SaaS Onboarding Specialist

<p><strong>Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM the world’s premier hub for growth and excellence.</strong></p><p>🌟 About our Client:<br>Our client operates within the B2B SaaS space, offering software solutions tailored for wealth management professionals. They provide a platform that helps advisors streamline their daily workflows, optimize financial strategies, and ensure compliance, with a focus on delivering actionable data and seamless integrations.</p><p>✍ Short Description:<br>We are seeking an Onboarding Specialist to lead product training for new and existing clients, ensuring they are equipped to use the platform effectively. This role involves designing and delivering structured onboarding sessions, tracking adoption metrics, and continuously refining training programs based on client feedback. You will also work closely with internal teams to ensure the training content is up to date and meets the needs of various client personas.</p><p>🌎 Location: 100% Remote (LATAM only)<br>🗣 Language Requirements: Advanced English (C1+)<br>⏰ Schedule: Full-time, aligned with EST<br>😀 Start Date: ASAP</p><p>💰 Compensation & Benefits:</p><ul><li><p>Competitive salary in USD</p></li><li><p>Remote-first flexibility. Work from anywhere.</p></li><li><p>A monthly flexible benefits budget, in addition to your salary.</p></li><li><p>PTO and paid U.S. holidays</p></li></ul><p>💼 Responsibilities:</p><ul><li><p>Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.</p></li><li><p>Design and refine training programs for different client personas, focusing on adoption and feature usage.</p></li><li><p>Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement.</p></li><li><p>Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides.</p></li><li><p>Identify opportunities for training program improvements based on adoption data and client feedback.</p></li></ul><p>💡 Qualifications:</p><ul><li><p>3-5 years of experience in B2B SaaS customer training or customer education.</p></li><li><p>Proven ability to design and deliver structured training programs, adapting content to different audiences.</p></li><li><p>Experience using CRM tools such as HubSpot to track training progress and adoption.</p></li><li><p>Strong communication skills with the ability to present complex product features clearly.</p></li><li><p>Experience collaborating with cross-functional teams to refine training content and processes.</p></li></ul><p>📩 If you meet the experience outlined above, we’d love to hear from you. Please apply—our team is excited about your application and will be in touch as soon as possible.</p>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...