Client Onboarding Manager responsible for the technical onboarding journey from Sales handover to go - live. Collaborating with clients and internal teams at Your Bourse to ensure smooth launches.
About the role
- Join Operations team as an Onboarding Specialist, managing client journeys and AI implementation processes. Engaging clients through onboarding while enhancing their experience with technology and AI.
Responsibilities
- Carry out the onboarding process of new client accounts, ensuring all necessary information is collected and configured for a successful launch.
- Conduct kick-off meetings with clients to align expectations, gather requirements, and walk them through the onboarding journey.
- Build and configure AI assistants using internal tools, based on client needs and business logic.
- Collaborate with Sales, Customer Support, and Product teams to ensure a seamless handoff and a unified client experience.
- Maintain clear and consistent communication with clients through WhatsApp, following up regularly to resolve blockers and ensure progress.
- Deliver the first version of the AI promptly and ensure it meets quality standards before going live.
- Monitor and manage onboarding timelines, ensuring accounts are launched within the SLA and not flagged as churn risks.
- Provide initial training and resources to help clients test and understand their AI agent.
Requirements
- Proven experience in Customer Experience, Onboarding, or Technical Support roles.
- Ability to analyze client needs and translate them into technical configurations.
- Experience creating and managing JSONs, and understanding of structured logic flows.
- Familiarity with automation tools like Zapier is a plus.
- Strong organizational skills, with the ability to manage multiple onboarding projects in parallel.
- Team player who can collaborate across departments and adapt to dynamic environments.
- A strong passion for technology, innovation, and artificial intelligence.
- Excellent verbal and written communication skills, with a proactive, client-first attitude.
Benefits
- Language Classes: Access to language classes (English, Portuguese, Spanish) to enhance communication skills.
- OpenAI Premium License: Complimentary access to an OpenAI premium license for personal or professional use.
- Paid Time Off: Enjoy 25 days/year of paid vacations and holidays to recharge and maintain a healthy work-life balance.
- Soft Hybrid Work: We meet one day/week in our Co Work offices, the rest of the time you can work remotely from wherever you like!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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