Description review
Client Onboarding Specialist
Housecall Pro · Mexico · back to the listing
HR standards
56/100
needs work
Title ↔ description
64/100
needs work
Reads as
Customer Success Manager
100% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
Large employers
- Customer Solutions Manager, EDU & SLG Western Region - CSM Amazon.com
- Technical Account Manager, Newspack Automattic
- Customer Success - Team Manager Canonical
- Enterprise Customer Success Manager (Japanese speaker) Canonical
- Graduate Customer Success Manager Canonical
Startups
- Manager / Director of Customer Success Craniometrix
- Founding GTM - Deployment Strategist Credal.ai
- Deployment Strategist (Munich Office) Dataleap
- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- 25 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No section describes what the person would actually do. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Why Housecall Pro?
Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well.
While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together—no matter where they’re based. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros.
We also offer:
• Paid holidays and flexible, take-it-as-you-need-it scheduled time off
• A culture built on innovation that values big ideas, no matter where they come from
Role Overview:
As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless and positive onboarding experience for our service professionals (our Pros) to our platform. You are responsible for coordinating and facilitating customer onboarding, while providing exceptional customer service and answering Pros' questions and concerns.
As the dedicated and primary point of contact during the most critical window post-enrollment, you take ownership of the Pro experience, guiding them through early adoption, building confidence, and ensuring they realize value quickly. You bring a proactive approach to addressing challenges, empathy, and problem-solving skills to help better our team and improve the lives of our Pros. You operate with an ownership mindset, acting as a continuation of the sales experience by reinforcing the value of HCP and ensuring Pros feel confident they made the right decision.
Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our Pros. Our success is their success.
What You Do Each Day:
• Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value
• Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding
• Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption
• Effectively communicate client information, trends, and feedback across teams (i.e. Sales, Marketing, Engineering, and Tech Support)
• Partner cross-functionally to support Pro success, especially collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth
• Develop, prepare, and nurture our Pros for advocacy, using a consultative and empathetic approach
• Identify opportunities for expansion, recommend areas for improvement, and proactively look for ways to better our Pros experience
• Manage details, timelines, and action to drive efficiency
• Improve our Pros opportunities by leveraging qualitative and quantitative analysis
• Develop processes that distinguish our brand by exceeding customer expectations in support delivery
• Eloquently troubleshoot technical issues, have deep product knowledge, and think outside the box for solutions
Qualifications:
• 1-3+ years experience in full-time customer success, implementation or sales
• Bachelor's degree or equivalent experience in a related field
• Proven success in developing relationships with new customers and exceeding success metrics
• Ability to work the scheduled shifts: Monday - Friday 11am-8pm PST
• Advanced English proficiency
What Will Help You Succeed:
• Self-starter with motivation, drive, and ability to work in a fast paced environment
• Strong problem solving skills
• Excellent written and verbal communication skills
• Prompt attention to detail
• Strong time management and organizational skills
• Experience using AI tools to increase quality and efficiency of work
• A natural curiosity backed by action; you are multi-dimensional (volunteering, creative outlets, side projects, hobbies, athletics), with a proven ability to successfully start over, learn from scratch, and thrive in new environments
Location Dependent Information
This role is open to candidates and the expected compensation range for this role is $25,450-$28,500 annual OTE (includes range of $19,750-$22,800 base plus variable bonus). The specific rate for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.
Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.
Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.
We support more than 50,000 businesses and have over 2,000 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.
Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. #LI-Remote
Privacy Notice for California Job Candidates - Housecall Pro
Use of Artificial Intelligence in Hiring and Engagement Processes: we may use artificial intelligence (AI)-powered tools to support the review and evaluation of employment and independent contractor applications, including screening and qualification assessments. All final hiring and engagement decisions are made by human representatives, not AI tools.
Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well.
While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together—no matter where they’re based. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros.
We also offer:
• Paid holidays and flexible, take-it-as-you-need-it scheduled time off
• A culture built on innovation that values big ideas, no matter where they come from
Role Overview:
As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless and positive onboarding experience for our service professionals (our Pros) to our platform. You are responsible for coordinating and facilitating customer onboarding, while providing exceptional customer service and answering Pros' questions and concerns.
As the dedicated and primary point of contact during the most critical window post-enrollment, you take ownership of the Pro experience, guiding them through early adoption, building confidence, and ensuring they realize value quickly. You bring a proactive approach to addressing challenges, empathy, and problem-solving skills to help better our team and improve the lives of our Pros. You operate with an ownership mindset, acting as a continuation of the sales experience by reinforcing the value of HCP and ensuring Pros feel confident they made the right decision.
Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our Pros. Our success is their success.
What You Do Each Day:
• Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization, relationship building, and delivery of product and service value
• Serve as the primary and dedicated resource for Pros during their early lifecycle, ensuring a smooth transition from sales through onboarding
• Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption
• Effectively communicate client information, trends, and feedback across teams (i.e. Sales, Marketing, Engineering, and Tech Support)
• Partner cross-functionally to support Pro success, especially collaborating with Account Managers to mitigate risk, drive retention, and ensure long-term growth
• Develop, prepare, and nurture our Pros for advocacy, using a consultative and empathetic approach
• Identify opportunities for expansion, recommend areas for improvement, and proactively look for ways to better our Pros experience
• Manage details, timelines, and action to drive efficiency
• Improve our Pros opportunities by leveraging qualitative and quantitative analysis
• Develop processes that distinguish our brand by exceeding customer expectations in support delivery
• Eloquently troubleshoot technical issues, have deep product knowledge, and think outside the box for solutions
Qualifications:
• 1-3+ years experience in full-time customer success, implementation or sales
• Bachelor's degree or equivalent experience in a related field
• Proven success in developing relationships with new customers and exceeding success metrics
• Ability to work the scheduled shifts: Monday - Friday 11am-8pm PST
• Advanced English proficiency
What Will Help You Succeed:
• Self-starter with motivation, drive, and ability to work in a fast paced environment
• Strong problem solving skills
• Excellent written and verbal communication skills
• Prompt attention to detail
• Strong time management and organizational skills
• Experience using AI tools to increase quality and efficiency of work
• A natural curiosity backed by action; you are multi-dimensional (volunteering, creative outlets, side projects, hobbies, athletics), with a proven ability to successfully start over, learn from scratch, and thrive in new environments
Location Dependent Information
This role is open to candidates and the expected compensation range for this role is $25,450-$28,500 annual OTE (includes range of $19,750-$22,800 base plus variable bonus). The specific rate for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.
Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.
Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.
We support more than 50,000 businesses and have over 2,000 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.
Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. #LI-Remote
Privacy Notice for California Job Candidates - Housecall Pro
Use of Artificial Intelligence in Hiring and Engagement Processes: we may use artificial intelligence (AI)-powered tools to support the review and evaluation of employment and independent contractor applications, including screening and qualification assessments. All final hiring and engagement decisions are made by human representatives, not AI tools.