Onboarding Specialist

extra holidays - extra parental leave
Work set-up: 
Full Remote
Contract: 
Salary: 
20 - 20K yearly
Work from: 

Offer summary

Qualifications:

Experience onboarding clients onto SaaS products, preferably in HRTech, FinTech, or B2B platforms., Strong skills in designing and managing operational processes for efficiency and scale., Ability to build and maintain strong client relationships with clarity and empathy., Proficiency in using tools like Hubspot, Notion, Slack, Intercom, and project management platforms..

Key responsibilities:

  • Lead the onboarding process from contract signing to one month post-launch.
  • Coordinate with sales and other teams to ensure smooth client handovers and implementation.
  • Deliver training sessions to clients and end users to facilitate product adoption.
  • Monitor onboarding progress and success metrics to ensure a positive client experience.

Coverflex logo
Coverflex Financial Services Scaleup http://www.coverflex.com/
51 - 200 Employees
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Job description

About Us

Compensation is more than a paycheck, and traditional approaches dont adequately reflect it or the way people work today.

Were on a mission to change that. We see compensation as everything a company gives its people in return for the work they do. It should be easier to understand, offer, manage and spend.

Longterm, were working towards becoming the place where compensation happens and is managed by those who award and receive it. Were on our way to coining the term Compensationasaservice.

We’re proud to be backed by leading European VC funds, having raised over €20 million.

About You
  • You have experience onboarding clients, ideally onto SaaS products in HRTech, FinTech, or other B2B platforms. You understand what successful digital product adoption looks like.
  • You’re great at designing and managing operational processes, and you love making things run smoothly, efficiently, and at scale.
  • You build strong client relationships from day one, guiding them with clarity and empathy through their first steps.
  • You’re always looking to improve how things are done, from onboarding playbooks and automations to training sessions and internal workflows.
  • You’re comfortable in a fastmoving, everchanging environment, and you know how to stay organised, prioritise effectively, and solve problems proactively.
  • You’re techsavvy and confident using tools like Hubspot, Notion, Slack, Intercom, and project tracking platforms.
  • You collaborate easily across teams, especially with Sales, Customer Support, Operations and Product, to deliver a seamless and consistent client experience.
  • You communicate clearly and professionally in both English and Spanish (internally, we work exclusively in English and with clients itll be exclusively Spanish).
    • The Role

      As an Onboarding Specialist, you will be responsible for leading the implementation and golive process with new Coverflex clients. Youll ensure each client has a smooth, clear experience aligned with their goals, from the moment the contract is signed to their first month postlaunch.

      On a typical day, you will...

      • Coordinate sales handovers with the Sales team and run the initial client checkin.
      • Lead the onboarding process from contract signature to one month after golive.
      • Deliver training sessions for both B2B clients and end users, helping them understand how to use the Coverflex product.
      • Create and execute the client launch plan, tailoring it to each client’s needs and ensuring a successful rollout.
      • Monitor onboarding progress to meet timeline expectations and ensure adoption.
      • Focus on conversion goals and onboarding metrics, tracking success at every step.
      • Guide and support the client throughout the onboarding journey, ensuring an excellent experience.
      • Prepare and manage the handover to the assigned Customer Success Manager, ensuring a smooth and complete transition.
        • Salary range

          This role has a total gross package of 20.000€ to 23.000€, plus variable compensation and other benefits you can check below.

          The stages for this hiring process are:
          1. CV Screening;
          2. Preinterview quiz;
          3. Interview with Hiring Manager;
          4. Case study & roleplay session;
          5. Interview with People;
          6. Quick chat with Country Manager;
          7. Final interview round with CEO.
            1. Equal opportunity employer:

              Coverflex is an equal opportunity employer. All applicants will be considered and analysed regardless of ethnicity, religion, gender identity, sexual orientation, national origin, age, or disability status.

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
EnglishSpanish
Check out the description to know which languages are mandatory.

Other Skills

  • Collaboration
  • Communication
  • Problem Solving

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