Client Onboarding Specialist - LATAM

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in México
Remote
Mid level
Fintech • Travel
The Role
Lead onboarding projects to migrate client content, build trips, and deliver trainings. Collaborate with Sales, Account Management, and Product to identify and resolve issues, manage multiple projects, and provide exceptional customer-facing support. Occasional onsite travel for client onboarding.
Summary Generated by Built In

Hi! 👋 I’m Alexis, the hiring manager for this Client Onboarding Specialist role. I was born and raised in Argentina 🇦🇷 and joined WeTravel in March 2023 as an Account Manager. In October 2024, I had the exciting opportunity to start and lead our newly created Onboarding department! I am looking for an eager Client Onboarding Specialist as we scale our services.

Our team’s mission is to help new customers get up and running with WeTravel quickly and effectively. We empower our client’s businesses to grow while taking the load off our Sales team. We love helping people succeed and making the transition to WeTravel smooth, impactful, and efficient!

We’re looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. If you thrive in cross-functional environments, enjoy working with teams and clients across the globe, and are excited to make a real difference…this could be the perfect role for you!

How we work

Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings to make sure every new customer feels completely confident using the WeTravel platform.

In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers. Our team is involved across the entire journey, jumping in wherever we can to provide support and make things easier. Please note that business travel is a possibility for this role (1-2 times per quarter) as-needed for on-site client onboarding projects.

Why You Should or Shouldn’t Apply

You should apply if you:

  • Are fluent in English (bonus points for other languages!)

  • Are passionate about educating customers and colleagues, performance improvement, and commercial success.

  • Are organized, proactive, and comfortable working independently in a remote environment.

  • Are comfortable being in a customer facing role + tasks that require attention to detail.

  • Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!)

  • Enjoy doing onsite visits to clients and helping them get set up for success!

Bonus points if you:

  • Have experience in travel tech or SMB-focused SaaS.

  • Are familiar with HubSpot, Slack, Confluence, Loom.

  • Have a teaching background, or Onboarding, Customer Success, Account Management, or Implementation roles.

  • Have experience designing and implementing best practices and processes.

You might not be the right fit if you:

  • Prefer roles that are mostly reactive or lack a customer facing interaction.

  • Are uncomfortable doing sometimes repetitive tasks without losing focus.

  • Are not comfortable working across different time zones with minimal supervision.

On a Weekly Basis You Will Find Yourself
  • Partnering with sales teams to get them (and our customers) set up for success.

  • Finding possible pain points and/or red flags and addressing them before they actually happen.

  • Build trips, migrate participants, deliver training directly with the customer to ensure they are properly set-up.

  • Managing multiple projects at the same time and making sure none of them are left forgotten or fall through the cracks.

  • Leading each project and taking full ownership of each project to do what you were approached to do and more! There’s always extra value we can add to the table!

Benefits
  • Full-time - Fixed Term Contract (as International Contractor).

  • Generous "Time to Recharge" policy — enjoy unlimited paid time off to rest, recharge, and show up as your best self.

  • Amsterdam Program – visit us in Amsterdam (HQ) for 2-4 weeks every year, staying in one of our WeTravel apartments.

  • Although this is a remote role, employees are hired into a designated country of employment. Our Work From Anywhere benefit provides eligible employees with up to four weeks per calendar year to work temporarily from another approved location.

  • Extensive paid family leave.

  • Three paid volunteer days per year — take time to give back to causes you care about, on us.

  • 2-week cross-functional onboarding program.

  • Cutting-edge equipment and tools to set you up for success. Coverage for certain work-from-home (WFH) equipment.

  • Join an international, travel-loving team with a passion for adventure and innovation.

Please Note
  • As a member of our international team, you’ll work full-time under a B2B contractor agreement, with monthly payments in USD.

  • For this role, we can only consider candidates who have the full legal right to work in a LATAM country (citizenship or residency). Unfortunately, WeTravel is not able to offer visa sponsorship or relocation assistance at this time.

  • The salary band listed is based on Mexico, and the final salary will be determined by the candidate's location.

Equal Opportunities

WeTravel is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants from all backgrounds, experiences, and perspectives. If you're excited about this opportunity and believe you're a good fit, we encourage you to apply and join us in transforming the travel industry!

Skills Required

  • Fluent in English
  • Full legal right to work in a LATAM country (citizenship or residency); no visa sponsorship available
  • Comfortable working independently in a remote environment across different time zones
  • Customer-facing experience with strong attention to detail
  • Project management skills; able to manage multiple onboarding projects and stakeholders
  • Willingness to travel onsite for client onboarding (approximately 1-2 times per quarter)
  • Experience in travel tech or SMB-focused SaaS
  • Familiarity with HubSpot, Slack, Confluence, Loom
  • Background in teaching, onboarding, customer success, account management, or implementations
  • Experience designing and implementing best practices and processes
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The Company
HQ: San Francisco, CA
350 Employees
Year Founded: 2016

What We Do

Founded in 2016, WeTravel provides a complete booking and payments platform for multi-day and group travel companies of all sizes. We give your clients an easy booking experience while also helping you manage financials, payments to partners or your bank, registration information, and client communication all in one place. Headquartered in San Francisco, with our second hub in Amsterdam, our team is driven to continuously improve our technology; ensuring that our clients always have the best possible solutions at their fingertips. WeTravel is proud to work with thousands of multi-day travel companies from around the world, helping them convert their bookings faster and grow their business. With hundreds of millions in payments processed throughout our platform every year, let WeTravel be the right payment solution for your multi-day travel company. Reach out to us if you have you'd like to learn more: [email protected] Set up a demo here: https://product.wetravel.com/request-a-demo

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