Customer Onboarding Specialist

São PauloFull-timemid

Customer SuccessCustomer Onboarding Specialist

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

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.

Technical Tools

hubspotmailchimpproject-managementsaas

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.

This is a hybrid role, based out of our office in Brazil, where you will collaborate in person with your teammates 3 days a week.

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.

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.