Senior Client Enablement Specialist

hace 2 días


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, 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 Francisco, Heredia, Costa Rica Experian A tiempo completo

    We are seeking a highly skilled Senior Sales Enablement Specialist to join our Global Sales Excellence team. In this role, you will play a key part in supporting the sales enablement programs with a focus on platform administration, regional stakeholder engagement, and user adoption.As a Senior Sales Enablement Specialist, you will be responsible for...


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

    The Global Sales Enablement Specialist will play a pivotal role in driving sales performance and growth for Smartsheet's teams worldwide.As the primary point of contact for new hires, this individual will work closely with the Senior Manager of Global Field Enablement to develop and implement effective onboarding strategies. Key responsibilities...


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

    Drive Customer Success with MicrosoftMicrosoft Customer Experience & Success (CE&S) is a leading provider of industry-leading products and customer experience solutions. We're seeking an experienced Cloud Technology Enablement Specialist to join our Global Customer Success organization.This role supports the Advanced Support for Partners (ASfP) service...


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

    About the RoleAs a Content Enablement Specialist with ServiceNow's Partner Experience Team, you will play a crucial role in driving operational efficiency and content effectiveness for our partners.We are seeking a highly motivated and strategic thinker to join our team. The ideal candidate will have a minimum of 5+ years' experience in partner ecosystem...


  • 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 Experian A tiempo completo

    Unlock the Power of Sales Enablement at ExperianAre you passionate about empowering sales teams to drive success? Do you have a knack for streamlining processes and improving user experiences? We're looking for a highly skilled Sales Enablement Platform Specialist to join our Global Sales Excellence team at Experian.About Us:Experian is the world's leading...


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

    Job OverviewThis role is part of Intel's Sales and Marketing organization, focusing on enabling business solutions globally. As a Global Operations Enablement Specialist, you will collaborate closely with cross-functional teams to drive scalable solutions, models, and capabilities that accelerate revenue growth.The successful candidate will play a key role...


  • San Francisco, Heredia, Costa Rica Object Technology Solution A tiempo completo

    At Object Technology Solutions, Inc, we are seeking an experienced Senior Sales Enablement Manager to join our Embedded sales team. This role is responsible for driving sales process execution and ensuring world-class client engagement. Key Responsibilities:Manage day-to-day sales process execution, including quoting, deal approvals, order validation, and...


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

    Role OverviewLonza, a global leader in life sciences, seeks a P2P Content Enablement Specialist to join its team. The successful candidate will act as a support function within a strategic environment, collaborating closely with various teams to ensure compliant and proactive execution of content management processes.About the RoleThe P2P Content Enablement...


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

    At ServiceNow, we are committed to empowering our partners to deliver exceptional value to our shared customers. We are seeking a Strategic Partner Enablement Specialist to join our team and help us drive digital transformation in the industry.The ideal candidate will have a strong ability to drive and manage enablement initiatives and partner engagement...


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

    At Lonza, we're driven by a passion to make a difference in life sciences. As a global leader in the industry, we understand that talented people working together are the key to our success.The position of Content Enablement Specialist is a regional role, reporting into Procurement Content Advisory Manager. This specialist acts as a support team member...


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

    About the RoleWe are seeking a seasoned professional to join our team as a CloudPay Senior Client Solutions Specialist. This role will be responsible for ensuring seamless client experiences, coordinating service delivery, and fostering strong relationships with our clients.


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    About Zm Financial SystemsAt Zm Financial Systems, we thrive on diverse perspectives to overcome ever-changing market challenges. Our collaborative culture gives us an edge, driving innovation and progress.Job OverviewWe are seeking a highly motivated Sales Enablement Specialist to partner with our global Sales organization in maintaining consistently high...


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

    About ExperianWe're a global information services company that unlocks data to create opportunities for consumers, businesses, and society.Our team of 23,000 people operates across 44 countries, investing in new technologies, talent, and innovation to help clients succeed.The Growth Enablement Specialist will collaborate with product marketing, compliance,...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    Sales Enablement Team Member - ManagerAs a critical member of our sales organization, this role plays a pivotal part in empowering our sales teams to achieve their targets. The ideal candidate will have a unique blend of skills that bridges the gap between sales, marketing, and product teams.Key Responsibilities:Performance Metrics Tracking: Monitor,...


  • San Francisco, Heredia, Costa Rica Client Services, Inc. -Cr A tiempo completo

    Overview: At Client Services, Inc. - Cr, we are seeking a highly skilled and motivated Customer Service Specialist to join our team.Schedule and Training: The training schedule is 7am-4pm Monday through Friday for two weeks. After the training period, the work schedule will vary between 7am-10:00pm, totaling 35 hours per week.Responsibilities:Educate...


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

    Splunk, a leading provider of unified security and observability solutions, seeks a seasoned Technical Marketing Engineer to join their team. With a focus on securing and reliable digital systems, this role requires an individual with a strong background in tech marketing and sales engineering.Job OverviewThis Senior Technical Marketing Specialist will be...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Job Description:We are seeking a highly motivated and experienced sales enablement professional to join our team at Zm Financial Systems. This role will be responsible for driving business growth by empowering our sales teams with the tools, training, and support they need to succeed.As a key member of our sales organization, you will partner with...


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

    About Cloud Software Group:As one of the world's largest cloud solution providers, serving over 100 million users globally, we empower people to focus on what matters most and make working lives better. Our suite of cloud-based products helps individuals get work done from anywhere.Senior Enablement Specialist Role:We're seeking a Senior Enablement...