Role Overview
This is a consultative, client-facing role where you will guide new clients through our client’s platform and services, build strong relationships, and educate clients on financial management processes.
What You Will Do
Conduct virtual onboarding sessions, lead client consultation calls, educate clients on platform features, and communicate complex information clearly.
Why It Might Be a Fit
You will work independently, demonstrate initiative, and operate without constant supervision, and have strong communication and client-facing skills.
Requirements
- Bilingual English/Spanish, with strong spoken English (C2 level)
- Ability to communicate confidently with U.S.-based clients
- Previous professional experience working with U.S.-based companies and clients
- Corporate or professional work experience beyond small local businesses
- Strong communication and client-facing skills
- Ability to work independently, demonstrate initiative, and operate without constant supervision
Benefits
- Payment in USD or Local Currency according to candidate’s preference
To apply for this job please visit linkedin.com.

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