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 op
📌 Customer Onboarding (Centro)
🏢 Meztal
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