Onboarding & Engagement Specialist
Lisbon, Portugal (On-site)
About Simplifae
Simplifae is a European brand that unites leading eTendering and market intelligence platforms across Portugal, Spain, and Poland.
Built on 25 years of experience, continuous innovation, and strong customer proximity, Simplifae brings together platforms such as Vortal, Plyca, eZam, Marketplanet, Armilar, and OnePlace.
The company combines proven market leadership with unique historical data, robust technology, and a cross-sector focus on procurement, purchasing, and strategic decision support for both public and private organizations.
At Simplifae, technology is human by design—we don't just present data;
we interpret it and guide users through it.
Our value proposition is built on two core pillars:
Electronic procurement, simplifying and digitizing buying and selling processes;
Market intelligence, delivering actionable insights on competition, pricing, award patterns, and market trends.
Powered by artificial intelligence, Simplifae is focused on automation, predictive analysis, and improving decision-making quality—helping organizations operate more efficiently, identify opportunities, and compete with confidence.
Simplifae represents scale, continuity, and ambition—anchored in trusted leadership and a strong commitment to clarity, intelligence, and customer excellence.
About the Role
We are looking for an Onboarding & Engagement Specialist to strengthen our customer lifecycle capabilities by combining onboarding excellence with targeted engagement strategies.
As the first point of contact for new clients, you will ensure a smooth onboarding experience, from platform configuration to user training.
In parallel, you will act as a strategic engagement driver, supporting adoption and retention through proactive, data-driven initiatives across different lifecycle stages (Y0, Y1, Y2).
This role is key to accelerating time-to-value, increasing product adoption, and ensuring continuous customer nurturing through personalized engagement.
Key Responsibilities
Act as the primary point of contact for new clients during onboarding.
Configure initial platform setup according to contracted services.
Deliver weekly webinar training sessions, enabling users to confidently navigate the platform.
Design and execute targeted engagement campaigns across customer cohorts (Y0, Y1, Y2).
Implement proactive usage triggers to drive adoption and early value realization.
Ensure a seamless onboarding experience that promotes customer satisfaction and engagement.
Collaborate with Customer Success, Product, and Commercial teams to align on activation and retention strategies.
Identify opportunities for increased engagement, service adoption, or upsell.
Maintain accurate records of onboarding activities and client interactions in CRM tools.
Gather customer feedback to continuously improve onboarding processes and platform experience.
Contribute to ongoing customer nurturing strategies with relevant and personalized communications.
Education & Experience
Up to 2–3 years of experience in onboarding, customer success, training, or similar client-facing roles.
Experience delivering online training/webinars is highly valued.
Exposure to SaaS, B2B services, procurement platforms, or digital transformation environments is a plus.
Bachelor's degree in Management, Marketing, Communication Sciences, or a related field (preferred).
Skills & Competencies
Strong communication and presentation skills.
Customer-centric mindset with the ability to clearly guide and educate users.
Analytical and data-driven approach.
Commercial awareness with the ability to identify client needs and opportunities.
Highly organized, proactive, and capable of managing multiple priorities.
Problem-solving mindset with a pragmatic approach.
Fluency in Portuguese and English (mandatory).
Spanish is a plus.
Fast learner, adaptable, and motivated to help customers succeed.
Why This Role Matters
This position is essential to complement onboarding with dedicated multi-portfolio engagement capacity, enabling:
Highly targeted and effective engagement campaigns;
Faster and moreconsistent customer value realization;
Stronger adoption and platform usage;
Improved retention and expansion.
What We Offer
Opportunity to join a growing European technology brand;
A dynamic, collaborative, and impact-driven environment;
Exposure to international markets and digital transformation projects;
Competitive compensation and benefits;
Career growth opportunities within Customer Success and Growth.