SMB On-boarding Specialist
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Requirements
- As an SMB Project Manager , your background will look like:
- 2+ years of experience in Customer Service, Project Management, Client Onboarding, or a related client-facing role
- Experience managing multiple concurrent projects in a fast-paced, deadline-driven environment
- Strong verbal and written English communication skills with the ability to confidently lead client-facing calls and training sessions (B2 level or above)
- Hands-on experience with basic technical troubleshooting and network/router knowledge
- Experience using scheduling tools such as Microsoft Bookings, Calendly, or similar platforms
- *** For internal candidates:
- Excellent performance in the past three months
- No active or past action or development plan
- Minimum of 1 year tenure in the current role
Benefits
Additional Information
Where you'll work: Guatemala City, GU, GT Customer Care & Success at GoTo At GoTo, our Customer Care & Success team helps people get the most out of technology. We use innovative, AI-driven tools and automation to make support faster and smarter. Creative thinking and teamwork are at the heart of how we solve problems and enhance customer experience. Join us and use your skills to add value for our customers and have a positive impact on everyone who uses our products. Your Day to Day As an SMB Project Manager , you will be working on: Client Onboarding & Implementation - You will manage multiple concurrent SMB onboarding projects (1-50 seats) from kickoff through go-live, ensuring projects are delivered on time, within SLA, and with a seamless client experience. Client Leadership & Training - You will serve as the primary point of contact for clients, leading kickoff calls, coordinating meetings via Microsoft Bookings, delivering hands-on training sessions, and confidently guiding small business owners through both technical and business-related discussions. Technical Setup & Troubleshooting - You will conduct pre-installation network surveys, assist with network configuration, perform basic troubleshooting, test and verify network stability prior to launch, and proactively identify and mitigate risks throughout the project lifecycle. Project Coordination & Documentation - You will maintain accurate project tracking, document progress, manage scheduling, provide white-glove billing and support experiences, and ensure high attention to detail across all client interactions.
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