Client Onboarding Specialist

🕒 May 12

🇲🇽 Mexico – Remote

💵 $24k / year

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

👻 Ghost score 65%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Housecall Pro

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2013

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Housecall Pro is a business management software for home service professionals, providing tools for scheduling, dispatching, invoicing, payment collection, and more. It is designed to improve efficiency and profitability for companies in industries such as HVAC, plumbing, electrical, and other home service sectors. The software includes features like QuickBooks integration, enhanced reporting, customer management, and mobile accessibility, and is trusted by thousands of businesses to automate and streamline their operations.

📋 Description

• Own the relationship during the initial onboarding phase for new Pros, including account activation, transition, adoption, product utilization, relationship building, and delivery of product and service value • Serve as the primary resource for Pros during their early lifecycle and ensure a smooth transition from sales through onboarding • Reinforce and resell the value of Housecall Pro and drive early product adoption • Communicate client information, trends, and feedback across Sales, Marketing, Engineering, and Tech Support • Partner cross-functionally, especially with Account Managers, to mitigate risk, drive retention, and ensure long-term growth • Develop and prepare Pros for advocacy using a consultative and empathetic approach • Identify expansion opportunities and recommend improvements to the Pros experience • Manage details, timelines, and actions to drive efficiency • Leverage qualitative and quantitative analysis to improve Pros opportunities • Develop processes that exceed customer expectations in support delivery • Troubleshoot technical issues and apply deep product knowledge to find solutions

🎯 Requirements

• 1-3+ years experience in full-time customer success, implementation or sales • Bachelor's degree or equivalent experience in a related field • Proven success in developing relationships with new customers and exceeding success metrics • Ability to work Monday-Friday, 9am-6pm PST • Advanced English proficiency • Strong problem-solving skills • Excellent written and verbal communication skills • Attention to detail • Strong time management and organizational skills • Experience using AI tools to increase quality and efficiency of work • Ability to learn from scratch and thrive in new environments

🏖️ Benefits

• Paid holidays • Flexible, take-it-as-you-need-it scheduled time off • Culture built on innovation that values big ideas, no matter where they come from