As our next Customer Onboarding Specialist, you won’t just be showing customers how to use a tool—you’ll be the strategic architect of their early success. At ActiveCampaign, we believe the first 90 days are critical, and you will be at the forefront of the LATAM market, partnering directly with new customers across Spanish-speaking regions to translate their business dreams into automated realities.
You’ll lead discovery sessions, architect outcome-based implementation plans, and leverage our Active Intelligence tools to ensure every customer realizes tangible value quickly. This isn't just about technical setup; it’s about shaping the growth trajectory of businesses by helping them master the art of marketing and sales automation.On a typical day, you might:
Own a defined Book of Business of new customers, acting as their primary strategic advisor and project manager throughout the high-impact onboarding window.
Lead consultative discovery sessions to deeply understand customer lifecycles and tech stacks, distilling complex business goals into simple, measurable onboarding milestones.
Design and execute scoped implementation workstreams, including migrations and integrations, while coordinating closely with internal Solutions, CX, and Partner teams.
Harness AI-forward tools like Glean to prepare for high-level consultations, summarize key decisions, and build mutual success plans that keep projects moving at pace.
Proactively manage portfolio health by using data signals to identify risks or expansion opportunities, ensuring a seamless handover to long-term Account Management.
Advocate for the LATAM customer voice by feeding insights back to Product and Enablement teams to improve playbooks and the localized user experience.
Introduce cutting-edge "Active Intelligence" features to customers, showing them how AI can accelerate their own adoption and scale their business results.
The ideal candidate will bring:
2+ years of hands-on experience in SaaS onboarding, implementation, or consultative customer-facing roles, with a proven track record of driving early customer value.
Native Spanish (written and spoken) is required to effectively lead consultations across our diverse LATAM and global customer base.
Native or Fluent Portuguese and English is a significant advantage for deeply supporting our customers.
Experience with Marketing or Sales Automation platforms (ActiveCampaign preferred; HubSpot, Mailchimp, or similar tools are highly valued).
Familiarity with the WhatsApp and Meta ecosystem and platforms (Wati, Blip, HyperFlow, Manychat, etc.) to help customers navigate regional communication trends.
An "AI-Forward" mindset, with comfort using AI tools to streamline daily workflows and a passion for helping customers adopt new technology.
Exceptional project management skills, with the ability to manage a high volume of accounts while maintaining a consultative, solution-oriented approach.
A customer-outcome obsession, with the talent to simplify complex technical concepts into clear, actionable recommendations for business owners and marketers.
Skills Required
- 2+ years of hands-on experience in SaaS onboarding, implementation, or consultative customer-facing roles
- Native Spanish (written and spoken)
- Native or Fluent Portuguese and English
- Experience with Marketing or Sales Automation platforms
- Exceptional project management skills
ActiveCampaign Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ActiveCampaign and has not been reviewed or approved by ActiveCampaign.
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Healthcare Strength — Health coverage is portrayed as comprehensive, spanning medical, dental, vision, mental‑health support, and telemedicine, with an option noted for a fully covered HDHP. Wellbeing resources like an EAP and Calm subscription complement core coverage.
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Leave & Time Off Breadth — Open/unlimited PTO, Volunteer Time Off, and a paid sabbatical after five years indicate a wide range of time‑off options. Hybrid/remote flexibility and work‑from‑home support reinforce the usability of these policies.
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Equity Value & Accessibility — Equity is granted at hire broadly, positioning ownership as a standard element of total compensation. This signals accessible participation in company value creation alongside salary and benefits.
ActiveCampaign Insights
What We Do
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial at ActiveCampaign.com.
Why Work With Us
We are focused on our employees, our customers, and even our customer's customers. Ideas are valued over titles, contributions are valued over appearances, helping a co-worker is more important than outshining them. We are passionate about diversity and inclusion, believing everyone has a voice and can make a difference.
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