Client Onboarding Specialist

Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM the world’s premier hub for growth and excellence.

🌟 About our Client:

Our client operates within the B2B SaaS space, offering software solutions tailored for wealth management professionals. They provide a platform that helps advisors streamline their daily workflows, optimize financial strategies, and ensure compliance, with a focus on delivering actionable data and seamless integrations.

✍ Short Description:

We are seeking an Client Onboarding Specialist to lead product training for new and existing clients, ensuring they are equipped to use the platform effectively. This role involves designing and delivering structured onboarding sessions, tracking adoption metrics, and continuously refining training programs based on client feedback. You will also work closely with internal teams to ensure the training content is up to date and meets the needs of various client personas.

🌎 Location: 100% Remote (LATAM only)

🗣 Language Requirements: Advanced English (C1+)

⏰ Schedule: Full-time, aligned with EST

😀 Start Date: ASAP

💰 Compensation & Benefits:

• Competitive salary in USD
• Remote-first flexibility. Work from anywhere.
• A monthly flexible benefits budget, in addition to your salary.
• PTO and paid U.S. holidays

💼 Responsibilities:

• Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.
• Design and refine training programs for different client personas, focusing on adoption and feature usage.
• Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement.
• Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides.

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• Identify opportunities for training program improvements based on adoption data and client feedback.

💡 Qualifications:

• 3-5 years of experience in B2B SaaS customer training or customer education.
• Proven ability to design and deliver structured training programs, adapting content to different audiences.
• Experience using CRM tools such as HubSpot to track training progress and adoption.
• Strong communication skills with the ability to present complex product features clearly.
• Experience collaborating with cross-functional teams to refine training content and processes.

📩 If you meet the experience outlined above, we’d love to hear from you. Please apply—our team is excited about your application and will be in touch as soon as possible.