The Role
Own customer implementations from initial Valorx Wave configuration through UAT, solution walkthroughs, environment transitions, deployment, and go-live. Manage multiple implementations, track milestones and risks, lead customer meetings, coordinate action items, collaborate with Product and Support teams, and provide proactive guidance and structured feedback throughout onboarding.
Summary Generated by Built In
🚀 About the Role
Valorx is looking for a highly organized and proactive Workflow Specialist to ensure Wave customers successfully go live with Valorx Grids and Matrices.
This role owns the customer journey from initial configuration through collaborative reviews and solution walkthroughs, deployment, and successful go-live. You will work closely with customers and will be supported by Product specialists’ teams to ensure smooth execution and effective use of Wave features.
This is a fast-paced, multi-customer environment requiring structure, follow-through, and confidence.
📄 Please upload your resume in English when applying.
🎯 Key Responsibilities
1️. Drive Customer Implementations
Must Have
Note : This role is open and available remote only to candidates based in LATAM (Latin America).
Valorx is looking for a highly organized and proactive Workflow Specialist to ensure Wave customers successfully go live with Valorx Grids and Matrices.
This role owns the customer journey from initial configuration through collaborative reviews and solution walkthroughs, deployment, and successful go-live. You will work closely with customers and will be supported by Product specialists’ teams to ensure smooth execution and effective use of Wave features.
This is a fast-paced, multi-customer environment requiring structure, follow-through, and confidence.
📄 Please upload your resume in English when applying.
🎯 Key Responsibilities
1️. Drive Customer Implementations
- Onboarding and setup customers with Valorx Wave.
- Serve as the trusted Wave expert for the customer — providing clarity, confidence, and proactive guidance so they feel fully supported at every stage of implementation.
- Coordinate UAT, milestones, and environment transitions to ensure smooth and timely go-live.
- Manage multiple Wave implementations simultaneously
- Maintain clear status tracking and next steps
- Identify risks or blockers early
- Proactively follow up to maintain momentum
- Work closely with Product and Support teams
- Stay up to date on new Wave features and enhancements
- Help customers apply new capabilities to solve business workflows
- Escalate structured feedback and recurring issues internally
- Schedule and lead customer touchpoints
- Drive decisions and action items after every meeting
- Ensure customers feel supported and confident throughout implementation
- Become a trusted point of contact during onboarding
Must Have
- Strong verbal and written communication skills
- Highly organized and detail-oriented
- Comfortable leading customer calls
- Proactive, confident follow-up mindset
- Ability to manage multiple parallel projects
- Strong time management skills
- Basic knowledge of SaaS setup and administration (Salesforce will be a plus)
- Experience in SaaS onboarding, implementation, or customer success
- Experience working with North American customers
- CRM familiarity (Salesforce preferred)
Note : This role is open and available remote only to candidates based in LATAM (Latin America).
Skills Required
- Strong verbal and written communication skills
- Highly organized and detail-oriented
- Comfortable leading customer calls
- Proactive and confident follow-up mindset
- Ability to manage multiple parallel projects
- Strong time management skills
- Basic knowledge of SaaS setup and administration
- Salesforce knowledge
- Experience in SaaS onboarding, implementation, or customer success
- Experience working with North American customers
- CRM familiarity
- Salesforce familiarity
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
When data management within Salesforce becomes time-consuming and critical data fields are not being properly updated, your organization can leverage Valorx – CRM management software with Excel functionality. At Valorx, our goal is to help improve data quality, enable end-user productivity and efficiency while maintaining Salesforce as your true system of record. Users can use Valorx to easily retrieve CRM data from any object, manage it within Excel, and send the data back to Salesforce with a click of a button. If you interact with Salesforce data, try Valorx – a combination of speed, amazing UI, bulk data processing, and so much more
.jpg)
