AI Onboarding Specialist
At a glance
Mid-level Customer Success role at Darwin AI. São Paulo · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide new accounts through setup by collecting the required information and preparing configurations for launch
- Lead kickoff calls to align expectations, capture requirements, and explain each onboarding stage
- Turn client needs and business rules into AI assistants using internal tools and structured configurations
- Coordinate with Sales, Customer Support, and Product to keep handoffs and client interactions aligned
- Track launch deadlines, client follow-ups, testing, and quality checks through the first AI release
What you bring
- Background in customer experience, onboarding, or technical support work
- You can interpret client needs and convert them into technical setups and JSON-based logic
- Strong organization for running several onboarding projects at the same time
- Clear written and spoken communication with a proactive, client-first approach
Who this fits
You’ll suit a client-facing operator who enjoys technology, AI, structured logic, and guiding customers through implementation. The role is based in São Paulo and includes office work two days each week, with remote work from elsewhere on the remaining days. You’ll collaborate across departments while managing onboarding accounts through launch.
From the employer
We are looking for someone to join our Operations team as an Onboarding Executive, who not only understands the importance of providing exceptional service but is also passionate about technology and AI. This role is ideal for someone who enjoys kickstarting client relationships, translating requirements into functional AI assistants, and ensuring a smooth and successful implementation process for new customers.
As part of our Onboarding team, you will play a key role in the first phase of the customer journey—helping clients realize the value of Darwin AI from day one.
In this role, you will:
- Carry out the onboarding process of new client accounts, ensuring all necessary information is collected and configured for a successful launch.
- Conduct kick-off meetings with clients to align expectations, gather requirements, and walk them through the onboarding journey.
- Build and configure AI assistants using internal tools, based on client needs and business logic.
- Collaborate with Sales, Customer Support, and Product teams to ensure a seamless handoff and a unified client experience.
- Maintain clear and consistent communication with clients through WhatsApp, following up regularly to resolve blockers and ensure progress.
- Deliver the first version of the AI promptly and ensure it meets quality standards before going live.
- Monitor and manage onboarding timelines, ensuring accounts are launched within the SLA and not flagged as churn risks.
- Provide initial training and resources to help clients test and understand their AI agent.
Requirements
- Proven experience in Customer Experience, Onboarding, or Technical Support roles.
- Ability to analyze client needs and translate them into technical configurations.
- Experience creating and managing JSONs, and understanding of structured logic flows.
- Familiarity with automation tools like Zapier is a plus.
- Strong organizational skills, with the ability to manage multiple onboarding projects in parallel.
- Team player who can collaborate across departments and adapt to dynamic environments.
- A strong passion for technology, innovation, and artificial intelligence.
- Excellent verbal and written communication skills, with a proactive, client-first attitude.
Benefits
● Language Classes: Access to language classes (English, Portuguese, Spanish) to enhance communication skills.
● OpenAI Premium License: Complimentary access to an OpenAI premium license for personal or professional use.
● Paid Time Off: Enjoy 25 days/year of paid vacations and holidays to recharge and maintain a healthy work-life balance.
● Hybrid Work: We meet 2 days/week in our offices, the rest of the time you can work remotely from wherever you like!
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