Demo

Client Onboarding Specialist

WeTravel
San Francisco, CA Remote Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/11/2025

Description

YOUR JOURNEY STARTS HERE...

ABOUT WETRAVEL

Travel gives people new experiences and brings them together, sometimes in life-changing ways. That’s especially the case for group travel and multi-day travel where the participants get to really immerse themselves. Passionate travel organizers make this magic happen and WeTravel is here to support those travel organizers.

We help them publish their trip offerings, take bookings, process payments, pay suppliers / vendors, and digitize their operations. This helps travel organizers get more bookings, save time, and save money.

OUR VALUES

This position presents the opportunity to work in a business-critical role in a rapidly growing company. You will also uphold our four core values :

  • Be the solution - take ownership, drive collaboration
  • Be resourceful - strive for new wins every day
  • Be honest - default to transparency
  • Be respectful - treat others like you want to be treated

We encourage applicants from diverse backgrounds and underrepresented groups and would invite you to apply. A diverse workforce is a highly productive one, so why not take a chance, send us your application even if you don't meet all our requirements, we may surprise you!

Culture add” is so much better than "culture fit" and welcome applications from all groups, irrespective of your, age, disability, gender reassignment, gender, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, veteran status and sexual orientation.

We celebrate our diversity.

OUR WORK ETHIC

At WeTravel, we are building a High Performance Culture where we reward top performers, expect a work environment at WeTravel that is fast-paced, demanding and deeply committed to putting our customers first. Our global footprint spans 30 countries, requiring your flexibility, agility, and dedication to our team.

Our high-performing team members are prepared to give their best by embracing the early mornings, late nights, and intensive project work. This commitment to excellence and to tackling challenges head-on is what positions us at the front of our industry.

Joining WeTravel means stepping into a dynamic, demanding environment where your contribution makes a real difference. It’s a place for those ready to dive into their work, push beyond comfort zones, and achieve collective goals through hard work and perseverance.

Here, ambition isn’t just welcomed; it’s essential for those fully committed to our mission of leading the market in the fintech SaaS space.

Key Responsibilities

Your main role is to assist new customers configure the software by building trips within the WeTravel software, and train customers to effectively adopt the platform. We are looking for candidates who are strong communicators, have high attention to detail, and can project manage several tasks at once.

Key Responsibilities :

  • Collaborate with Sales representatives to understand customer requirements and needs
  • Configure the product to the client’s needs by creating Trips within the WeTravel software
  • Assist with information migration into WeTravel for new customers.
  • Train customers to use the software via virtual screen-shares.
  • Collaborate with Account Managers to ensure a smooth transition in the customer journey.
  • Help design, iterate, and implement best practices for the onboarding team
  • Become a product expert so you can effectively implement best practices
  • Skills Knowledge and Expertise

  • Comfortable managing projects and mutli-tasking
  • Enjoy interacting with customers and helping small businesses
  • Strong written and verbal communication skills
  • Basic knowledge of google sheets and CRM functionalities
  • Bonus if you have prior experience working in an Onboarding department at a B2B SaaS company
  • Benefits

  • Attractive compensation
  • Unlimited Paid Time Off!
  • Access to company Healthcare including Free Dental and Vision
  • Annual team off site.
  • 2 week cross-functional onboarding training program for all new colleagues.
  • The latest Apple tech you need to be successful.
  • A'Dam Program for you to visit us in Amsterdam for 2-4 weeks every year.  Fully expensed.
  • For candidates resident outside the location where the role is advertised, salaries are weighted according to local factors and considerations based on where you reside.
  • Please note : For new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification process.

    Founded in 2016, WeTravel provides a complete booking and payments platform for multi-day and group travel companies of all sizes. We give your clients an easy booking experience while also helping you manage financials, payments to partners or your bank, registration information, and client communication all in one place.

    Headquartered in San Francisco, with our secondary hub in Amsterdam, our team is driven to continuously improve our technology; ensuring that our clients always have the best possible solutions at their fingertips.

    Salary : $45,000

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