Onboarding Specialist - Spain

Sobre el puesto

About Us

Perk (formerly TravelPerk) is the intelligent platform for travel and spend management. Built to tackle the time-consuming, manual work that gets in the way of real work, our tools automate everything from travel bookings to expenses, invoice processing, and more. By eliminating this shadow work that wastes hours, erodes morale, and saps innovation, we’re on a mission to power real work, with real impact.

We’re trusted by more than 10,000 companies worldwide, including Wise, On Running, Breitling, and Fabletics, and we’re tackling the 7 hours of lost productivity per employee each week, a $1.7 trillion problem http://www.perk.com/shadow-work-report.

Founded in 2015, Perk has grown into a global company of more than 1,800 people across 12 offices globally, with headquarters in London and Boston. We combine innovation, control, and simplicity to transform how businesses work and how people feel at work.

At Perk, we’re driven by our values, like being an owner, delivering a 7-star experience, and working as one team. We value curiosity, purpose, and mindset, not just knowledge, to unlock the power in your potential. Our talent team brings together leading minds from the travel and SaaS industries, representing over 70 countries. If you’re excited about having a real impact and shaping how millions of people experience work, we’d love you on the team.

Visit www.perk.com http://www.perk.com to learn more.

ABOUT THE ROLE

The Implementation Team is responsible for the onboarding of all our Premium and Pro customers on the Perk platform, and providing recommendations to optimise the customer experience. We guide new customers from signup to launch, providing consultative, administrative, technical, and educational support to maximise the customer’s experience with the Perk platform.

As an Onboarding/Implementation Specialist, you must be a change management and consultative expert who digs in deeply to understand customer needs and provides customers with a tailored solution that meets their needs, within the Iberia market. You'll use your platform expertise and stakeholder management skills to build a bridge between platform capabilities and customer expectations. In order to serve the customer beyond the bounds of the platform you'll produce a thoughtful rollout plan that accurately covers the scope of the specific customer’s needs, including immediate travel and a long term success. As an IS, you'll be both a mentor and an example to the Implementation team and across the Revenue organisation. You will adopt a tech-forward approach by utilising AI tools like Claude (and connectors to Claude) to streamline administrative data work and focus heavily on high-value customer strategy and consulting.

The IS ensures that new customers are fully prepared to use Perk to book their business travel, by executing platform configuration, providing technical support and troubleshooting, and user readiness. This includes configuring customer accounts to their specifications and requirements, providing proactive support on any integrations, as well as coordinating and executing tailored training sessions with key customer stakeholders.

WHAT YOU'LL DO

- Provide the first impression of Perk to all customers in your portfolio and serve as the first point of contact for customers during the implementation process.

- Define the best onboarding strategy, leading the change within the customer´s org and providing support in any technical aspects related to the integrations and account setup. That means preparing and executing onboarding plans through the use of project management.

- Carry out consultative conversations with customers to collect their requirements.

- Leverage AI-powered tools to automate repetitive technical and administrative tasks, allowing you to focus on high-value customer strategy and consultative guidance.

- Proactively providing customers with recommendations with your experience and data-driven best practice recommendations.

- Review meeting transcripts and call logs via Gong to ensure zero loss of customer data, tracking specific integration requirements, policy nuances and custom field/reporting needs.

- Drive customer onboarding forward by providing influential recommendations and creating urgency for customer stakeholders.

- Manage the rollout of a new platform for your customers; providing guides, templates, and recommendations to the customer for how to ensure adoption and long-term success of the platform.

- Take full ownership of timeline, rollout plan and handling of the account while the account is in implementation, including directing work through the internal team supporting customers and, in essence, being the subject matter expert in the area of change management.

- Coordinate and conduct training sessions for newly onboarded customers, including executive-level stakeholders and company-wide training.

- Validate customer configuration and account satisfaction by monitoring customer booking behaviour post-implementation and proactively offering support or recommendations.

- Embrace a pattern of execution, assess, improve, repeat and evolve as the team and organisation evolve. Regularly participate in AI-driven coaching and scorecard reviews to continuously optimise your presentation style, call flow control and objection handling.

- Take on additional projects related to IS Team alignment with other departments. Ensure that project team members have a clear understanding of timelines, tasks, risks and issues.

ADDITIONAL ATTRIBUTES OF AN IMPLEMENTATION SPECIALIST

- Proven track record of successfully managing and delivering complex projects.

- Although Implementation Specialists need to be tech-savvy and understand some basic technical concepts in the area of integrations and open APIs, they do not need to be experts in this area right away.

- Solid level of Project Management, Persuasive Communication,…