* By applying to this position, we’ll create your Simera Professional Key (SPK) — a unique key that helps you connect with employers, stand out, and secure the right match.
Customer Support & Onboarding Specialist ES - Interfell (Remote)
Location
Colombia
Posted
41 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Customer Support & Onboarding Specialist ES - Interfell (Remote)
Simera
El Customer Support & Onboarding Specialist es responsable de acompañar a los clientes durante su proceso de implementación y adopción de la plataforma, brindando soporte continuo y asegurando una experiencia positiva. Este rol contribuye a la satisfacción del cliente, la retención y el uso efectivo del producto. Responsabilidades - Guiar a nuevos clientes durante el proceso de onboarding - Realizar sesiones de capacitación sobre la plataforma - Acompañar la adopción y uso de funcionalidades - Brindar soporte a consultas y requerimientos de usuarios - Identificar problemas y escalar casos técnicos cuando sea necesario - Monitorear el uso de la plataforma y contactar usuarios proactivamente - Crear y actualizar documentación, FAQs y materiales de capacitación - Recopilar feedback de clientes y reportar oportunidades de mejora - Mantener registros de interacción con clientes - Colaborar con equipos de producto, ventas y customer success - Apoyar la optimización de procesos de soporte y onboarding Requisitos - Experiencia en soporte al cliente, onboarding o customer success - Experiencia trabajando con plataformas SaaS (deseable) - Habilidades de comunicación verbal y escrita - Capacidad para explicar conceptos técnicos de forma sencilla - Manejo de herramientas digitales y software - Orientación al cliente y resolución de problemas - Capacidad de organización y seguimiento Deseable - Experiencia en entornos B2B - Experiencia creando material de capacitación - Familiaridad con herramientas de colaboración remota - Conocimiento básico de análisis de uso o métricas de producto - Portugués intermedio (plus) Habilidades blandas - Proactividad - Empatía con el cliente - Comunicación efectiva - Resolución de problemas - Autogestión - Trabajo en equipo - Orientación a resultados - Adaptabilidad *Al postularte a esta posición, crearemos tu Simera Professional Key (SPK) — una clave única que te ayuda a conectarte con empleadores, destacar y asegurar la oportunidad adecuada. ✨
Related Guides
Related Job Pages
More Onboarding Specialist Jobs
• Advocate for restaurant owners so that they maintain ownership of their mobile app or online presence • Coach and educate restaurant owners on the best practices for their online ordering setup, backed by statistics and rigorous SEO testing by our product team. • Work on projects and initiatives that improve our internal processes • Impact the Owner platform design by providing relevant product feedback to our engineering team • Partner and collaborate successfully with cross-functional teams
• Advocate for restaurant owners so that they maintain ownership of their mobile app or online presence • Coach and educate restaurant owners on the best practices for their online ordering setup, backed by statistics and rigorous SEO testing by our product team. • Work on projects and initiatives that improve our internal processes • Impact the Owner platform design by providing relevant product feedback to our engineering team • Partner and collaborate successfully with cross-functional teams
Onboarding Specialist Location: Columbus, GA or Atlanta, GA preferred. Open to Remote We are looking for an Onboarding Specialist to guide new SMB customers through a structured, high-quality onboarding experience that enables successful adoption, early value realization, and a smooth transition into ongoing support and success models. This role operates within the Professional Services & Onboarding organization and plays a critical role in setting the foundation for long-term customer outcomes. The Onboarding Specialist partners closely with Product, Customer Success, Support, PMO, and Performance Insights—executing standardized onboarding engagements that drive adoption and long-term customer success. What you'll do: Customer Onboarding & Adoption - Execute standardized onboarding engagements aligned to defined onboarding frameworks, timelines, and scope - Guide customers through setup, configuration, and orientation activities to ensure readiness and adoption - Deliver training and enablement resources tailored to customer needs and maturity - Identify onboarding risks, escalate issues appropriately, and support resolution to maintain delivery momentum Delivery Execution & Coordination - Track onboarding progress against milestones, timelines, and success criteria - Maintain accurate onboarding documentation, customer notes, and delivery artifacts throughout the engagement lifecycle - Collaborate cross-functionally to ensure smooth handoffs to Customer Success or Support teams - Operate within PMO governance frameworks, delivery standards, and Performance Insights reporting models Continuous Improvement & Enablement - Contribute to the documentation and refinement of onboarding processes, templates, and best practices - Participate in feedback loops to improve onboarding quality, consistency, and efficiency - Support adoption of new tools, methodologies, and operating standards introduced by the organization AI-Enabled & Data-Driven Ways of Working - Leverage approved AI tools and automation to improve onboarding efficiency, quality, and consistency - Use data, dashboards, and AI-supported insights to monitor onboarding health, identify risks early, and inform next steps - Continuously build AI literacy and apply AI-enabled practices as part of day-to-day delivery - Contribute to a culture of continuous improvement by identifying opportunities to streamline and enhance onboarding workflows What you'll bring: - Experience supporting SaaS onboarding, implementation, or customer