Customer Onboarding Specialist, Costa Rica
$27k - $30kOwner
Customer Onboarding Specialist As a Customer Onboarding Specialist you will be the first to welcome a newly‑signed partner to the Owner platform. Strong communication skills are a must to ensure alignment on expectations so that the restaurant has the highest quality mobile app and website launch, as soon as possible. Strong organizational skills are also vital because you’ll be balancing a portfolio of partners, all in different stages of the onboarding journey. This is a fast‑paced, KPI‑focused role so attention to detail is key – your days will be spent managing a high volume of inbound/outbound emails, calls, and SMS messages from your partners. This gives you a unique opportunity to perfect your time management and client‑facing skills. You’ll also partner closely with our product and engineering teams and have the opportunity to shape the future of the product. We use Salesforce to log all activity; your success will be measured by your ability to collect necessary assets and information, coordinate internally across multiple teams, set proper expectations ahead of launch, and ensure a smooth handoff to the Restaurant Success Manager. This role is 100% remote and can be based anywhere in Mexico, Colombia or Costa Rica. Impact Advocate for restaurant owners so that they maintain ownership of their mobile app or online presence Coach and educate restaurant owners on best practices for their online ordering setup, backed by statistics and rigorous SEO testing by our product team. Work on projects and initiatives that improve our internal processes Impact the Owner platform design by providing relevant product feedback to our engineering team Partner and collaborate successfully with cross‑functional teams Minimum Requirements Ability to effectively manage multiple accounts, all at various stages of the onboarding journey. Growth mindset: you are a lifelong learner and committed to professional growth and development. Solutions‑oriented and can identify issues and take appropriate action/ownership. Thrive while working in a fast‑paced environment where change is common. Strong English fluency: reading, writing, and verbal communication skills. (C1/C2 preferred) It’s a plus if you’ve worked in the restaurant industry at least 1 year. Pay and Benefits The estimated annual base salary range for this role is the local equivalent of $27,000 - $30,000 USD, plus comprehensive health coverage, unlimited PTO – plus extra fun perks! Employment Scams Notice Communication from our team regarding job opportunities will only be made by an Owner team member with an @owner.com email address. We do not conduct interviews over email or chat platforms, and we will never ask you to provide personal or financial information such as your mailing address, social security number, credit card numbers or banking information. If you believe you are being contacted by a scammer, please mark the communication as "phishing" or "spam" and do not respond. #J-18808-Ljbffr
- ...corporations are taking their customers, bleeding their profits, and... ...you As an Associate Launch Specialist, you will be responsible for... ...customers’ app setup and onboarding experience. Strong organizational... ..., but you must be based in Costa Rica! The impact you will have...SuggestedWork at officeLocal areaRemote work
- ...A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...SuggestedRemote work
- ...A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...SuggestedRemote work
- ...employees rate SambaSafety as top-notch, with a rock solid 4.9-star rating on Glassdoor. What You’ll Do: At SambaSafety, our Customer Onboarding Team is dedicated to empowering our customers with the skills and confidence they need to effectively use our solutions, ultimately...SuggestedFlexible hours
- ...A leading tech company is seeking a Support Operations Associate who will ensure seamless support experiences for customers during onboarding. The ideal candidate should have at least 3 years of experience in Support Operations, especially in SaaS or telecom sectors, and...Suggested
- Opus Training Inc. is seeking a Customer Success Specialist to support its platform users, requiring deep product knowledge and communication skills. The role includes onboarding customers, troubleshooting technical issues, and enhancing internal processes through customer...Remote work
- ...technology company in the United States is looking for a dedicated Client Support Specialist. This role combines high-quality customer service with platform training to ensure successful client onboarding and ongoing support. The ideal candidate will have 1-3 years of...
- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense approach to solving business problems through technology. Born out of Bluware Inc. which has been in business for twenty-seven years, Indigo Beam was conceived...Full timeContract workRemote work
- ...additional and enhanced due diligence KYC reviews for new and existing customers • Escalate any unusual transaction activity changes to... ...of a team Your team You'll be working with the Client Onboarding KYC team. The team is front office and client-facing and you...Flexible hours
- ...Oakwell Private Wealth Management is seeking a Fully Remote Client Service Onboarding Specialist to enhance client relationships through exceptional service. Ideal candidates will possess over 5 years of wealth management experience and demonstrate strong technological...Remote work
- ...Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and... ...client success. Role Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best‑in‑class onboarding experience...
- ...solutions aligned with client goals Maintain accurate account notes, forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking for Experience in account management, client growth, or sales roles...Remote workWork from home
- Virtualite Business Process Outsourcing Services is looking for an account manager to manage and grow client accounts. The role involves identifying opportunities for upsell and conducting consultative conversations to understand client needs. Ideal candidates should possess...Remote work
- ...A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time... ...attention to detail. The ideal candidate should possess customer-facing experience and be self-motivated. The position offers...Full timeRemote work
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join... ...Excellent communication and relationship‑building skills. A customer‑focused, solution‑oriented mindset. Comfortable working independently...Remote work
- A financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family offices and high-net-worth individuals. The ideal candidate will excel in building relationships, managing...
$48 - $50 per hour
...on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales &...Contract work$78.32k - $109.28k
A global financial services firm in New York seeks a professional for a Client Onboarding role. The ideal candidate will have 2-5 years of relevant experience and strong analytical and interpersonal skills. Responsibilities include client onboarding, risk assessment, and...$35 - $50 per hour
...professional who can hit the ground running and deliver results quickly. Key Responsibilities & Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of lenders onto the digital voting ecosystem, ensuring correct mapping of legal entities and...Contract workWork at officeImmediate start3 days per week$29.2 - $34.4 per hour
Overview Overview: We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States. This role is for someone who thrives on guiding...Part timeSeasonal workLocal areaImmediate startFlexible hours- ...leads to finalize service decisions Present Virtualite’s solutions and close new client agreements Guide new clients through the onboarding and activation process Address objections and ensure a smooth handoff from sales to operations Maintain accurate records of opportunities...Remote workWork from home
- ...A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication...
- BronxWorks is seeking an HR Administrative Support professional in New York City to facilitate talent acquisitions and support onboarding processes. The candidate will oversee HR projects, maintain electronic personnel files, and ensure compliance during the hiring process...
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and... ...client experience. Strong knowledge of cryptocurrency and customer service experience are essential. This role is remote and requires...Fixed term contractRemote workWeekend workAfternoon shift
$65k - $75k
...hiring a Sr Client Service Associate to act as the primary liaison between clients and Financial Advisors. This key role involves onboarding new clients, managing financial transactions, and ensuring exceptional client experience. The position requires a Bachelor's...$100k - $115k
A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have...$26.7 - $40.36 per hour
A leading financial services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries. The role demands a Bachelor's degree and at least two years of experience in the investment management industry. Key...Hourly payWork at office$72k - $80k
...located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of experience in finance and...$110k - $125k
Guggenheim Investments is seeking a Client Service Specialist for their New York City office. This role involves working closely with the Senior Client Service Executive and various internal teams to manage institutional client relationships. Candidates should have a Bachelor...Work at office- ...client transactions, and manage account records effectively. Strong organizational skills and excellent communication are essential for this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Onboarding Specialist, Costa Rica. Be the first to apply!
- customer service representative csr New York, NY
- customer retention representative New York, NY
- service representative New York, NY
- client retention specialist New York, NY
- bilingual customer support specialist New York, NY
- customer service associate remote New York, NY
- customer service representative ii New York, NY
- international customer service representative New York, NY
- employee relations assistant New York, NY
- full time customer service representative work from home New York, NY


