CareerPlan

Onboarding Specialist (Spanish & English) - Contractor

Remote · EverywhereRemoteContract2026-11-10
RemoteFreelance / independent contractorNo visa sponsorship

Core

Guide new customers through product setup, configuration, and integrations to ensure activation and adoption of an AI revenue-conversation platform.

Role type

Client Onboarding Specialist (Contractor)

Builds

Customer activation and account health for an AI GTM workforce platform

Domain

SaaS / AI / B2C Revenue Operations

Deliverable

product features

Required skills

Spanish (fluent), English (business-level), customer onboarding, product setup guidance, troubleshooting, CRM usage, documentation

Preferred skills

SaaS industry experience, customer success training, stakeholder management

Technologies

CRM, support tools, internal documentation

Responsibilities

Educate customers on product setup and best practices; guide through configuration and integrations; troubleshoot blockers; investigate and resolve customer issues; build evergreen educational content; document interactions for product improvement.

Seniority

Associate, hands-on IC