




Summary: This role involves leading the onboarding and go-live experience for new clients, driving early customer success, adoption, and shaping long-term relationships. Highlights: 1. Lead client onboarding from contract to post-launch success 2. Shape first impressions and drive product adoption for new clients 3. Build strong, trusted relationships with clients from day one **Coverflex** ------------- Work changed. Pay didn’t. Coverflex exists to make compensation work for everyone. Pay is still rigid, fragmented, and hard to feel. We turn compensation into choice — one platform, one card, one app — for benefits, meal allowance, insurance and more. Our platform is simple for HR and meaningful for employees. We provide choice, smarter compensation tools, and empowerment. We’re proud to be backed by leading European VC funds, having raised over €20 million. **️ TL;DR (The Essentials)** ---------------------------- **Role:** Onboarding Specialist **Seniority Level:** Junior/ Intermediate **Type:** Individual Contributor **Languages:** English (internal) / Spanish (client\-facing) **Main Tools:** HubSpot, Notion, Slack, Intercom, project tracking tools **Location:** Remote (Spain) **Compensation:** * **Base Salary:** €20,000 – €23,000 (gross) * **Equity:** Yes – Stock Options under our Equity Incentive Plan * **Benefits:** You can check them below (end of the page) **Contract Type:** Permanent **Your Impact** --------------- You’ll be responsible for **leading the onboarding and go\-live experience for new Coverflex clients**, ensuring a smooth, clear, and successful transition from contract signature to their first month post\-launch. This role is critical to early customer success. You’ll shape first impressions, drive adoption, and set the foundation for long\-term client relationships. You’ll know you’re successful when, after 90 days, you’ve… * Independently led multiple client onboardings end\-to\-end * Built strong, trusted relationships with new clients from day one * Delivered effective client and end\-user training sessions * Ensured clients reach go\-live on time with strong early adoption * Handed over clients to Customer Success with clarity and completeness **How we’ll measure success:** * Onboarding completion and go\-live timelines * Early product adoption and conversion metrics * Client satisfaction during onboarding * Quality of handover to Customer Success **Reality Check – What Makes This Role Hard** --------------------------------------------- Let’s be real — onboarding isn’t just about following a checklist. Here’s what you’re signing up for: * Managing multiple client onboardings in parallel * Adapting launch plans to different client needs and levels of readiness * Balancing client expectations with internal constraints * Operating in a fast\-moving environment where processes evolve **You** ------- ### **Must\-haves (evidence, not years)** * Experience onboarding clients, ideally in SaaS, HRTech, FinTech, or other B2B platforms * Strong understanding of digital product adoption * Proven ability to design, manage, and improve operational processes * Excellent relationship\-building skills with a client\-first mindset * Strong organisational and prioritisation skills * Comfortable working in fast\-changing environments * Tech\-savvy and confident using tools like HubSpot, Notion, Slack, Intercom, and project tracking platforms * Clear and professional communication skills in English and Spanish **Your DNA** ------------ * Process\-oriented and detail\-focused * Empathetic and client\-centric * Proactive problem solver * Comfortable with ambiguity and change * Collaborative by nature **You’ll probably find this frustrating if…** * You dislike juggling multiple clients at once * You prefer rigid processes with little flexibility * You’re uncomfortable with change or fast\-paced environments **Meet Your Manager** --------------------- **Hiring Manager:** Antonella Lavanca \- Head of Customer Success **Location:** Spain **LinkedIn Profile:** https://www.linkedin.com/in/antonella\-lavanca/ **Profile Snapshot:** * **Energy:** High\-energy, positive and driven. I bring enthusiasm to everything I do and truly believe that energy is contagious. I’m ambitious and results\-oriented, but always with a human, empathetic and people\-first mindset. I value motivation, ownership and curiosity, and I enjoy working with people who are proactive and eager to grow. * **Communication:** Open, transparent and very direct, always with respect and empathy. I value honest conversations, clear expectations and constructive dialogue. I encourage