Customer Onboarding Specialist

• Own a defined Book of Business of new customers, acting as their primary strategic advisor and project manager throughout the high-impact onboarding window
• Lead consultative discovery sessions to deeply understand customer lifecycles and tech stacks, distilling complex business goals into simple, measurable onboarding milestones
• Design and execute scoped implementation workstreams, including migrations and integrations, while coordinating closely with internal Solutions, CX, and Partner teams
• Harness AI-forward tools like Glean to prepare for high-level consultations, summarize key decisions, and build mutual success plans that keep projects moving at pace
• Proactively manage portfolio health by using data signals to identify risks or expansion opportunities, ensuring a seamless handover to long-term Account Management
• Advocate for the LATAM customer voice by feeding insights back to Product and Enablement teams to improve playbooks and the localized user experience
• Introduce cutting-edge Active Intelligence features to customers, showing them how AI can accelerate their own adoption and scale their business results

• 2+ years of hands-on experience in SaaS onboarding, implementation, or consultative customer-facing roles, with a proven track record of driving early customer value
• Native Spanish (written and spoken) is required to effectively lead consultations across our diverse LATAM and global customer base
• Native or Fluent Portuguese and English is a significant advantage for deeply supporting our customers
• Experience with Marketing or Sales Automation platforms (ActiveCampaign preferred
• HubSpot, Mailchimp, or similar tools are highly valued)
• Familiarity with the WhatsApp and Meta ecosystem and platforms (Wati, Blip, HyperFlow, Manychat, etc.) to help customers navigate regional communication trends
• An AI-Forward mindset, with comfort using AI tools to streamline daily workflows and a passion for helping customers adopt new technology
• Exceptional project management skills, with the ability to manage a high volume of accounts while maintaining a consultative, solution-oriented approach
• A customer-outcome obsession, with the talent to simplify complex technical concepts into clear, actionable recommendations for business owners and marketers

Native or Fluent Portuguese and English is a significant advantage for deeply supporting our customers

• Comprehensive Health & Wellness: Top-tier benefits package that includes medical and dental benefits paid 100% by ActiveCampaign for you and your dependents, complimentary access to telehealth services, and a free subscription to Calm
• Growth & Development: Access to LinkedIn Learning, professional development programs, and career growth opportunities in a fast-growing organization
• Generous Paid Time Off: Recharge and take the time you need to maintain work-life balance
• Total Rewards: Meal vouchers for office lunches, a home office stipend to cover at-home workspace expenses, and a four-week paid sabbatical with bonus after five years
• Collaborative Culture: Work alongside brilliant, passionate colleagues in an environment that values innovation, teamwork, and mutual support