Client Onboarding (Bilingual Spanish/English)

About the Role

Join Bobtail's growing fintech team as a Client Onboarding Specialist, where you will be instrumental in creating an exceptional initial experience for our clients. This role offers the exciting opportunity to build strong relationships and ensure a seamless journey for businesses leveraging our innovative platform.

Responsibilities

• Serve as the primary point of contact for new clients, introducing yourself and managing their needs prior to activation.
• Build and maintain strong client relationships through consistent follow-ups and engagement, utilizing Salesforce for task management.
• Ensure an exceptional customer experience by proactively addressing client needs and facilitating smooth account activations.
• Collect all necessary documents from clients to complete the onboarding process efficiently.
• Collaborate effectively with account executives, onboarders, and account managers to ensure a successful client journey from sales to ongoing management.
• Document all client communications and interactions meticulously in Salesforce to maintain a comprehensive client journey record.
• Communicate client experiences and feedback, escalating issues appropriately to support continuous growth and improvement.

Requirements

• 4+ years of experience in B2B sales or customer service.
• Fluency in both Spanish and English is essential for this role.
• Strong verbal and written communication skills, with confidence in client interactions.
• Proven ability to understand and meet customer needs, potentially leading to successful product sales.
• A motivated, driven, and self-starting individual with a strong sense of accountability.

Nice-to-Haves

• Knowledge and experience with cloud computing platforms, particularly Salesforce.
• Aptitude for quickly learning and adapting to new web-based technologies.