questions, ideas and healthy debates, and I believe great communication is the foundation of strong teams and long\-term success. * **Feedback Style:** Continuous and candid. I believe feedback should be frequent, actionable and two\-way. I give feedback with the intention of helping people grow, feel confident and perform at their best, and I expect the same openness in return. Wins are celebrated, and challenges are addressed early and collaboratively. **How to work with me \- in the Manager's own words:** "I’m a hands\-on leader who truly cares about her team. I trust people, give them autonomy and expect ownership in return. I like structured work, clear priorities and a strong sense of accountability, but always within a supportive and safe environment. I’m deeply involved in my team’s development and success, and I enjoy building long\-term relationships based on trust, collaboration and shared goals." ### **Your Team** **You’ll work day\-to\-day with:** * The Success team: Nicole Losso * The Sales team: Marta Aguilar, Mauro Magni, Marta Saldaña, Juan Carlos, Jorge Leis * Others: Andres Quiles (Insurance Director), Hector Carrascal (Insurance) and Julia Abarca (Country Manager) **Key Stakeholders:** * Sales * Product * Operations * Support * Marketing **Team Rituals:** * Weekly CS Meeting * Weekly Team Spain Meeting * Weekly CS and Product Meeting * Be\-weekly CS and Ops Team Meeting * Ongoing 1:1s focused on activity, follow\-up, and improvement **Access \& Belonging (Equal Opportunity)** ------------------------------------------- We hire for **impact and potential, not pedigree.** We welcome applications from people with non\-linear careers, career breaks, caregiving gaps, and those changing fields. No discrimination on the basis of **age, disability, gender identity/expression, marital or family status, pregnancy, neurodivergence, race/ethnicity, religion/belief, gender, sexual orientation**, or any other protected ground. **Assessment fairness:** We anchor on *evidence of outcomes* (what you shipped, moved, or influenced). We actively de\-bias by using structured rubrics, multiple assessors, and blind screening most of the time (we won’t know your name, gender, or personal info until the interview stage). **Application Clarity** ----------------------- No cover letter required. Apply with your **CV**. You may be asked a few short, relevant questions. **Total candidate time investment:** \~3 hours end\-to\-end. **Hiring Stages (What to Expect, Why \& How Long)** --------------------------------------------------- **1\. Applications Screen** — *Signal check vs must\-haves* * Done by People \+ Hiring Manager. * You’ll hear from us within **8 business days.** **2\. Role\-Fit Questionnaire (async)** Purpose: capture signals your CV can’t (languages, tools, scenario judgement) and calibrate seniority. Format: a few questions. **3\. Hiring Manager Interview** \- *Mutual fit \& context • 45 min* Structured around outcomes, decisions, and collaboration. **4\. Challenge Role Play** *\- Let's peak into this role's challenges • async* Exercises that represent potential challenges this role would have and how you'd approach them. **5\. People Interview** *\- Allow us to know you better! • 30 min* With People. Stress\-free virtual coffee, focused on getting to know you as a person. We talk about culture, beliefs, and purpose. **6\. Country Manager Interview** \- *Values, strategy, and your growth • 30 min* **7\. Final Conversation (CEO)** — *Values \& strategy• 30 min* **Optional:** References (2–3 people who’ve seen your recent work) \- async. **AI \& Hiring Tools Transparency** ----------------------------------- We use a few tools to reduce bias and improve documentation, not to make hiring decisions. * Teamtailor anonymisation: profiles are reviewed without relying on names/personal identifiers. * Meeting recorder (e.g., Talka.ai): may be used to capture interviews so we can focus on the conversation. * ChatGPT: may be used to turn interview notes/transcripts into clear, structured summaries. Important: every application is reviewed by a human, and no decision or rejection is made by AI. If recording is used, we’ll be transparent and (where required) ask for consent. **️ Speed \& Communication** ---------------------------- * **Decision:** within **4 weeks** of your application. * **Updates:** weekly if the process runs longer. * **Scheduling:** interviews between 10:00–16:00 CET (flexible across Europe). * **Feedback:** from the Case stage onwards, you’ll always receive written or verbal feedback \- what went well, and what to strengthen next time.


