Client Onboarding Specialist - Sydney Office

Posted Yesterday
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Office, Lilongwe, Central Region, MWI
In-Office
Entry level
Fintech • Travel
The Role
Manage new customer onboarding by migrating trip content, building trips, training customers, and coordinating with Sales, Account Management, and Product. Own multiple onboarding projects, identify and resolve pain points, deliver personalized trainings, and perform occasional on-site setup visits to ensure clients are successfully using the WeTravel platform.
Summary Generated by Built In

Hi! 👋 I'm Chris, Director of Activation & Implementation at WeTravel. I have been focused on efficient activation & accurate implementation of software products for over the last decade supporting thousands of organizers. I am looking for an eager Client Onboarding Specialist as we scale our services. We plan to be the one stop shop for multi day organizers and we know the right leader can help us accomplish our goal.

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

  • 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
  • Superannuation

  • 4 days at office (access to Wework in George Street, Sydney) with flexibility of one work-from-home day a week

  • 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.

  • Our Work From Anywhere perk 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
  • For this role, we can only consider candidates with the legal right to work in Australia. Unfortunately, WeTravel is not able to offer visa sponsorship or relocation assistance at this time.

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
  • Organized, proactive, able to work independently
  • Comfortable in a customer-facing role and attentive to detail
  • Strong project management skills; manage multiple projects and stakeholders
  • Willingness to do onsite client visits and occasional business travel
  • Comfortable working across different time zones with minimal supervision
  • Legal right to work in Australia (no visa sponsorship available)
  • Experience in travel tech or SMB-focused SaaS
  • Familiarity with HubSpot, Slack, Confluence, Loom
  • Background in teaching, onboarding, customer success, account management, or implementation
  • 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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