• Single point of contact responsible for all communication between Lavu and the customer during the product onboarding process, from the close of the initial sale to go-live and handoff to Account Management. • Develop, execute and lead a project plan specific to the client, ensuring deadlines are met • Multi-task and manage a large portfolio of diverse merchants with different software and hardware requirements • Understand business priorities and how to prioritize customers based on their stage in the process • Develop an expert knowledge of Lavu’s product offering and be able to offer insight and entry level support as needed • Advocate on behalf of the customer, bringing a “Customer First” approach to the Onboarding Process • Advise on configurations and upsell customers on hardware and additional software • Work closely with our Sales, Payments, Fulfillment and Account Management teams to help facilitate a seamless onboarding experience.

Role Description We are looking for a strategic, high-energy Onboarding Manager to redefine the first 90 days of our customer journey. Currently, our onboarding process needs a visionary to strip it back and rebuild it for scale, efficiency, and world-class customer experience. Reporting directly to the Director of Customer Success, you will own the most critical phase of the lifecycle: the transition from "Sold" to "Successful." Your mission is to: - Slash Time-to-Value - Boost team morale through better workflows - Build a department that serves as the bedrock for long-term customer retention This role is 100% remote for US-based candidates. Qualifications - A proven track record of managing implementation or onboarding teams in a fast-paced environment (SaaS highly preferred) - Experience leading through change—successfully navigated a team through a pivot or a process overhaul - A deep understanding of the "Customer Success" philosophy and how the first 30/60/90 days dictate the lifetime value of a client - 3+ years in a leadership or management role within Onboarding, Implementation, or Customer Success Requirements - Process Optimization Experience: Evidence of a time you reduced onboarding friction or shortened implementation cycles - Stakeholder Management: Ability to navigate difficult conversations with Sales or Product teams to improve the customer experience Benefits - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Chance to work with the latest technology - A collaborative, high ownership culture - Opportunities for development and career growth Interview Process - Initial Screen (30min) - Wonderlic Assessment - Hiring Manager Interview (60min) - Cross-Collaboration Interview (30min) - Direct Report Interview (30min) - Case Study Presentation (45min) - Career Journey Interview (60min)

Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM the world’s premier hub for growth and excellence. 🌟 About our Client: Our client operates within the B2B SaaS space, offering software solutions tailored for wealth management professionals. They provide a platform that helps advisors streamline their daily workflows, optimize financial strategies, and ensure compliance, with a focus on delivering actionable data and seamless integrations. ✍ Short Description: We are seeking an Onboarding Specialist to lead product training for new and existing clients, ensuring they are equipped to use the platform effectively. This role involves designing and delivering structured onboarding sessions, tracking adoption metrics, and continuously refining training programs based on client feedback. You will also work closely with internal teams to ensure the training content is up to date and meets the needs of various client personas. 🌎 Location: 100% Remote (LATAM only) 🗣 Language Requirements: Advanced English (C1+) ⏰ Schedule: Full-time, aligned with EST 😀 Start Date: ASAP 💰 Compensation & Benefits: - Competitive salary in USD - Remote-first flexibility. Work from anywhere. - A monthly flexible benefits budget, in addition to your salary. - PTO and paid U.S. holidays 💼 Responsibilities: - Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features. - Design and refine training programs for different client personas, focusing on adoption and feature usage. - Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement. - Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides. - Identify opportunities for training program improvements based on adoption data and client feedback. 💡 Qualifications: - 3-5 years of experience in B2B SaaS customer training or customer education. - Proven ability to design and deliver structured training programs, adapting content to different audiences. - Experience using CRM tools such as HubSpot to track training progress and adoption. - Strong communication skills with the ability to present complex product features clearly. - Experience collaborating with cross-functional teams to refine training content and processes. 📩 If you meet the experience outlined above, we’d love to hear from you. Please apply—our team is excited about your application and will be in touch as soon as possible.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish. What you will do - Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform - Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference - Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners - Work closely with cross-functional teams on all internal and external operational matters - Provide excellent customer service while meeting goals of team including productivity, quality, and service quality What you will bring - Proven experience in roles that require critical thinking, including but not limited to, client operations, customer support, or education - Experience handling complex tasks while also meeting daily productivity goals - Strong communication skills, both written and verbal, emphasizing clarity and empathy - Detail-oriented with excellent organizational and problem-solving abilities What will set you apart - Ability to thrive in a fast-paced environment and adapt to changing priorities - Collaborative team player demonstrating strong interpersonal skills - Analytical thinker translating data into actionable insights - Adaptability and a proactive approach to embracing new challenges - Ability to learn and navigate through new systems ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $50,300.00 - $69,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-26-2026 Want the latest money news and views shaping how we live, work and play? 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