SaaS Client Specialist

Location: Remote - Mexico

Schedule: Full-Time, 9:00 AM-6:00 PM Eastern Time

Monday-Friday | Availability during Eastern Time business hours required

About the Role

We're seeking a proactive, tech-savvy, and client-focused SaaS Client Specialist to join a rapidly growing company in the technology space. In this role, you'll work closely with clients to help them maximize platform adoption, optimize learning content, deliver training initiatives, and achieve their business goals through an innovative SaaS platform.

What You'll Do

Client Success & Engagement

- Build and maintain strong relationships with clients throughout their journey.
- Serve as a trusted advisor and key point of contact for assigned accounts.
- Conduct regular client meetings, health checks, and platform adoption reviews.
- Provide recommendations and best practices to help clients maximize platform value.
- Support client initiatives and ensure successful delivery of services and projects.

Training & Platform Adoption

- Deliver virtual training sessions, workshops, and platform demonstrations.
- Create custom guides, action plans, and training materials.
- Support onboarding and ongoing enablement activities.
- Help clients navigate the platform and adopt new features effectively.
- Encourage engagement and long-term platform utilization.

Content & Managed Services Support

- Review existing learning materials and content for accuracy and effectiveness.
- Identify opportunities to improve or reorganize content and learning experiences.
- Create and manage platform assets, forms, and content.
- Execute platform health checks and audits.
- Assist with client projects and deliverables.

Client Support & Cross-Functional Collaboration

- Track and coordinate client requests and support tickets.




- Partner with Product, Support, and Operations teams to address client needs.
- Document client interactions and maintain accurate records.
- Communicate client feedback and improvement opportunities internally.
- Help proactively identify and resolve issues before they impact clients.

What We're Looking For

Experience & Skills

- 2+ years of experience in Customer Success, Client Services, SaaS Support, Implementation, Training, Account Management, or similar client-facing roles.
- Strong English communication skills are required. You must be comfortable leading meetings, delivering presentations, conducting training sessions, and building relationships with English-speaking clients.
- Comfortable learning and working within software platforms and technology solutions.
- Strong organizational skills and attention to detail.
- Experience using AI tools in a professional environment is highly preferred!

Nice to Have

- Experience in Customer Success within a SaaS company.
- Knowledge of the Healthcare, Life Sciences, Pharmaceutical, or Medical Technology industries.
- Experience conducting customer reviews, health checks, or adoption programs.

Compensation & Benefits

We'd love to understand your salary expectations or desired compensation range as part of the application process. Compensation for this role is currently being finalized and will ultimately depend on experience, qualifications, and overall fit.

We offer flexibility based on your preferred engagement model:

Payroll: 12 vacation days, 15-day Christmas bonus equivalent, major medical insurance, life insurance, IMSS enrollment, and company-provided laptop.

Direct Contractor (Prestador de Servicios): 12 vacation days, 15-day Christmas bonus equivalent, major medical insurance, accounting support, and company-provided laptop.

📌 SaaS Client Specialist (Ciudad de México)
🏢 Remoto Workforce
📍 Ciudad de México