The Opportunity & Career Path This role is not designed as a permanent assistant position. You will begin by working directly alongside our Lead Onboarding Specialist in an intensive, hands-on apprenticeship model. Initially, you will assist with workspace setup, third-party technical integrations, and operational workflows. As you master the platform and understand our clients' business needs, you will transition into a client-facing Onboarding Specialist. In that role, you will take full ownership of client relationships: leading live training sessions, guiding agency owners through implementation, and configuring our platform to match their unique operational workflows. What You’ll Do (The Day-to-Day) Phase 1: Support & Learn (First 3–6 Months) - System Setup & Integrations: Assist with client dashboard cloning, initial configuration, and setting up critical third-party integrations. - Task & Ticket Management: Translate client deployment requirements and troubleshooting needs into organized, actionable technical tickets (with guidance and context from the Lead Specialist). - Client Operations Support: Help manage written communication by drafting clear, professional email responses to US clients and tracking follow-ups to ensure seamless execution. - Hands-on Training & Alignment: Participate in daily morning kickoffs and end-of-day progress reviews. Join live screen-shares and in-person working sessions to master complex technical configurations step-by-step. Phase 2: Own & Implement (Future Growth) - Lead live virtual training sessions for new US staffing agency clients and their internal operations teams. - Consult directly with clients to map their real-world staffing workflows to our platform's architecture. - Serve as the dedicated onboarding point of contact responsible for taking accounts from initial sign-up to full launch. Who You Are - Bogotá-Based (Hybrid): Able to commute to our Bogotá office for collaborative in-person work while maintaining a reliable, high-speed remote home workspace. - US Timezone Alignment: Available to work full-time hours synchronized with standard US business schedules (coterminous with Colombia / EST / CST). - Advanced / Fluent English (C1+): Exceptional written and verbal English communication skills, with confidence drafting professional emails and speaking with American business owners. - Fast, Hands-on Learner: You excel in live-learning environments. You pick up technical concepts quickly by observing real-time workflows, taking notes, and asking targeted questions. - Tech-Adjacent & Process-Minded: While software development is not required, you are comfortable navigating SaaS dashboards, understanding how API integrations connect, and organizing tasks logically. - Career-Driven: Eager to build a high-trajectory career in software implementation, customer onboarding, or Customer Success Management within the tech industry. Bonus Points - Prior experience working remotely or hybrid with US-based companies or customers. - Familiarity with project management and ticketing tools (e.g., Jira, ClickUp, Asana, Linear). - Familiarity with the US staffing, recruiting, or healthcare/caregiver agency industries.

Associate Onboarding Specialist

Responsibilities

Skills wanted:

Formal education:

Language(s) required:

Daniel Lopez Bucheli Verified

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