enablement engagements - Strong customer-facing communication, facilitation, and training skills - Ability to manage multiple onboarding engagements with accountability and attention to detail - Comfort working within structured delivery frameworks and onboarding plans - Ability to document requirements, configurations, and processes clearly and accurately - Familiarity with onboarding methodologies, tools, and delivery frameworks - Comfort working with data, dashboards, and structured processes - Organized, proactive, and execution-focused with strong follow-through - Customer-centric and adaptable in dynamic environments - Ownership-oriented, proactive, and accountable - Collaborative team player aligned to shared outcomes and delivery standards - Analytical and problem-solving skills with a focus on customer outcomes - Proficient with Windows, Microsoft Office, and Adobe Acrobat applications - Excellent written and oral communication skills Why This Role: - Serve as a key delivery contact during a critical phase of the customer journey, setting the foundation for long-term success - Work at the intersection of technology, operations, and customer experience in a fast-paced SMB environment - Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact - Contribute directly to measurable outcomes—customer satisfaction (CSAT), onboarding cycle time, and early adoption—that matter to the business - Own individual OKRs aligned to executive and functional priorities, with measurable outcomes tracked throughout the year The Company offers a comprehensive employee benefits program, including: - Medical, dental, and vision insurance options - 100% Employer paid short/long term disability - Basic Life - 401(k) option with 100% company match up to 4% - Non-Exempt employees have a generous accrual policy - 10 sick days annually - 10 company paid holidays - 6 weeks paid parental leave Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more. Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities. Interview Process & Expectations Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews. To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication. CCPA Disclosure Notice: Click Here
Agent Onboarding Specialist (GHL Experience) – Virtual Assistant
Virtual RockstarOur partner’s mission is to guide their community toward an active, independent lifestyle. Their team is built on values that shape everything they do: Humble Confidence – Knowing your talents and successes without needing to shout them Integrity – Doing the right thing with sincerity and strong moral principles Exceeding Expectations – Striving for growth, never settling for the status quo Contagious Positivity – Bringing energy and joy to every interaction Extreme Ownership – Taking responsibility without excuses, for yourself and your team
This is a remote position. Virtual Rockstar is looking for a proactive, organized, and tech-savvy Agent Onboarding Specialist to join our client’s team. This role is perfect for someone who loves guiding others, thrives in a fast-paced environment, and takes pride in delivering an excellent onboarding experience. You’ll be the first point of contact for new agents, walking them through setup, training, and compliance so they feel confident and supported from day one. Beyond onboarding, you’ll also help with training sessions, answering agent questions, and collaborating with the Agent Experience team to make sure every agent feels set up for success. About the Company Our client is a well-established technology and marketing firm in the financial services industry. They specialize in supporting independent professionals with the tools, resources, and training needed to grow their businesses. With a focus on innovation, collaboration, and service, the company is committed to creating an environment where every team member plays a vital role in delivering an exceptional experience to their agents. Why You’ll Love This Role - Fully remote opportunity - Collaborative, people-focused team culture - Direct impact on the success of new agents - Opportunities to grow your skills in training, onboarding, and support Responsibilities Onboarding: - Lead one-on-one virtual onboarding sessions with new agents. - Guide agents through enrollment and contracting, ensuring documentation is correct and complete. - Provide introductory training on CRM tools and systems. - Help agents navigate compliance, licensing, and account setup (emails, phone numbers, system access). Agent Support & Training: - Answer agent questions via email, chat, and phone with professionalism and care. - Host group training sessions on tools, updates, or compliance topics. - Collaborate with the Agent Experience team on projects and initiatives. - Jump in on other tasks to keep things running smoothly. Requirements Required: - Excellent English skills (both written and spoken) with a clear, professional accent. - 2+ years in a client-facing role (customer service, onboarding, tech support, or VA work). - Strong organizational skills—you can juggle multiple files and a busy calendar with ease. - Tech-savvy and quick to learn new tools (experience with CRM and video conferencing is key). - Reliable, punctual, and committed to delivering top-notch support. - Customer-first mindset with patience, professionalism, and positivity. Preferred: - Experience in insurance, annuity, or financial services. - Training or presentation experience. - Previous remote work for a U.S.-based company. Technical Requirements - Modern, reliable computer with webcam. - High-speed internet (25 Mbps download / 10 Mbps upload minimum). - Quiet, professional workspace. - Quality noise-canceling headset. Benefits - Competitive salary commensurate with experience. - Opportunities for professional development and growth. - Work in a dynamic and supportive team environment. - Make a meaningful impact by helping to build and strengthen families in the Philippines.

