Dedicated Customer Onboarding Specialist with over 7 years of experience in client engagement.
Overview
8
8
years of professional experience
Work History
Customer Onboarding Specialist (Spanish)
ONECARD
Monterrey, Nuevo León, México
05.2018 - Current
Contact new clients, welcome them to the company, confirm the products they have signed up for, and schedule training dates and times.
Helping clients identify how to adapt their operational needs to the software so they can get customized reports based on their needs.
Walk the client through the complete configuration and activation process for the prepaid cards, and set up the accounting information in the software.
Train the client on how to request funds from the cards, the expense verification process, reporting and how to sign up for the mobile app.
Provide operational support for questions or concerns that may arise during the client’s transition to the new card/software
Attend internal sessions with management to provide detailed updates on the status of each new client
Education
Bachelor of Science - Hospitality And Tourism Management
Facultad De Ciencias Políticas Y Relaciones Internacionales
Monterrey, NL, México.
High School Diploma -
Preparatoria 22 UANL
Guadalupe, NL, Mexico.
Skills
Key Skills:
CRM Tools: Sales Force
Languagues: Spanish (Native), English (Profesional working)
Adaptability / Flexibility
Microsoft Office (Word, Excel, Powerpoint)
Time management & client-focused approach
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Customer Onboarding Specialist (Spanish)
ONECARD
05.2018 - Current
Bachelor of Science - Hospitality And Tourism Management
Facultad De Ciencias Políticas Y Relaciones Internacionales