Client Onboarding, Bilingual Spanish/English
Bobtail
full-time
Posted on:
Location Type: Remote
Location: Remote • 🌎 Anywhere in the World
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Interact with clients to introduce yourself as the point of contact for all client needs prior to activation
- Maintain client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking.
- Facilitate the best customer experience and ensure all client needs are met
- Follow up to collect required documents from clients and facilitate account activations
- Collaborate with all stakeholders – account executive, onboarder & account manager to facilitate a successful client journey from sales to account managers.
- Document - log all communication notes in Salesforce to document client journey
- Communicate - We are committed to growth, so your ability to communicate users’ experiences and understand when and where to escalate is essential
Requirements
- 4 years of B2B sales/ customer service experience
- You are fluent in Spanish and English
- Relevant knowledge and experience in cloud computing - Salesforce is a plus
- Ability to quickly learn new web-based technologies
- Confidence, as well as strong verbal & written communication skills when interacting with clients
- Ability to discover and understand customer needs and meet those needs with a successful product sale
- A motivated, driven, self-starter...We love those with grit and accountability!
Benefits
- Monthly Mental Break Day
- Unlimited vacation
- Work from home (or wherever)
- Parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B salescustomer servicecloud computingSalesforceweb-based technologies
Soft skills
communication skillsclient relationship managementproblem-solvingmotivationaccountabilitygrit