Company Description

Leadsales is the first CRM built specifically for WhatsApp in Mexico, designed to help businesses convert more leads without losing visibility or control. The platform allows teams to assign and manage contacts from a single WhatsApp line across multiple agents, streamlining communication and follow-up. Users can customize sales funnels, automate messages, and accelerate their sales process. Leadsales also provides tools to monitor team performance and optimize conversion rates, enabling sales teams to close more deals efficiently.

Role Description

The Onboarding Specialist is a full-time, on-site role based in the Bogotá D.C. Metropolitan Area. This role is responsible for guiding new clients through the onboarding process, including setting up their Leadsales accounts, configuring WhatsApp CRM workflows, and ensuring they understand core features and best practices. Day-to-day tasks include conducting onboarding calls and demos, documenting client requirements, creating simple training materials, and following up to confirm successful adoption and usage. The Onboarding Specialist will collaborate closely with Customer Success and Support teams to address client questions, track onboarding progress, and proactively identify opportunities to improve the client experience.



This role also involves collecting feedback from new customers and sharing insights that inform product improvements and process optimization.

Qualifications

- Candidates should possess strong Interpersonal Skills and Communication abilities to build trust, explain concepts clearly, and collaborate effectively with clients and internal teams.
- Candidates should possess experience in Customer Onboarding and Client Onboarding, including guiding new users through setup, training sessions, and early product adoption.
- Candidates should possess solid Analytical Skills to understand client needs, interpret usage data, and propose practical improvements to onboarding workflows.
- Experience in CRM tools, SaaS platforms, or sales enablement technologies is beneficial.
- Ability to work on-site in the Bogotá D.C. Metropolitan Area, manage multiple onboarding projects, and prioritize tasks in a fast-paced environment.
- Strong organizational skills, attention to detail, and a service-oriented mindset focused on customer satisfaction and long-term retention.
- Professional proficiency in Spanish; English communication skills are a plus.
- Previous experience in Customer Success, Account Management, or Implementation roles and a relevant bachelor’s degree or equivalent practical experience is preferred.

#J-18808-Ljbffr

📌 Onboarding Specialist (Bogotá)
🏢 Leadsales
📍 Bogotá