Senior Client Enablement Specialist

hace 2 semanas


San José, Costa Rica Fragomen A tiempo completo

Job Description

Fragomen is a leading firm dedicated to immigration services worldwide. The firm has 6,000 immigration professionals and support staff in more than 60 offices across the Americas, EMEA and Asia Pacific. A member of the Am Law 100 and Am Law Global 100, Fragomen offers immigration support in more than 170 countries. Fragomen’s professionals are respected leaders in the immigration field, and the firm is regularly recognized as a leading employer of minority and female attorneys.

Reporting to the Client Engagement Manager, on our Corporate IT, Product Management team, the Senior Client Engagement Specialist will provide vital support to various corporate functions and play an important role in assisting the Onboarding Team leads with managing client service teams and ensuring efficient and effective interactions with new and existing clients to the firm.

This position will be based in Costa Rica, working remotely with our San Juan office.

As a Senior Client Engagement Specialist at Fragomen, you will:

- Participate on implementation calls and partner with team leads (Senior Manager, Manager and Supervisor) on assigned New Client Onboarding and Re-Implementation Projects
- Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders
- Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients
- Lead the elicitation and documentation of detailed onboarding process requirements
- Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage
- Provide timely, accurate and efficient guidance for new client initiations of case requests in our system
- Assist Senior Manager and leads with resolving day to day client related questions
- Assist Senior Manager with new client onboarding presentations for in person client meetings
- Lead client divestiture requests collaborating with assigned lead, internal IT (Portal, Dev and Questionnaires), Legal/Case and Finance teams from outset of request to completion of divestiture
- Develop and update an initiations manual/cheat sheet for each client according to defined procedure
- Assist with Client Implementations, collaborating with various internal teams - IT, Client Services, Finance, etc.
- Oversee and represent Onboarding Team as SME for questionnaire process including building complex questionnaires and training new hires on process
- Lead Client Account Set Up Process, including demotion and promotion analysis
- Provide timely, accurate and efficient guidance for new client initiations of case requests in our system
- Develop and update an initiations manual/cheat sheet for each client according to defined procedure
- Assist with Client Implementations, collaborating with various internal teams - IT, Client Services, Finance, etc.
- Create Ad-hoc reports for internal and external customers
- Analyze, report and provide solutions to process errors
- Communicate discrepancies and coordinate process needs to high profile clients
- Assist with process documentation and process improvement initiatives
- Conduct in depth research of current client information as needed
- Assist with system improvements, project implementations, and ad hoc projects as needed

Let’s talk if you have the following:

- Bachelor’s degree in Business or business related field preferred
- 2-4 years of experience in a Client Engagement, Enablement or related role
- Strong communication and writing skills
- Strong Client Engagement and Customer Service experience
- Familiarity with writing business protocols
- Advanced MS Office including Word, Excel, PowerPoint, and Visio
- Experience with process mapping in Microsoft Visio preferred
- Must possess strong organizational and data entry skills
- Multitask in a fast-paced environment with competing demands
- Fluency in English required (reading, writing, speaking)



  • San José, San José, Costa Rica Fragomen A tiempo completo

    Job DescriptionFragomen is a leading firm dedicated to immigration services worldwide. The firm has 6,000 immigration professionals and support staff in more than 60 offices across the Americas, EMEA and Asia Pacific. A member of the Am Law 100 and Am Law Global 100, Fragomen offers immigration support in more than 170 countries. Fragomen's professionals are...


  • San José, Costa Rica Cloud Software Group A tiempo completo

    **Better work begins at ShareFile**: ShareFile is a place where you can stretch, grow, and make an impact every day. We move fast here, thrive in gray zones, and are committed to putting the customer first. We value the whole you - your ideas, your inspirations, your aspirations, your initiative - and leadership gives us the space to explore and the feedback...


  • San José, Costa Rica Lonza A tiempo completo

    Costa Rica, San Jose - United Kingdom, ManchesterToday, Lonza is a global leader in life sciences operating across three continents. While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is talented people working together, devising ideas that help businesses to help people. In exchange, we let our people own...


  • San Francisco, Heredia, Costa Rica ServiceNow A tiempo completo

    Company DescriptionAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for...


  • San José, Costa Rica Emerson A tiempo completo

    **AS A MARKETING SUPPORT SPECIALIST, YOU WILL**: - Project manage creation and adoption of important elements of the Sales Enablement plan including the Lifecycle Services blog, vlog etc by collaborating with the Marketing Communications team - Take a progressively increasing role in supporting sales enablement content creation - Take a progressively...


  • San José, Costa Rica Encora A tiempo completo

    At Encora we are looking for a great talent like you to join our team as the next Senior Telecommunications Specialist (3910) Would you like to join our great team of engineers? Here we will tell you more about us and the role! **About the role**: As a Senior Telecommunications Specialist, you will be part of a highly skilled technology and agile team by...


