Customer Success Specialist (Onboarding)

Docplanner

Mexico City, CDMX, Mexico permanent

Posted: March 4, 2026

Quick Summary

We are seeking a Customer Success Specialist in Mexico City to join our team. The successful candidate will be responsible for onboarding new customers, providing technical support, and developing a high-performing team. Key skills include excellent communication and problem-solving skills, as well as experience in software development and customer success.

Required Skills

Job Description

DOCTORALIA es la plataforma líder en México que conecta Especialistas de Salud con Pacientes a través de nuestra página web y aplicaciones. Somos una empresa que a través de la venta de un Software brindamos soluciones tecnológicas para digitalizar el sector salud y hacer la experiencia de la salud mas humana!

Contacto inical con el especialista despues de su compra,orientando a que logre la adoption del producto ( USO DEL MISMO ) mediante metricas operativas que

ayuden a lograr contactarlo en un periodo establecido, teniendo como objetivo desarrollar cierto numero de capacitaciones minimas por especialista, orientadas a un resultado. Utilizando las mismas herramientas del especialista como su PC, telefono mediante la capacitacion mediante zoom                            

ACTIVIDADES

• Contactar a los Doctores de nuevo ingreso mediante whats app o llamada en un tiempo menor a 5 dias                             
• Mostrar el uso de la plataforma mediante la herramienta de zoom / Google meet                            
• Estar pendiente de tu cartera de contactos asignados por un periodo de 30 dias                             
• Mantenimiento de perfil o resolucion de dudas por 28 dias                            
• Entrenamiento a especialista y asistentes, Revision de CRM, reportes e indicadores diarios                     
• Atencion enfocada a lograr una adopción del producto en un peridodo de 28 dias                             
• Orientado a resultados siguiendo métricas operativas (Contactación, SLA, mantenimiento a cartera)                            
• Lograr comunicación efectiva hacia los Doctores, donde se pueda lograr transmitir la importancia del uso de la herramietna                             
• Capacidad de lograr interactura con Doctores de cualquier tipo de edad, tecnológicos o sin serlo                             
• Interaccion con Doctores de cualquier tipo de edad, con la capacitad de poder transmitir el entendimiento de la plataforma                             

•  al menos 2 años de experiencia en Onboarding
• Inglés Avanzado
• Experiencia proporcionando entrenamiento zoom (Deseable)
•  Experiencia en manejo de objeciones
• Conocimiento de CRM
• Experiencia en cumplimiento de metricas operativas ( SLA, Intentos de contacto diaria, Seguimiento )            

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