Self-Service Implementation Agent

PROJECT OVERVIEW:

This role supports Self Service Plan Sponsors during onboarding by providing
timely, high-quality guidance as users navigate our client’s platform. The Agent
does not own onboarding end to end, but instead focuses on quickly responding to
inquiries, clarifying requirements, unblocking progress, and reinforcing
standardized processes. Success in this role depends on strong communication,
comfort operating in a fast-paced, high-volume environment, and a non-negotiable
commitment to responsive, reliable service.

KEY RESPONSIBILITIES

* Supporting Self Service Plan Sponsors as they onboard to our client’s
platform
* Provide timely, accurate, and high-quality responses to Self Service client
inquiries, recognizing that speed and reliability of service are
non-negotiable expectations of the role
* Guide Self Service clients through the onboarding path by providing
clarification, direction, and timely support
* Monitor progress across multiple Self Service onboarding efforts, identifying
blockers, risks,



or points of confusion and escalating when appropriate
* Offer clear guidance on timelines, required actions, and next steps to help
clients successfully complete onboarding milestones
* Communicate clearly and concisely with internal and external stakeholders
regarding onboarding expectations, available resources, and process updates
* Support basic plan design questions and onboarding education, assisting
clients in understanding tools, workflows, and requirements

REQUIRED QUALIFICATIONS

* Experience in client support, project coordination, or cross-functional
collaboration roles
* Demonstrated ability to deliver prompt, reliable service in a pooled,
high-volume support environment
* Strong communication skills with the ability to provide clear, concise
guidance under time-sensitive conditions
* Experience using operational and workflow tools such as Jira, Salesforce, and
Google Workspace; ability to follow and rei

📌 Self Service Implementation Specialist (Colombia)
🏢 Meridial
📍 Colombia