Customer Onboarding & Engagement Specialist (Tech Tools) - Guadalajara MX (Centro)

Customer Onboarding & Engagement Specialist (Tech Tools) - Guadalajara MX (Centro)

04 ago
|
Meztal
|
Centro

04 ago

Meztal

Centro

MezTal is partnering with a fast-growing U.S.-based company in the Senior Living Technology space , focused on improving the lives of older adults through innovative and immersive digital experiences.

We are seeking a Customer Onboarding & Engagement Specialist who will play a key role in ensuring that new partners successfully adopt and engage with the platform. This position sits at the intersection of training, relationship building, and customer engagement .

The idóneo candidate is a strong communicator, highly empathetic, and passionate about helping others , with the ability to guide customers through new technology in a clear, supportive, and engaging way.

Key Responsibilities

Customer Onboarding & Training

- Lead virtual onboarding sessions, guiding new partners through platform setup and usage.
- Deliver engaging, easy-to-follow training tailored to different learning styles and comfort levels.
- Ensure customers feel confident and supported when adopting new technology.
- Develop and continuously improve training materials, guides, and processes.
- Proactively reach out to partners who are not actively using the platform.
- Re-engage customers by understanding their needs and demonstrating the value of the product.
- Conduct retraining sessions and provide ongoing support to drive adoption and usage.
- Build strong, trust-based relationships with customers through consistent communication.

Customer Support & Experience

- Act as a primary point of contact for customer questions and challenges.
- Provide thoughtful, patient, and solution-oriented support.
- Handle sensitive or frustrated customers with empathy and professionalism.
- Ensure a positive and impactful customer experience at every interaction.

Operations & Process Management





- Maintain accurate records of customer interactions using CRM tools.
- Track onboarding progress, engagement metrics, and usage data.
- Prioritize tasks effectively and manage multiple accounts and schedules.
- Identify opportunities to improve onboarding processes and customer experience.

Requirements

What We’re Looking For

Core Competencies

- Exceptional communication skills (English required): Clear, friendly, and confident when explaining concepts.
- High empathy and emotional intelligence: Ability to connect with diverse audiences, including non-technical users.
- Training & facilitation mindset: Comfortable teaching, guiding, and adapting to different learning styles.
- Customer-first approach: Strong commitment to helping customers succeed and solving problems end-to-end.
- Relationship-building skills: Ability to create trust and maintain long-term engagement with partners.
- Strong organization and attention to detail: Comfortable managing multiple priorities and processes.

Preferred Qualifications

- Experience in customer onboarding, customer success, training, or client-facing roles .
- Background in SaaS, technology, or digital platforms (Preferred) .
- Experience working with CRM tools (e.g., HubSpot, Salesforce).
- Exposure to senior living, healthcare, or service-oriented environments is a plus.




- Experience in fast-paced or startup environments is a plus.

What Makes This Role Unique

- Opportunity to make a meaningful impact on the lives of older adults .
- A role that combines people skills, training, and technology .
- Exposure to a growing and innovative industry .
- Collaborative and mission-driven work environment.

This role is supported by a government-backed program . While the position is expected to remain stable, it is important to note that funding changes could potentially impact the role in the future. Transparency is a key value for our client.

Benefits and Compensation

- Monthly salary: MXN 25,000 gross per month before taxes.
- Christmas Bonus : 30 days, to be paid in December.
- Major Medical Expense Insurance : Coverage up to $20,000,000.00 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.

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📌 Customer Onboarding & Engagement Specialist (Tech Tools) - Guadalajara MX (Centro)
🏢 Meztal
📍 Centro

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