including Pivot tables, VLOOKUP, and Charts) are necessary.
  • Demonstrated strong work ethic and interpersonal skills.
  • Ability to manage multiple tasks with a keen attention to detail and deadlines.
  • Proficient in identifying, researching, and resolving technical issues promptly.
  • Capacity to analyze problems and escalate urgent matters to the development team lead.
  • Familiarity with web-based software and SaaS onboarding processes is required.
  • Excellent English communication skills, both written and verbal, are mandatory.
  • Experience in a dynamic team environment is essential.
  • A willingness and ability to learn new concepts and technologies is required.

Preferred Qualifications

  • Experience in the Oil and Gas industry is advantageous.
  • Familiarity with Visio is a plus.
  • Knowledge of underground storage tanks and related systems is beneficial.
  • Understanding of fuel inventory management practices is a plus.
  • Awareness of environmental compliance for underground storage tanks is desirable.
  • Familiarity with Vontier's products and systems is an asset.
  • Proficiency in a second language is advantageous.
  • Previous experience in conducting remote, web-based training is a plus.
  • Experience with international clients is beneficial.

Personal Traits

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


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