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Client Onboarding Specialist (SAAS/ IT) – Remote | Indefinite-term Contract- Pre-Paid Medicine

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Role overview

Qualifications

  • 1–4 years of professional experience in SaaS, software implementation, or technical onboarding/consulting roles.
  • Top-tier verbal and written English communication skills (near-native level, C1) tailored for a North American commercial audience.
  • Strong quantitative capabilities with practical experience in spreadsheet models, data mapping, and financial/operational reconciliation.
  • Native-level AI fluency, with extensive experience using AI tools in day-to-day workflows.

Responsibilities

  • Lead multi-unit restaurant and franchise accounts through post-sale onboarding, channel integration, and official platform launch.
  • Configure software against client channels, POS systems, delivery platforms, and bank feeds.
  • Audit and reconcile financial and operational data to ensure complete figures accuracy prior to account go-live.
  • Lead engaging onboarding sessions for restaurant operators, executives, and CFOs.

About the company

Search logo

Search

Staffing & Recruiting

Search is one of the UK’s leading multi-discipline recruitment agencies, covering more than 15 different specialisms and operating from 14 offices nationwide. With over 35 years’ recruitment experience, we’ve built trusted relationships with over 6,000 clients and have expert knowledge in a range of markets. We have an extended candidate database of over 320,000 professionals, with an average of 4,900 job seekers registering with us each month and a successful hiring rate of 80%. Through our partnership approach, flexible delivery and ability to adapt to changing market conditions we match the right candidates with the right employers. It’s why people return to us time and time again – so you can trust us to get it right. We recruit for more than 15 distinct specialisms across the UK: Accountancy & Finance Business Support Call & Contact Centre Construction & Property Driving Energy Engineering & Manufacturing Financial Services Health & Social Care Hospitality Industrial Legal Logistics Marketing Nursing PA/EA Sales Social Work Many of our consultants have worked in the industry they recruit for, so they have unique insight into market conditions, business needs and employment expectations. They understand what employers are looking for and what skills make candidates stand out. Our success is built on trust, expert guidance and realistic targets. That’s why thousands of clients and candidates every year have us as their recruitment agency of choice. • Aberdeen: 01224 611 100 • Birmingham: 0121 726 6011 • Brighton: 01273 855 000 • Bury: 0161 835 8600 • Crawley: 01293 848 100 • Dundee: 01382 305 400 • Edinburgh – The Gyle: 0131 718 8000 • Edinburgh – West End • Glasgow: 0141 272 7777 • Leeds: 0113 308 8000 • Liverpool: 0151 229 5555 • London: 020 3958 7203 • Manchester: 0161 835 8600 • Newcastle: 0191 300 3300 • Sheffield: 0114 349 2100

Company details

Company typeSME
IndustryStaffing & Recruiting
Company size501 - 1000

Links

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Job description

Description

Position at FiltaGlobal Colombia SAS

Location: Work From Home – Bogotá, Cali, Medellin Only
Schedule: Monday- Thursday 8:00 AM – 5:30 PM; Friday, 8:00 AM – 5:00 PM (Aligned with North American Eastern Time)
About the Company
This is a fast-paced, high-growth startup rapidly scaling across thousands of multi-unit restaurant locations. Operating in an ambitious 200mph environment, the company values personal accountability, proactive problem-solving, and pragmatic leadership.
They’re now looking for a Client Success/ Onboarding Specialist to join their growing team in a remote setup. 
Why You’ll Love Working With Us

  • An indefinite contract that includes all the Colombian government benefits (13th-month salary, unemployment insurance, interest on unemployment insurance, health care service, pension, labor risk administration, 15 vacation leaves per year of service).

  • 2 paid Family Days per year.

  • 3 Paid Time Off (PTO) per year.

  • Paid birthday leave. - Only for clients who sign after June 9th 2025.

  • Private healthcare with dental insurance for the employee and one dependent.

  • Computer will be provided + internet allowance.

  • Member Wellness Program.

What You’ll Be Doing
You’ll be part of the Customer Success function, supporting post-sale onboarding, system integration, and financial data reconciliation. Your key tasks will include:  

  • Lead multi-unit restaurant and franchise accounts through post-sale onboarding, channel integration, and official platform launch.  

  • Configure software against client channels, POS systems, delivery platforms, and bank feeds.  

  • Audit and reconcile financial and operational data to ensure complete figures accuracy prior to account go-live.  

  • Lead engaging onboarding sessions for restaurant operators, executives, and CFOs.

  • Triage setup blockers and initial technical issues directly with product and engineering teams.  

  • Leverage AI tools daily to streamline onboarding workflows, troubleshoot configurations, and maintain documentation.  

  • Monitor account health, track contract terms, and land account renewals and upsells

What You’ll Bring

  • 1–4 years of professional experience in SaaS, software implementation, or technical onboarding/consulting roles.  

  • Top-tier verbal and written English communication skills (near-native level, C1) tailored for a North American commercial audience.  

  • Strong quantitative capabilities with practical experience in spreadsheet models, data mapping, and financial/operational reconciliation.  

  • Native-level AI fluency, with extensive experience using AI tools (such as Claude) in day-to-day workflows.  

  • Exceptional resilience, adaptability, and comfort thriving in an ambiguous, high-growth startup environment.  

  • A proactive, empathetic, and customer-driven approach with complete personal accountability

Bonus Points For

  • Background in top-tier strategy consulting (e.g., Bain, McKinsey, BCG) or high-growth tech.

  • Familiarity with restaurant/retail tech, POS integrations, SQL, or Salesforce.

Ready to Apply?
Click Apply, upload your CV, and complete our brief questionnaire.
Want to fast-track your application? Connect with Martin at [email protected]
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MR

Marcus Rivera

Chief Revenue Officer

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