About the Role

We are seeking an Onboarding Coordinator to join our team and provide an exceptional experience for new clients. This individual will be responsible for guiding clients through the enrollment process, ensuring all required documentation is completed accurately, answering questions, and coordinating with internal teams to ensure a smooth transition into the debt negotiation program.

The ideal candidate is highly organized, detail-oriented, customer-focused, and committed to maintaining compliance with company policies and procedures.

Key Responsibilities

Conduct welcome calls with new clients.

Verify and validate client information.

Explain the program, onboarding process, and next steps.

Complete and review onboarding documentation for accuracy and compliance.

Schedule appointments and coordinate activities with internal teams.

Maintain accurate and detailed CRM records and notes.

Track and complete onboarding tasks through the entire enrollment process.

Respond to client inquiries and provide ongoing support during onboarding.

Follow company policies and compliance requirements.

Ensure a positive, professional, and seamless client experience.

Qualifications

High school diploma or equivalent.

Previous customer service, call center, or related experience preferred.

Experience in legal services, financial services, debt resolution,



or collections is a plus.

Experience using CRM platforms such as Salesforce, HubSpot, Yosify, or similar systems.

Intermediate to advanced English proficiency.

Bilingual (English/Spanish) preferred.

Basic computer and digital literacy skills.

Core Competencies

Strong verbal and written communication skills.

Attention to detail.

Time management and organizational skills.

Ability to multitask in a fast-paced environment.

Customer service orientation.

Problem-solving skills.

Professionalism and teamwork.

Schedule & Work Modality

Location: On-site in San Isidro.

Availability Required: Between 8:00 AM and 9:00 PM.

Important: Availability within this time range does not mean working a 13-hour shift. Employees will be assigned a regular work schedule within this operational window based on business needs.

What We’re Looking For

We are looking for a proactive, empathetic, and customer-focused professional who can build trust with clients from their very first interaction and deliver a smooth, high-quality onboarding experience.-Requerimientos- Educación mínima: Educación Secundaria

1 año de experiencia

Idiomas: Inglés

Edad: A partir de 18 años

Conocimientos: Atención telefónica, Inglés, Atención al cliente

Palabras principal: servicio, service

📌 Onboarding Coordinator / Customer Service (Lima)
🏢 Apex América Perú
📍 Lima