Onboarding Specialist (México)

Onboarding Specialist (México)

15 ago
|
Value Add Marketing
|
México

15 ago

Value Add Marketing

México

Meet Value Add Marketing:
At Value Add Marketing, you'll help real estate agents build real businesses with strong foundations, scalable systems, and lasting impact. Our mission is straightforward: change millions of lives through real estate. We set a high bar, move with urgency, and measure ourselves by results. If you want to create - and work with a team that plays to win - you'll fit right in.
We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here.

What You'll Do
Take over each client from B2B Sales right after they sign and pay.
Book and run a Zoom onboarding call within 24–48 hours of handoff.
Connect the client's Meta ad account and payment method.
Walk them through CRM login, calendar sync, and phone number purchase.
Collect campaign details on the call: ad account name, campaign type (buyer vs. seller focus), city/state, target counties, daily ad spend, ISA usage, language.
Record the call (Fathom) and fill out the onboarding form for every client.




Confirm all tech/account setup is complete before handing off to Media Buying and CSM.
Flag missing info or setup issues to the internal team fast — campaigns need to launch in 7–10 days.

What We're Looking For
Spanish and English, spoken well — this is a live client-facing call.
Can learn CRM/ad platforms fast (GoHighLevel, Meta Ads experience a plus).
Organized, detail-oriented — you're the last check before the account gets built.
Experience in onboarding, account management, or client success.
Can manage a queue of clients and stick to a 24-48 hour SLA.
Comfortable running video calls and screen-sharing with non-technical clients.

Location
Remote

Employment Type
Full time

Compensation
$1,500 OTE / month
(On-Track Earnings)

Benefits
Value Add Marketing sports fund
Versátil time off and company-wide holidays
Real-life company events and meetups

📌 Onboarding Specialist (México)
🏢 Value Add Marketing
📍 México

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