Technical Onboarding Specialist

About the role

The Technical Onboarding Specialist leads clients through successful onboarding, system enhancements and data correction, using product knowledge, project management principles and client relationship skills. The role provides consultative guidance across the implementation lifecycle, from contract signature through go-live hypercare. It is a full-time position in Heredia.

Key responsibilities

• Manage the technical implementation and quality of data.
• Apply project management principles to activate services efficiently.
• Build client relationships and guide clients on configuration options.
• Show the value of services through instructional presentations and recommend enhancements or new services.
• Investigate service or product issues reported by clients and work with them on resolutions.
• Coordinate, test and execute the transfer of new data feeds or data corrections to maintain service continuity.
• Own the success of each client's enablement project within a cross-functional team.
• Partner with Operations, Product Management, Sales and Technology teams on technical matters.

Required profile

• Bachelor's degree or 4 years of equivalent business experience in an implementation or client-facing role.
• B2 English with excellent verbal and written communication and presentation skills.
• 1-2 years of experience with HTML, XML and web services.
• 1-2 years of experience with employee self-service or SaaS web applications.
• 1-2 years of experience with Python, APIs and SQL.

Required skills

• Handling diverse file formats and accurate data transfers.
• Project management, prioritization and delegation.
• Adaptability and problem-solving in fast-paced environments.
• Coordinating cross-functional teams and simplifying complex technical concepts for clients.