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Customer Onboarding Specialist

đź•’ Outubro 2

🇨🇴 Colômbia – Remoto

đź’µ COP4.000.000 - COP4.700.000 / mĂŞs

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🚀 Especialista de Onboarding

🚫👨‍🎓 Sem graduação necessária

đź‘» Score fantasma 20%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of PORCH đź’š

PORCH đź’š

1 - 10 funcionários

Fundada em 2022

đź’Ľ Consultoria

🏥 Saúde

🏨 Hospitalidade

Consulting • Healthcare • Hospitality

PORCH 💚 é uma companhia de seguros de nova geração que oferece software e serviços abrangentes para várias indústrias de serviços residenciais. Ela simplifica as interações para profissionais de serviços domésticos, clientes de serviços públicos, corretores de imóveis e proprietários, oferecendo ferramentas para inspeções, mudanças, processos de hipoteca e manutenção do lar. Por meio de suas parcerias, a Porch melhora a experiência de compra de imóveis ao simplificar solicitações de serviços, integrar novos clientes para empresas de garantia e seguros, e auxiliar em projetos de melhoria da casa.

Descrição

• Prepare new customer accounts for successful launch by configuring company logos, agreements, pricing, and other setup details • Guide customers through onboarding via phone and email, schedule and conduct on-camera virtual onboarding meetings, and provide follow-up support • Conduct engaging virtual training sessions to support software understanding, confidence, and adoption • Manage scheduled onboarding sessions and independent account setup work while meeting timelines and maintaining accuracy • Build strong customer relationships by establishing rapport, listening to needs, and creating a positive onboarding experience • Identify customer needs and opportunities to introduce additional features or modules • Own the onboarding experience, proactively address challenges, and coordinate with internal teams when assistance is needed • Provide customer support via phone, chat, and email while documenting interactions, progress, and next steps • Maintain accurate internal records and communicate account setup, onboarding progress, outstanding needs, and customer concerns to teammates

🎯 Requisitos

• 2+ years of experience in Customer Service, Customer Success, Customer Onboarding or Account Management • Strong presentation and interpersonal skills with the ability to confidently engage and educate customers in a virtual environment • Advanced English proficiency with clear verbal and written communication skills, including the ability to confidently conduct live customer training and communicate with English-speaking customers by phone, video, and email • Strong attention to detail and accuracy when configuring customer accounts and completing setup tasks • Excellent time-management and organizational skills with the ability to balance scheduled customer meetings, account builds, and follow-up responsibilities • Comfortable learning and working with technology, including desktop and mobile software • Ability to follow established processes while maintaining natural, conversational communication with customers • Self-motivated with the ability to work independently while also collaborating effectively within a team • Strong problem-solving skills with a willingness to take ownership of issues and work toward resolution • Strong listening comprehension with the ability to understand customer needs and translate them into appropriate next steps • Dependable and committed to consistent attendance, productivity, and performance excellence • Experience working with global and/or US based business teams • A quiet workspace • Internet connection of at least 30 Mbps download and 10 Mbps upload

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