Sofia
Top Rated KYC VerifiedCustomer Onboarding & Operations Manager | 4+ Years of Experience in Client Success, Billing & Account Management
Sabaneta, Colombia Full-Time
Marketplace protected
Zoho CRMFreshdesk Support DeskMicrosoft TeamsOutlook
Core Experience
Industry experience
- Utilities (Water, Sewage, etc.)
- Freight & Package Transportation
Availability & Logistics
Availability
Full-Time
Work arrangement
Remote
English level
Professional Fluency (B2/C1)
Languages
Spanish
Roles Qualified For
Customer Success Manager
Customer Experience Manager
Work Experience
Customer Onboarding Specialist
https://www.vervantis.com/ · Nov 2025 – Present
Customer Onboarding Specialist
https://www.vervantis.com/ · Nov 2025 – Present
- Led end-to-end onboarding for new and expanding client accounts, ensuring smooth and timely
implementation
- Acted as the main point of contact between clients and internal teams (Sales, Operations, Funding,
Service)
- Coordinated onboarding timelines, deliverables, and expectations to improve client experience
- Proactively identified and resolved onboarding issues, reducing friction during early-stage client
lifecycle
- Supported client retention by ensuring successful adoption of services and strong relationship
management
Executive Assistant
https://www.leangroup.com/ · Apr 2022 – Apr 2023
Executive Assistant
https://www.leangroup.com/ · Apr 2022 – Apr 2023
- Managed client data and policy information using internal systems
- Reviewed insured losses and supported reporting processes
- Maintained consistent communication with clients and internal teams