Onboarding Coordinator - LATAM -

Job Title: Onboarding Coordinator LATAM
Location: Remote (EST Time zone)
Salary Range: up to 3000 USD

Work Schedule: MondayFriday 8:00 AM to 6:00 PM EST

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:

Sagan represents a company dedicated to simplifying property management and enhancing the tenant experience through innovative software solutions. We pride ourselves on our rapid growth and commitment to excellence in the property management industry.

Position Overview:

The Onboarding Coordinator will take full ownership of the onboarding process for new clients and properties. This role requires a highly organized individual who excels in managing multiple projects simultaneously. You will work closely with engineering and sales teams to ensure a seamless transition to our property management software ultimately enhancing client satisfaction and retention.

Key Responsibilities:

• Onboarding Ownership:
  • Oversee the entire onboarding process from start to finish.
  • Ensure all onboarding tasks are tracked and pushed forward efficiently with support from the engineering and sales teams.
  • Maintain obsessive organization and speed to prevent any issues from falling through the cracks.
• Async Work:
  • Use ClickUp to meticulously track and document every aspect of onboarding for each project.
  • Ensure project management systems are updated so that team members can access information without direct communication.
• Data Management:
  • Set up and test API integrations to ensure seamless data flow (tools provided no coding required).
  • Coordinate the setup of CSV reports and other clientspecific requirements.
  • Gather and manage user lists for each property being onboarded.
• Quality Assurance:
  • Conduct thorough QA assessments of portfolios before launching new accounts or properties.
  • Utilize provided tools to confirm all aspects are correctly set up and swiftly address any issues.
• Client Communication:
  • Proactively communicate with clients to provide updates and address any issues.
  • Comfortably read write and speak English with highly educated American clients.
• Problem Solving and Improvement:
  • Collaborate with internal teams to resolve technical issues and ensure client satisfaction.
  • Continuously identify and implement opportunities to improve and streamline the onboarding process.

Qualifications:

• 710 years of experience in project management or client onboarding preferably with American clients.
• Obsessive organizational skills and a strong dislike for disorganization.
• Proven ability to manage multiple concurrent onboarding projects without dropping the ball.
• Strong proficiency in English both written and spoken for effective client communication.
• Advanced proficiency with project management software particularly ClickUp.
• A proactive approach to suggesting and implementing process improvements.

NicetoHaves:

• Experience with Hubspot CRM.
• Background in the property management industry.

Why This Role Is Essential:

The Onboarding Coordinator plays a crucial role in setting our clients up for longterm success. By ensuring every aspect of the onboarding process is executed flawlessly you will lay the foundation for client satisfaction and retention. We are seeking someone passionate about process optimization who thrives in a fastpaced detailoriented environment. If you are a selfstarter with a track record of managing complex projects and delighting clients wed love to hear from you!

Please note: To ensure prompt processing of your application we kindly request that you submit your resume and intro video in English format.

Remote Work :

No