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Client Onboarding Specialist | Remote | OTE 1200 - 1500 USD

3 weeks, 4 days ago
Mexico, Argentina, Brazil, Chile, Colombia, Costa Rica
Contract
Junior
Implementation Engineer
Project and Program Management
CRM
Apply Now
Puulse Marketing

Puulse Marketing

Puulse Marketing is a company that helps businesses find, hire, and train sales talent, attract the right customers for international growth, and outperform competitors in the market. They offer services to understand target buyers, optimize pitches fo...

Professional Services
11-50
View All Jobs 5

Description

  • Take ownership of new client accounts immediately after the sale closes and introduce the onboarding process.
  • Gather business requirements, branding assets, content, images, and brand guidelines needed for each website build.
  • Coordinate closely with the technical build team to keep projects on schedule and aligned with client expectations.
  • Present completed site previews to clients, lead video walkthroughs, manage revisions, and secure final approval.
  • Handle final payment collection and ensure billing accounts are properly established.
  • Maintain accurate, real-time CRM updates so the team has full visibility into project status.
  • Guide US-based business owners through the process with clarity, professionalism, and strong customer service.

Requirements

  • Near-native spoken, written, and comprehension-level English.
  • Comfortable and articulate on live video calls with US clients.
  • Experience with SaaS tools, CRMs, and AI-driven website platforms, with a quick learning curve.
  • Ability to manage multiple client timelines simultaneously without missing details.
  • High emotional intelligence and professionalism when working with high-value customers.
  • High-speed, stable internet connection with backup options.
  • Professional noise-cancelling headset for client calls.
  • High-definition 1080p webcam for video conferencing.
  • Quiet, dedicated home office environment.
  • Flexible availability for full-time work during US business hours (EST/PST).

Benefits

  • Performance-based bonuses and commission opportunities.
  • Fully remote work environment.
  • Opportunity to work with a fast-growing AI-focused company.
  • Hands-on experience with US-based business owners.
  • Ongoing exposure to SaaS tools, CRM systems, and AI-driven platforms.
  • Career growth opportunities as the company expands.
  • Collaborative and supportive team environment.
  • Ongoing coaching, onboarding, and process support.

Interested in this position?

Apply directly on the company website

Apply Now

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