MezTal

Onboarding – Partner Engagement Specialist

MezTal

full-time

Posted on:

Location Type: Hybrid

Location: Guadalajara • Mexico

Visit company website

Explore more

✨ AI Apply
Apply

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