We are looking for a
Customer Onboarding & Engagement Specialist
to support the implementation, training, and ongoing adoption of a SaaS-based platform used by senior living communities in the United States.
This role is focused on
post-sale client experience
, ensuring customers understand how to use the platform, feel supported during onboarding, and continue using the solution successfully over time.
You will work directly with client partners, guiding them through onboarding, training sessions, and ongoing engagement to maximize platform usage and value.
What You Will Do
Onboarding & Training
Lead onboarding sessions for new clients after platform purchase
Guide clients step-by-step through platform functionality
Adapt training based on client needs, technical level, and business goals
Support clients during early adoption stages to ensure successful launch
Client Engagement & Adoption
Monitor platform usage and identify adoption gaps
Proactively follow up with clients who are underutilizing the platform
Re-engage clients through training refreshers, check-ins, and usage recommendations
Help clients understand how the platform supports their operational goals
Client Relationship Support (B2B)
Act as main point of contact for onboarding and platform usage questions
Coordinate with internal teams (Customer Success, Support, Sales, Product) when needed
Provide structured follow-up and maintain clear client communication
Tracking & Process Management
Document client interactions, onboarding progress, and follow-up actions
Use CRM tools and reporting to track engagement and activity
Manage multiple clients, onboarding timelines, and follow-up tasks simultaneously
What We're Looking For
Bachelor's degree in Business, Marketing, or a related field; or
2+ years in roles such as:
Customer Success
Client Onboarding
Customer Support (client-facing,



not ticket-only)
Training / Implementation
SaaS client support or digital platform onboarding
Experience working with:
B2B clients
Post-sale client lifecycle
Platform training or user enablement
Advanced English proficiency is required, as the role involves daily interaction with U.S.-based manager and stakeholders.
Availability to work in a hybrid manner at our offices in Guadalajara, Mexico at Midtown Jalisco.
Key Skills
Strong communication and explanation skills
Ability to simplify technical concepts for non-technical users
Client empathy and service mindset
Strong organization and follow-up discipline
Ability to manage multiple clients and priorities
Technical Exposure (Preferred)
CRM tools (Salesforce or similar)
SaaS platforms or digital tools onboarding
Reporting or usage tracking tools
Monthly salary: $25,000 MXN before taxes
Christmas Bonus
: 30 days, to be paid in December.
Major Medical Expense Insurance
: Coverage up to $20,000,****** 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.

📌 Customer Onboarding & Engagement Specialist (Hybrid Guadalajara Mx)
🏢 FlexTal Staffing
📍 Guadalajara