Client OnBoarding Specialist

DashClicks

Technical Onboarding Specialist guiding new users through ClickGrow setup and features. Working remotely from Latin America with a focus on customer success and technical support during onboarding.

Posted 7/13/2026contractRemote • 💃 Anywhere in Latin AmericaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong technical aptitude with SaaS platforms and marketing technology, alongside exceptional bilingual communication skills in English. Capable of managing multiple client cases efficiently while ensuring a high-quality onboarding experience.

Highest-signal resume keywords

Bilingual Proficiency (English C1/C2)Technical Aptitude with SaaS PlatformsTime Management ProDetail-OrientedStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

API IntegrationsDashboard ConfigurationTroubleshootingClient OnboardingProduct Recommendations

Soft Skills

CommunicationStructured Thinking

Tools & Technologies

ZoomClickGrow Dashboard

Industry Keywords

MarTechClient ExperienceTechnical AssistanceFraud EscalationSelf-Serve Experience

About the role

Key responsibilities & impact

Lead Kick-off calls.
Conduct back-to-back, 30-minute* Zoom sessions with customers who have just started their free trial.
Guide users through the end-to-end account setup, including API integrations, tracking installations, and dashboard configuration.
Clearly communicate the value of ClickGrow features while troubleshooting any immediate technical hurdles the user faces.
Identify opportunities to enhance the client’s experience by recommending relevant product upgrades, add-ons, or higher-tier plans that align with their business goals.
Identify common friction points during the setup process and relay feedback to the product team to improve the self-serve experience.
Ensure new clients have access to technical assistance to properly connect and set up their software.
Uphold all verification details on the ClickGrow dashboard by being diligent in reviewing client details and profiles.
Escalate fraud, suspicious activity, or terms of service violations to the appropriate team.
Ensure utmost confidentiality while handling onboarding and adapt to evolving requirements, internal policies, and operations.

Requirements

What you’ll need

Based in Latin America (any country) to align with our primary time zones.
Bilingual Proficiency (English C1/C2): Exceptional verbal and written English is non-negotiable.
Technical Aptitude: Experience with SaaS platforms, basic web technologies, or marketing technology (MarTech) stacks.
Time Management Pro: Ability to manage a dense calendar of 30-minute sessions, staying energized and punctual throughout the day.
Detail-oriented and structured thinking.
Two or more years of experience in a similar role is highly preferred.
Strong organizational skills. Being able to manage multiple client cases at once.

Benefits

Comp & perks

Competitive base pay and benefits package with exciting growth plans.
A chance to work with professionals across various areas of expertise on a product loved by 30,000+ marketing agencies worldwide.
8 hours a day & 5 days a week working structure.
A chance to learn & grow in a fast-paced environment, driving transformational growth for our brand.