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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• Conduct kick-off meetings with new clients to understand their objectives, needs, and challenges • Plan and execute the onboarding process according to each client's ideal journey • Support initial setup of the contracted platform or service • Deliver training and enablement sessions for key users • Monitor onboarding success metrics, such as average activation time, NPS, and activation rate • Serve as the liaison between the client and internal teams (sales, support, operations, and finance), ensuring clear and consistent communication • Identify churn risks and expansion opportunities from the earliest interactions • Ensure clients complete onboarding with autonomy, satisfaction, and clear next steps

• Lead Kick-off calls • Conduct back-to-back, 30-minute* Zoom sessions with customers who have just started their free trial • Guide users through the end-to-end account setup, including API integrations, tracking installations, and dashboard configuration • Clearly communicate the value of ClickGrow features while troubleshooting any immediate technical hurdles the user faces • Identify common friction points during the setup process and relay feedback to the product team to improve the self-serve experience • Uphold all verification details on the ClickGrow dashboard by being diligent in reviewing client details and profiles