Privyr
Privyr is a Singapore-based, venture-backed startup that helps consumer-facing salespeople & businesses contact and convert leads into clients from their phones. We're trusted by 500,000+ sales professionals & businesses across more than 125 countries around the world, who have received and engaged with hundreds of millions of leads through Privyr. Our customers come from hundreds of professions, including real estate, insurance, automobiles, trainers & coaches, doctors, lawyers, farmers, and even magicians. Learn more about our product via our YouTube channel: About The Role We're looking for a Client Onboarding Specialist to join our Customer Success team and own the onboarding experience and product adoption for new and existing Privyr users, with a primary focus on customers across the Americas (USA, Canada, Latin America). This role is focused on helping customers quickly adopt Privyr through personalised demos, onboarding sessions, and product education - driving stronger product adoption and customer satisfaction. You’ll primarily work with customers via voice/video calls (screen sharing), guiding them step-by-step through account setup, key workflows, and best practices, while also contributing to help with knowledge base documentation and content that supports the wider customer base. What You’ll Do: a) Conduct onboarding sessions via voice/video calls (screen sharing). You’ll be on calls with customers several hours a day, with each call being roughly 15-30 minutes Ensure customers attend their scheduled sessions (send a message beforehand to remind them), and follow up to reschedule with people who couldn’t make it Escalate customers to Sales or Technical Support after a call, if needed b) Provide quick product demos to users, including but not limited to: Assisting customers in connecting their lead sources Guiding customers through setting up WhatsApp Automations Helping customers configure their custom fields and automation rules Answering any questions about Privyr’s features and functionalities c) Help customers configure key workflows and share best practices d) Conduct one-on-one feature training sessions, including short demos of newly released features to existing users e) Create and maintain Help Guides and Knowledge Base articles f) Create quick training videos and product tutorials g) Improve FAQs based on recurring customer questions h) Collaborate with Customer Support, Content Marketing, Sales, and other internal teams to identify knowledge base documentation gaps, common issues and requests, and broader content marketing topics Qualifications Required Solid experience in customer onboarding, demos, or trainings Very comfortable conducting voice/video calls with screen sharing, several hours a day Tech-savvy and comfortable navigating SaaS platforms and/or CRM systems, including handling basic support and technical questions before escalating Excellent spoken and written English, with strong communication and presentation skills Customer-first mindset with patience, professionalism, and empathy Comfortable working independently while also collaborating effectively within a team Ideally proficient in Spanish or Portuguese, in addition to English Able and willing to work shifts or hours aligned to Americas time zones Bonus Points Experience creating help documentation, knowledge base articles, or training videos Familiarity with CRM, WhatsApp automation, or ad-tech/sales-tech platforms Strong documentation and knowledge-sharing skills Ability to stay organized and calm in a fast-paced environment Role Details Type: Full Time Location: Remote Region Focus: Americas (USA, Canada, Latin America) Working hours: 40 hours per week, Monday to Friday, aligned to Americas time zones Application Question(s): Are you familiar with any SaaS and/or CRM platforms? If so, could you kindly list at least 1 to 2 platforms you've used? Are you okay working shifts aligned with Americas time zones? Experience: product demo and/or onboarding : 2 years (Required) assisting customers via voice/video calls: 2 years (Required) customer support: 2 years (Required) Language: English (Required) Spanish (Preferred) Portuguese (Preferred) Work Location: Remote
Privyr
