Customer Onboarding Specialist

PORCH 💚

. Prepare new customer accounts for successful launch by configuring company logos, agreements, pricing, and other setup details .

Posted 10/2/2026full-timeRemote • ColombiaJuniorMid-Level💰 COP 4,000,000 - COP 4,700,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding and support, with strong presentation and interpersonal skills to effectively engage and educate customers in a virtual environment. Proficient in managing customer accounts with attention to detail and a focus on building positive relationships.

Highest-signal resume keywords

Customer OnboardingPresentation SkillsAdvanced English ProficiencyTime ManagementProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceAccount ManagementVirtual TrainingAttention to DetailOrganizational Skills

Soft Skills

Interpersonal SkillsListening ComprehensionSelf-MotivationCollaboration

Tools & Technologies

Desktop SoftwareMobile SoftwareVirtual Meeting Platforms

Industry Keywords

Customer SuccessOnboarding ExperienceCustomer RelationshipsGlobal Business Teams

About the role

Key responsibilities & impact

Prepare new customer accounts for successful launch by configuring company logos, agreements, pricing, and other setup details
Guide customers through onboarding via phone and email, schedule and conduct on-camera virtual onboarding meetings, and provide follow-up support
Conduct engaging virtual training sessions to support software understanding, confidence, and adoption
Manage scheduled onboarding sessions and independent account setup work while meeting timelines and maintaining accuracy
Build strong customer relationships by establishing rapport, listening to needs, and creating a positive onboarding experience
Identify customer needs and opportunities to introduce additional features or modules
Own the onboarding experience, proactively address challenges, and coordinate with internal teams when assistance is needed
Provide customer support via phone, chat, and email while documenting interactions, progress, and next steps
Maintain accurate internal records and communicate account setup, onboarding progress, outstanding needs, and customer concerns to teammates

Requirements

What you’ll need

2+ years of experience in Customer Service, Customer Success, Customer Onboarding or Account Management
Strong presentation and interpersonal skills with the ability to confidently engage and educate customers in a virtual environment
Advanced English proficiency with clear verbal and written communication skills, including the ability to confidently conduct live customer training and communicate with English-speaking customers by phone, video, and email
Strong attention to detail and accuracy when configuring customer accounts and completing setup tasks
Excellent time-management and organizational skills with the ability to balance scheduled customer meetings, account builds, and follow-up responsibilities
Comfortable learning and working with technology, including desktop and mobile software
Ability to follow established processes while maintaining natural, conversational communication with customers
Self-motivated with the ability to work independently while also collaborating effectively within a team
Strong problem-solving skills with a willingness to take ownership of issues and work toward resolution
Strong listening comprehension with the ability to understand customer needs and translate them into appropriate next steps
Dependable and committed to consistent attendance, productivity, and performance excellence
Experience working with global and/or US based business teams
A quiet workspace
Internet connection of at least 30 Mbps download and 10 Mbps upload