At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders. This is a fully remote job as a contractor

About our client

Our client is a company that is modernizing the payments infrastructure for businesses with vehicles and fleets, ensuring quick and transparent capital movement. The flagship product is a fuel card accepted anywhere Visa is accepted, featuring the nation's strongest discount network and designed for fleets of all shapes and sizes.

About the role

As a Customer Onboarding Manager, you will play a critical role in post-sales customer engagement. Your primary responsibility is to build trust, remove blockers and engage with our carriers, ensuring their successful adoption and continued satisfaction with our products and services while driving to key milestones like the first transaction. This role requires a proactive and customer-centric approach, with a focus on both strategic account engagement and hands-on customer support.

Key Responsibilities

• Conduct onboarding sessions to empower carriers with the knowledge and skills to maximize product usage. Be prepared to onboard the carrier wherever they feel most comfortable. In a more formal established meeting or through a phone call while they are in the truck. 
• Serve as a trusted advisor, understanding customer needs and aligning them with our solutions.
• Guide new customers through the onboarding process, ensuring a smooth transition and successful implementation of our products.
• Provide responsive and effective customer support, addressing inquiries, issues, and concerns promptly and professionally.
• Collaborate with the support team to ensure timely resolution of customer issues and escalations.
• Monitor customer health to help reduce churn and proactively identify opportunities for upselling and cross-selling additional products and services.
• Regularly review customer accounts to ensure ongoing satisfaction and identify areas for improvement.
• Act as the voice of the customer within the organization, providing feedback to product and development teams to drive improvements.
• Advocate for customers' needs and interests, ensuring their perspectives are considered in company decisions

Skills

• Proven experience in a customer success, account management,customer support  or sales role. Preferably in a financial, transportation/3PL, fleet fuel card or factoring environment. 
• Strong interpersonal and communication skills, with the ability to build trust and rapport with customers through both written and spoken communication.
• Excellent problem-solving and critical-thinking abilities.
• Ability to manage multiple accounts and priorities simultaneously.
• Familiarity with customer success software and CRM systems is a plus.
• A proactive and self-motivated approach, with a passion for delivering exceptional customer experiences.
• Highly adaptable, happy and driven.

Perks - What’s in it for you?

• Unlimited PTO
• US National Holidays
• Compensation: $1,500 to $2,500

In case this role if not a good fit for you, don’t hesitate to apply to another of our positions