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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding and relationship management, ensuring customer satisfaction through effective communication and training. Proficient in utilizing CRM systems to track client progress and engagement metrics while adapting strategies to meet individual client needs.
Highest-signal resume keywords
Client Relationship ManagementCRM Knowledge (HubSpot)Technical Training SkillsResults-Oriented MindsetCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Clear CommunicationAdaptabilityProactive MindsetCuriosityTeaching Skills
Tools & Technologies
CRM SystemsInternal Tracking Systems
Industry Keywords
Client OnboardingCustomer SatisfactionImplementation PhaseCustomer RetentionEngagement Metrics
About the role
Key responsibilities & impact- Conduct welcome meetings, technical training, and operational training via video calls with clients
- Adapt strategies according to each client’s profile without compromising the progress of the customer journey, while maintaining control of key metrics
- Maintain client relationships via WhatsApp to support the adoption process
- Foster client autonomy by directing technical questions to the Support team
- Ensure customer satisfaction and engagement throughout the onboarding process
- Provide internal support to the Onboarding team with technical questions and problem resolution
- Identify needs, present, and negotiate expansion products with clients in the adoption phase
- Absorb content through playbooks and propose improvements to processes and approaches
- Monitor implementation metrics (health score, engagement, progress, and deadlines)
- Take preventive action to mitigate churn or delay risks
- Manage objections throughout the implementation journey and ensure customer retention
- Keep records up to date in the CRM and internal tracking systems
- Work with internal teams (Product, Support, Sales, etc.) to resolve roadblocks and share structured feedback
- Ensure deliverables are completed on time, with quality and customer satisfaction
Requirements
What you’ll need- Knowledge of and familiarity with CRMs (HubSpot)
- Previous experience managing a portfolio of clients in the implementation phase
- Proactive and curious mindset
- Results-oriented mindset
- Clear and objective verbal communication
- Critical thinking and a sense of urgency
- Adaptability
- Strong teaching and training skills
- Availability to work in a hybrid model in Curitiba, Paraná, Brazil
- Independent contractor engagement (PJ)
Benefits
Comp & perks- Fixed salary plus commission
- Health insurance with no copay (including dependents)
- Dental insurance
- TotalPass gym membership
- Partnerships with colleges and English-language schools
- Day off during your birthday month
- Work schedule: Monday to Friday, 40 hours per week