  • San José, Costa Rica Boston Consulting Group A tiempo completo

    **WHAT YOU'LL DO**: As a Junior Specialist within the Digital WorkSpace, Knowledge Management & Product Enablement (WKE) team, your primary focus will be - Knowledge Curation activities, such as identifying, extracting and sanitizing meaningful content across various document repositories and sharing it back with the BCG community - Case Capture activities,...

  • Senior IT Specialist

    hace 4 semanas


    San José, Costa Rica DSV A tiempo completo

    **Senior IT Specialist** **(Electronic Data Interchange -EDI- functions)** Place of work: TBA Ref no.: TBA **Job Requirements**: - EDI Spec Builder tools, - Knowledge of EDI end-to-end process, - Creating new and modifying existing technical documentation, - Experience in Software development testing (UNIT, UAT, Regression) and maintain the Test...

  • E-learning

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Manpowergroup CCA A tiempo completo

    The CX Enablement eLearning Specialist works collaboratively with the CX Enablement team to curate and publish learning maps to drive digital transformation across the ONEx organization. The eLearning Specialist will work in partnership with other ONEx Enablement teams to publish and update online training content across an ecosystem of content management...

  • Client Review Specialist

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Eagan Immigration PLLC A tiempo completo

    We are looking for a Client Review Specialist to help current clients review and finalize their immigration forms and declarations prior to filing with USCIS. The Client Review Specialist will demonstrate compassion and empathy for the client, provide detailed and informed information to the clients from attorneys, and share a comprehensive debrief of the...


  • San José, Costa Rica MSD A tiempo completo

    The **Senior Safety Data Specialist (SSDS)** is responsible for processing adverse experience (AE) reports with high quality and compliance in the global safety system for investigational and/or marketed products, under the direction and supervision of a GPVCM Manager. The SSDS performs triage, analysis and interpretation of AE data following our Company...


  • San José, Costa Rica World Fuel Services A tiempo completo

    At World Fuel Services, our employees are the key to our global success. We are industry leaders due to the innumerable talents of our approximately 5000 strong professional team. Our people thrive in an entrepreneurial and culturally-diverse environment, where innovative thinking, collaboration and efficient execution are highly valued. Our high-performance...


  • San Rafael de Escazú, Costa Rica Roche A tiempo completo

    The Position Roche Services Solutions aims at "transforming the way Roche operates.'' As a global organization of more than 2,800 employees, we enable Roche to operate in a competitive and ever-changing business environment. We provide our partners with end-to-end business services and solutions, enabling them to focus on patient-centric activities....

  • Client Review Specialist

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Eagan Immigration PLLC A tiempo completo

    We are looking for a Client Review Specialist to help current clients review and finalize their immigration forms and declarations prior to filing with USCIS. The Client Review Specialist will demonstrate compassion and empathy for the client, provide detailed and informed information to the clients from attorneys, and share a comprehensive debrief of the...

  • Senior - Graphic Designer

    hace 3 semanas


    San José, San José, Costa Rica JLL A tiempo completo

    JLL supports the Whole You, personally and professionally.What this job involvesWe are currently seeking a dynamic individual for the role of Senior - Graphic Designer to join our team:Location: Heredia, Costa Rica.Work schedule: Monday to Friday, 8:00 am to 5:00 pm.Work model: Hybrid.Contract Type: Indefinite-term /As a Senior Graphic Designer working...

  • Senior IT Specialist

    hace 3 semanas


    San José, San José, Costa Rica DSV A tiempo completo

    Senior IT Specialist(Electronic Data Interchange -EDI- functions)Place of work:TBARef no:TBAJob Requirements: EDI Spec Builder tools, Knowledge of EDI endtoend process, Creating new and modifying existing technical documentation, Experience in Software development testing (UNIT, UAT, Regression) and maintain the Test documents, Ability to work independently...

  • Senior Itsm Specialist

    hace 2 semanas


    San José, Costa Rica Splunk A tiempo completo

    Splunk is here to build a safer and more resilient digital world. The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. While customers love our technology, it's our people that make Splunk stand out as an amazing career destination and why we've won so many awards as a best...


  • San Francisco, Heredia, Costa Rica Workday A tiempo completo

    Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people...


  • San José, Costa Rica SVC SLR A tiempo completo

    **About Us**: SVC Operations is a dynamic and innovative fintech organization that is revolutionizing the financial services industry. We are committed to creating cutting-edge solutions that provide seamless, secure, and accessible financial services to our customers. As we expand our operations to Costa Rica, we are seeking a highly skilled and motivated...


  • San Francisco, Heredia, Costa Rica BMA Group A tiempo completo

    Senior Application SpecialistResponsibilities: Work with business stakeholders to validate requirements and map to system functionality Work with technical teams and vendors to review the endtoend solution proposed, and identify any localizations required Provide internal consultancy and billing expertise / best practices e.g. product / pricing...