Client Onboarding Specialist

hace 2 semanas


Rincón de San Felipe, México Tire Base Inc A tiempo completo

Tire Base Inc. is seeking a proactive, charismatic, and highly organized Onboarding Specialist to ensure our newly converted customers successfully adopt our software. You will guide them through the onboarding process, managing data migration, task coordination, and training while working closely with internal teams to guarantee a seamless experience. If you love problem-solving, process improvement, and helping businesses succeed, this role is for you

Please **watch this video from our CEO** explaining what the job requirements are:
**What You’ll Do**

Customer Relationship & Onboarding Management:

- Own and manage the **onboarding journey** for small to medium-sized businesses transitioning to Tire Base.
- Build relationships with key stakeholders, ensuring they **feel supported and confident** using the software.
- Lead **structured onboarding calls** and **product walkthroughs**, guiding customers step by step.
- Drive **customer engagement and product adoption** by addressing challenges proactively.
- Ensure customers complete their **onboarding checklist** on or before their **go-live date**.

**Data Migration & Task Coordination**:

- Work with **Excel spreadsheets** to facilitate customer **data migration** into the Tire Base platform.
- **Coordinate with data migration and support teams**, ensuring smooth transitions.
- Track and manage customer progress, ensuring all **tasks and activities are organized**.
- Provide **weekly updates** to customers, keeping them aligned with their onboarding plan.
- Transfer **open support tickets** to the **support team** once onboarding is successfully completed.

**Collaboration & Internal Coordination**:

- Partner with **accounting** to ensure all **setup fees and subscription costs** are paid before the **go-live date**.
- Work closely with **support, sales, and product teams** to provide feedback and enhance the onboarding experience.
- Identify **process improvements** to make onboarding **more efficient and seamless**.

**What You Bring**

✔ **Outstanding communication & listening skills** - You make customers feel heard and valued.
✔ **Organizational & project management skills** - You keep tasks, follow-ups, and priorities aligned.
✔ **Excel & project management software proficiency** - You are comfortable working with data.
✔ **Experience with customer onboarding & SaaS software (preferred)** - You understand adoption strategies.
✔ **Ability to manage multiple accounts** - You can juggle several customers at once and keep them on track.
✔ **Zoho Software experience** _(a plus but not required)_ - You are willing to learn new tools.
✔ **Problem-solving mindset & adaptability** - You find solutions and adjust strategies as needed.
✔ **Self-motivated, proactive, and empathetic** - You naturally take ownership and drive success.

**Why Join Us?**
- **Be a key part of a growing SaaS company** in the tire industry
- **Work closely with businesses and make an immediate impact**:

- **Opportunity to improve onboarding processes and shape the role**:

- **Hybrid work environment (Mexico or Chihuahua, MX preferred)**:

- **Competitive salary & benefits** package

Join us in transforming how tire businesses operate

Pay: $15,000.00 - $23,000.00 per month

Application Question(s):

- Have USA Travel Visa?

**Education**:

- Bachelor's (preferred)

**Experience**:

- Project Management: 1 year (preferred)

**Language**:

- English (required)

Work Location: Hybrid remote in 31203, Rincón de San Felipe, Chih.

Application Deadline: 18/02/2025
Expected Start Date: 17/02/2025



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