Client Onboarding Specialist - US

WeTravel

2d•Remote

About The Position

Hello! 👋 I'm Na'ama, the hiring manager for the Client Onboarding Specialist role. I am based in the Boston Area and have been working in the travel and fintech industry for 10 years in various roles. I am the Team Lead of WeTravel's Onboarding Team. We are so excited to grow the team! Our team’s mission is to help new customers get up and running with WeTravel quickly and effectively. We empower our client’s businesses to grow while taking the load off our Sales team. We love helping people succeed and making the transition to WeTravel smooth, impactful, and efficient! We’re looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. If you thrive in cross-functional environments, enjoy working with teams and clients across the globe, and are excited to make a real difference…this could be the perfect role for you! How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings to make sure every new customer feels completely confident using the WeTravel platform. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers. Our team is involved across the entire journey, jumping in wherever we can to provide support and make things easier. Please note that business travel is a possibility for this role (1-2 times per quarter) as-needed for on-site client onboarding projects. Why You Should or Shouldn’t Apply You should apply if you: Are fluent in English (bonus points for other languages!) Are passionate about educating customers and colleagues, performance improvement, and commercial success. Are organized, proactive, and comfortable working independently in a remote environment. Are comfortable being in a customer facing role + tasks that require attention to detail. Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!) Enjoy doing onsite visits to clients and helping them get set up for success! Bonus points if you: Have experience in travel tech or SMB-focused SaaS. Are familiar with HubSpot, Slack, Confluence, Loom. Have a teaching background, or Onboarding, Customer Success, Account Management, or Implementation roles. Have experience designing and implementing best practices and processes. You might not be the right fit if you: Prefer roles that are mostly reactive or lack a customer facing interaction. Are uncomfortable doing sometimes repetitive tasks without losing focus. Are not comfortable working across different time zones with minimal supervision.

Requirements

Are fluent in English (bonus points for other languages!)
Are passionate about educating customers and colleagues, performance improvement, and commercial success.
Are organized, proactive, and comfortable working independently in a remote environment.
Are comfortable being in a customer facing role + tasks that require attention to detail.
Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!)
Enjoy doing onsite visits to clients and helping them get set up for success!

Nice To Haves

Have experience in travel tech or SMB-focused SaaS.
Are familiar with HubSpot, Slack, Confluence, Loom.
Have a teaching background, or Onboarding, Customer Success, Account Management, or Implementation roles.
Have experience designing and implementing best practices and processes.

Responsibilities

Partnering with sales teams to get them (and our customers) set up for success.
Finding possible pain points and/or red flags and addressing them before they actually happen.
Build trips, migrate participants, deliver training directly with the customer to ensure they are properly set-up.
Managing multiple projects at the same time and making sure none of them are left forgotten or fall through the cracks.
Leading each project and taking full ownership of each project to do what you were approached to do and more!
There’s always extra value we can add to the table!

Benefits

Your health matters – US team members get 100% employer-covered HDHP medical, DHMO dental, and standard vision coverages or a choice of plans that suit your needs.
Generous “Time to Recharge” policy — enjoy unlimited paid time off to rest and recharge.
Amsterdam Program – visit us in Amsterdam (HQ) for 2–4 weeks annually, staying in one of our WeTravel apartments.
Work remotely for a maximum of 4 weeks per calendar year.
Annual team off-site (often somewhere sunny ☀️).
Extensive paid family leave.
Three paid volunteer days per year.
Two-week cross-functional onboarding program.
Cutting-edge equipment and tools to set you up for success.
Cambly access for English language support, if needed.
Join a global, fun-loving, and impact-driven team.