Onboarding & Implementation Specialist / Finance & Sales - Remote Eligible

Onboarding & Implementation Specialist / Finance & Sales

This role is centered on delivering a seamless onboarding experience for new clients using a financing and sales enablement platform in the home improvement industry. You will guide customers through the full implementation journey, from kickoff and configuration to training and launch readiness. The position combines project coordination, customer success, and hands-on system setup to ensure dealers are fully prepared to adopt and use the platform effectively. You will lead virtual training sessions for both administrative and sales teams, helping them understand financing workflows and tools. Acting as a key point of contact, you will proactively identify risks, manage timelines, and ensure smooth execution across multiple onboarding projects. This is a highly client-facing role where organization, communication, and problem-solving directly impact customer success.

In this role, you will manage end-to-end onboarding and implementation processes for new clients, ensuring smooth configuration, training, and launch of the platform. You will coordinate multiple stakeholders, maintain accurate project tracking, and support customers throughout their adoption journey.

• Lead kickoff calls with newly onboarded clients to define timelines, expectations, and launch plans
• Coordinate onboarding activities and proactively identify and resolve potential blockers
• Maintain accurate records of onboarding progress using CRM and project management tools such as HubSpot and Monday.com
• Conduct virtual training sessions for administrative and sales teams on platform usage and financing workflows
• Provide ongoing customer support throughout the implementation phase
• Configure lender settings, applications, and account setups within the platform
• Create user accounts and ensure full system readiness prior to launch
• Communicate regularly with clients via email, phone, and video calls regarding progress and requirements
• Track and follow up on required documentation and lender stipulations
• Collaborate with internal teams to ensure successful and timely customer launches

This position requires strong organizational and communication skills, combined with experience in customer-facing onboarding or implementation roles. The ideal candidate is proactive, detail-oriented, and comfortable managing multiple projects simultaneously in a fast-paced environment.

• 4–5 years of experience in customer onboarding, implementation, customer success, or account management
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• High attention to detail and strong follow-through
• Ability to confidently lead virtual meetings and training sessions
• Strong problem-solving and adaptability mindset
• Experience using CRM systems, spreadsheets, and project management tools
• Familiarity with HubSpot, Monday.com, or similar platforms is a plus
• Experience in SaaS, fintech, lending, or home improvement industries is an advantage

Salary: USD $2,500 – $3,000 per month

• 100% remote work from anywhere in LATAM
• Opportunity to work in a fast-growing fintech and home improvement technology environment
• Exposure to customer onboarding, financing workflows, and sales enablement processes
• Hands-on experience with CRM and project management tools
• Direct impact on customer success and product adoption
• Collaborative and process-driven work environment