Technical Onboarding Specialist - Client: FinTech

Department: Boutique Client

Employment Type: Freelance

Location: LatAm - Mexico

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout the ClientOur client is a dynamic fintech startup revolutionizing portfolio management through their innovative platform. Launched in 2021, they've developed a comprehensive solution that combines data analysis, accounting, and asset management capabilities, helping fund managers transition from traditional Excel-based methods. They currently manage multiple funds with millions in tracked capital and are rapidly expanding their user base.
\nWhy this role exists
As the platform continues to grow, we need a dedicated technical onboarding specialist to ensure seamless user onboarding and drive platform adoption. This role bridges the gap between technical functionality and user experience, helping clients maximize the platform's capabilities while providing valuable feedback to enhance the product. The position is crucial for maintaining high user satisfaction and reducing time-to-value for new clients.

The Impact you’ll makePlatform Onboarding\nGuide new users through the platform setup process\nCustomize onboarding experiences based on client needs\nCreate and maintain onboarding documentation\nTechnical Support\nProvide first-line technical support for platform users\nTroubleshoot and resolve platform-related issues\nEscalate complex technical issues to appropriate teams\nUser Education\nDevelop and deliver platform training sessions\nCreate user guides and educational materials\nShare best practices for platform optimization\nClient Success\nMonitor user adoption and engagement metrics\nGather and document user feedback\nIdentify opportunities for feature enhancement\n

Skills, Knowledge and ExpertiseRequired:\n2+ years of experience in technical onboarding or customer success roles\nDemonstrated experience with financial or SaaS platforms\nStrong understanding of portfolio management concepts\nExcellent written and verbal communication skills\nBachelor's degree in Business, Finance, Technology, or related field\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical aptitude with the ability to explain complex concepts simply\nNatural problem-solver with strong analytical skills\nExceptional attention to detail\nPatient and empathetic when handling user concerns\nAbility to work independently while maintaining strong team communication\nAdaptability to evolving technology and processes\nYou should apply if… \nYou thrive in a fast-paced startup environment\nYou're passionate about fintech and investment technology\nYou enjoy breaking down complex processes into simple steps\nYou're naturally curious and always eager to learn\nYou take pride in helping others succeed\nYou're proactive in identifying and solving problems\n\nWhat to expect...

\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:20 hours per week, flexible scheduling within Mountain Standard Time (MST) business hoursCompensation:\n$7 per hour\nNo benefits package included\n

Benefits