Saas Onboarding Specialist

– Lead onboarding calls with new paid users to understand their needs and connect them with tools and features that best support their objectives.

– Monitor user accounts to ensure tools are effectively integrated into workflows and provide proactive optimization suggestions to enhance account performance.

– Analyze engagement data to maintain account health and identify early indicators of potential account churn, focusing on preventing cancellations.

– Investigate industry challenges and user accounts to tailor communications that encourage users to schedule onboarding calls.

– Design a user profiling system during the onboarding process to equip account managers with essential insights for efficient post-onboarding account management.

– Built and maintained relationships with Optmyzr software clients in Latin America, North America, and Europe.

– Bridged communication between clients and the engineering team to fix bugs, gather feedback for new developments, and understand overall user sentiments about the software.

– Coordinated and conducted brown bag sessions to train the account management team on new tool releases, functionalities, internal
processes, and industry updates.

– Conducted virtual meetings with paid users to demo new functionalities, solve user problems, and review current account usage for optimal results.

-Developed client retention strategies, including optimization suggestions, special offers, and additional training opportunities.

– Assisted clients from the mining, tech industries, and international corporations with immigration strategies for foreign workers.

– Managed the processing of short-term work permits for over 70 foreign workers.

– Kept clients updated about their immigration case statuses, ensuring effective communication.

– Conducted outreach and meetings to gather necessary documentation from foreign workers and their company contacts for visa and residence applications.

-Conducted outreach and meetings to gather necessary documentation from foreign workers and their company contacts for visa and residence applications.

– Collaborated in the coordination of Congreso Futuro, one of the most important science, technology, and innovation events in Latin America.

– Organized side activities for international speakers, facilitating their engagement with multiple stakeholders of the event, including universities, embassies, state entities, corporations, and non-profit organizations.

– Managed the logistics for more than 40 international speakers at 10 regional Congreso Futuro events, ensuring smooth and successful participation.

– Organized participant databases using CRM solutions like Hubspot and Google Suite, optimizing event planning and execution.

– Coordinated the creation and management of the +Congreso Futuro platform, a digital space for publishing articles, opinion columns, and podcasts related to Congreso Futuro.