MezTal

Onboarding – Partner Engagement Specialist

MezTal

full-time

Posted on:

Location Type: Hybrid

Location: Guadalajara • 🇲🇽 Mexico

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Job Level

JuniorMid-Level

About the role

  • **Key Responsibilities****Onboarding & Training**
  • - Deliver comprehensive onboarding and training sessions for new partners to ensure successful adoption of the platform.
  • - Develop, update, and maintain training materials, including internal SOPs, user manuals, handbooks, videos, webinars, and self-guided training resources.
  • - Collect and analyze post-training feedback to continuously improve onboarding processes and materials.
  • - Maintain a strong working knowledge of the platform’s features, functionality, and use cases.
  • **Partner Engagement & Adoption**
  • - Proactively engage with partners who are not fully utilizing the platform to understand challenges and drive re-engagement.
  • - Schedule and lead retraining sessions, demonstrations, and tutorials tailored to partner needs and usage patterns.
  • - Collaborate with internal engagement teams to execute re-engagement strategies.
  • - Support adoption goals, ensuring that at least **80% of trained partners use the platform a minimum of twice per month for six months post-training**.
  • **Customer Support & Communication**
  • - Provide ongoing support to partners, addressing questions and resolving usage-related challenges.
  • - Demonstrate empathy, strong listening skills, and professionalism in all partner interactions.
  • - Communicate clearly and effectively, both verbally and in writing.
  • - Follow up promptly on partner requests and engagement-related needs.
  • **Data & Process Management**
  • - Maintain accurate and up-to-date partner data within the CRM (HubSpot).
  • - Create and manage weekly call lists and engagement plans.
  • - Capture and document data related to non-usage to support continuous product and process improvement.
  • - Utilize partner feedback and performance metrics to inform adoption strategies.
  • - Manage multiple priorities simultaneously with strong attention to detail.

Requirements

  • **Qualifications****Required**
  • - Bachelor’s degree in Business, Marketing, or a related field; **or**
  • - Associate’s degree with **2+ years of experience** in onboarding, training, customer service, partner support, or a related role; **or**
  • - **4+ years of relevant professional experience** in customer success, onboarding, training, or engagement.
  • - Availability to work in a hybrid manner at our offices in Guadalajara, Mexico at Midtown Jalisco.
  • - Advanced English proficiency is required, as the role involves daily interaction with U.S.-based manager and stakeholders.
  • - Strong interpersonal and communication skills with the ability to engage diverse stakeholders.
  • - Comfort with technology and the ability to explain and teach new software and hardware.
  • - Highly organized, detail-oriented, and able to manage multiple tasks and projects simultaneously.
  • - Self-motivated and driven to make a positive impact within senior living or healthcare environments.
  • **Preferred Qualifications***(Supportive qualifications; this is not a sales quota-carrying role)*
  • - Experience working with older adults or within senior living communities.
  • - Background in customer success, onboarding, partner enablement, or account support.
  • - Experience working in SaaS or technology-enabled environments.
  • - Exposure to startup or fast-growing organizations.
  • - Understanding of virtual reality or emerging technologies, or strong technical curiosity.
  • - Experience supporting adoption metrics, engagement KPIs, or usage-based performance goals.
Benefits
  • - **Christmas Bonus**: 30 days, to be paid in December.
  • - **Major Medical Expense Insurance**: Coverage up to $20,000,000.00 MXN.
  • - **Minor Medical Insurance**: VRIM membership with special discounts on doctor’s appointments and accident reimbursements.
  • - **Dental Insurance**: Always smile with confidence!
  • - **Life Insurance**: (Death and MXN Disability)
  • - **Vacation Days**: 12 vacation days in accordance with Federal Labor Law, with prior approval from your manager. + **Floating Holidays**: 3 floating holidays in addition to the 7 official holidays in Mexico.
  • - **Cell Phone Reimbursement & Transportation Subsidy.**
  • - **Hybrid Scheme**: Enjoy the best of both worlds, remote and in-office work.
  • - ** Multicultural Exposure**: Work with operations within Mexico and United States.
  • - **MezTal Internal Events**: Strike a healthy balance between your professional and personal goals.
  • - **Exclusive Discounts**: Benefits with different companies for being part of MezTal.
  • - **Academic Agreements**: Access to national universities and language schools.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
onboardingtrainingcustomer servicepartner supportdata managementCRMHubSpotperformance metricsadoption strategiesengagement KPIs
Soft skills
interpersonal skillscommunication skillsempathylistening skillsorganizational skillsattention to detailself-motivatedability to manage multiple tasksprofessionalismstrong engagement