Onboarding & Engagement Specialist

About the role

We are looking for an Onboarding & Engagement Specialist to join Simplifae in Lisbon. You will be the first point of contact for new clients, ensuring a smooth onboarding experience and driving ongoing engagement to accelerate product adoption and retention.

Key responsibilities

• Act as the primary point of contact for new clients during onboarding.
• Configure initial platform setup according to contracted services.
• Deliver weekly webinar training sessions, enabling users to confidently navigate the platform.
• Design and execute targeted engagement campaigns across customer cohorts (Y0, Y1, Y2).
• Implement proactive usage triggers to drive adoption and early value realization.
• Ensure a seamless onboarding experience that promotes customer satisfaction and engagement.
• Collaborate with Customer Success, Product, and Commercial teams to align on activation and retention strategies.
• Identify opportunities for increased engagement, service adoption, or upsell.
• Maintain accurate records of onboarding activities and client interactions in CRM tools.
• Gather customer feedback to continuously improve onboarding processes and platform experience.
• Contribute to ongoing customer nurturing strategies with relevant and personalized communications.

Required profile

• Strong communication and presentation skills, with ability to conduct effective webinars.
• Customer‑focused mindset and ability to build lasting relationships.
• Analytical orientation to use data for driving engagement initiatives.
• Proactive and organized, able to manage multiple client cohorts.
• Experience working cross‑functionally with product, sales and success teams.

Required skills

• Experience with CRM tools for tracking client interactions.
• Familiarity with platform configuration and user training.
• Ability to design and run engagement campaigns.