Client Onboarding Specialist (SMB)

Ottimate

📍 Región Centro, Jalisco, Mexico

Full-time Servicio de atención al cliente Posted February 26, 2026

Job Description

Location: Guadalajara, Mexico. (Hybrid)

Job Type: Full-time (Contractor)

The Role: We are seeking a highly motivated and detail-oriented Onboarding Specialist to join our dynamic team. The ideal candidate will have a strong background in client onboarding and/or accounts payable processes, as well as excellent project management skills. As an Onboarding Specialist, you will be responsible for guiding new clients through the implementation and adoption of our accounts payable software, ensuring a smooth and successful transition.

What You'll do:

  • Client Onboarding: Lead and manage the end-to-end onboarding process for SMB clients, ensuring a smooth transition from contract signing to full product implementation.
  • Training and Support: Conduct comprehensive training sessions for clients, providing hands‑on guidance on software features, best practices, and troubleshooting techniques.
  • Customer Interaction: Ser...