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Workflow Specialist – Wave (LATAM)

Valorx

Role overview

Qualifications

  • Strong verbal and written communication skills
  • Highly organized and detail-oriented
  • Comfortable leading customer calls
  • Proactive, confident follow-up mindset

Responsibilities

  • Drive Customer Implementations
  • Manage multiple Wave implementations simultaneously
  • Work closely with Product and Support teams
  • Schedule and lead customer touchpoints

About the company

Valorx logo

Valorx

Computer Software / SaaS

When data management within Salesforce becomes time-consuming and critical data fields are not being properly updated, your organization can leverage Valorx – CRM management software with Excel functionality. At Valorx, our goal is to help improve data quality, enable end-user productivity and efficiency while maintaining Salesforce as your true system of record. Users can use Valorx to easily retrieve CRM data from any object, manage it within Excel, and send the data back to Salesforce with a click of a button.If you interact with Salesforce data, try Valorx – a combination of speed, amazing UI, bulk data processing, and so much more.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

🚀 About the Role
Valorx is looking for a highly organized and proactive Workflow Specialist to ensure Wave customers successfully go live with Valorx Grids and Matrices.

This role owns the customer journey from initial configuration through collaborative reviews and solution walkthroughs, deployment, and successful go-live. You will work closely with customers and will be supported by Product specialists’ teams to ensure smooth execution and effective use of Wave features.

This is a fast-paced, multi-customer environment requiring structure, follow-through, and confidence.

📄 Please upload your resume in English when applying.
 
🎯 Key Responsibilities
1️. Drive Customer Implementations
  • Onboarding and setup customers with Valorx Wave.
  • Serve as the trusted Wave expert for the customer — providing clarity, confidence, and proactive guidance so they feel fully supported at every stage of implementation.
  • Coordinate UAT, milestones, and environment transitions to ensure smooth and timely go-live.
 
2️. Structured Multi-Customer Management
  • Manage multiple Wave implementations simultaneously
  • Maintain clear status tracking and next steps
  • Identify risks or blockers early
  • Proactively follow up to maintain momentum
3️. Cross-Functional Collaboration
  • Work closely with Product and Support teams
  • Stay up to date on new Wave features and enhancements
  • Help customers apply new capabilities to solve business workflows
  • Escalate structured feedback and recurring issues internally
4️. Customer Champion
  • Schedule and lead customer touchpoints
  • Drive decisions and action items after every meeting
  • Ensure customers feel supported and confident throughout implementation
  • Become a trusted point of contact during onboarding
🧠 Required Skills & Qualifications
Must Have
  • Strong verbal and written communication skills
  • Highly organized and detail-oriented
  • Comfortable leading customer calls
  • Proactive, confident follow-up mindset
  • Ability to manage multiple parallel projects
  • Strong time management skills
Preferred
  • Basic knowledge of SaaS setup and administration (Salesforce will be a plus)
  • Experience in SaaS onboarding, implementation, or customer success
  • Experience working with North American customers
  • CRM familiarity (Salesforce preferred)
We are open to training the right candidate on Wave and deeper Salesforce concepts.
Note : This role is open and available remote only to candidates based in LATAM (Latin America).

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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