Customer Documentation Specialist

Posted:
3/20/2025, 7:29:24 AM

Location(s):
Guadalajara, Jalisco, Mexico ⋅ Jalisco, Mexico

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support

Workplace Type:
On-site

Redefine the future of customer experiences. One conversation at a time.

We’re changing the game with a first-of-its-kind, conversation-centric platform that unifies team collaboration and customer experience in one place. Powered by AI, built by amazing humans.

Our culture is forward-thinking, customer-obsessed and built on an unwavering belief that connection fuels business and life; connections to our customers with our signature Amazing Service®, our products and services, and most importantly, each other. Since 2008, 100,000+ companies and 1M+ users rely on Nextiva for customer and team communication.

If you’re ready to collaborate and create with amazing people, let your personality shine and be on the frontlines of helping businesses deliver amazing experiences, you’re in the right place. 

Build Amazing - Deliver Amazing - Live Amazing - Be Amazing

 

The Porting Specialist I is responsible for receiving customer paperwork, saving to customer files and submitting orders. The role checks orders daily and notifies customers of changes in status and assists customers over phones with porting questions.

  • Over 90% of the communication in this role will be in English (verbal & written). Please send us your resume in English when applying
  • This person will be an employee of Nextiva, supporting Nextiva customers 
  • This position will be 100% on-site at our Nextiva Guadalajara office. Want to check out our AMAZING culture? Follow Nextiva Mexico on Instagram: @nextiva_mexico 
  • Be sure to check out our rewards & benefits listed below

Key Responsibilities:

  • Managing and updating customer data and files and contacting customers to communicate incomplete or missing paperwork and porting status
  • Managing customer and LOA documentation, submitting orders in carrier portals for accounts 200 and under MRR and checking status of orders in carrier portals
  • Splitting and creating cases
  • Sending porting scheduled and completion emails to correct recipients
  • Updating caller IDs for telephone numbers
  • Taking customer calls and replying to customer emails and telephone messages

Qualifications:

  • Strong administrative experience in a fast-paced environment
  • Highly organized, detail oriented, adaptable and quick-thinking
  • Excellent organizational and time management skills with the proven ability to prioritize and handle multiple tasks
  • Proficient with Microsoft Office (Word, Excel, and Outlook)
  • Enthusiastic attitude and willingness to support team needs
  • Professional voice with outstanding communication, telephone and customer service skills
  • Ability to make decisions during porting processes to provide excellent customer service
  • Ability to excel both individually and as a team player in a fast paced, self-directed, constantly evolving environment

Nextiva Core Competencies / DNA:

  • Drives Results:  The successful candidate will be action oriented, with a passion for solving problems.  They will bring clarity and simplicity to ambiguous situations.  This individual will challenge the status quo; asking what we can do differently and finding ways to create and build more success.  They are a change agent, prepared to lead and drive changes as we transform. 
  • Critical Thinker:  The successful candidate is fact based and data driven, able to understand and articulate the “why,” identifying key drivers and learning from the past.  They are forward-thinking, anticipating problems before they arise.  They’ll recommend and action well thought out solutions, understanding the risks and dependencies. 
  • Right Attitude:  The successful candidate will be team-oriented, collaborative and competitive with a winning mindset; they’re resilient and able to easily bounce back from setbacks.  They will be able to zoom in / out, willing to be hands-on to help solve important problems while being a motivating figure for the team along the way.  They will embrace a culture of service and learning with a focus on caring, supporting and respecting our customers and team members.

Rewards & Benefits: 

✅ Major Health insurance for you and for your legal partner and children under 25 years
✅ Vision and Dental covered
✅ Life Insurance – 24 times your monthly salary
✅ 30-day Christmas Bonus (Aguinaldo)
✅ 50% Vacation premium
✅ 12 days for vacations on your first-year anniversary
✅ Newly hired full-time employees of Nextiva earn ten (10) personal days before their first anniversary
✅ After your first year you will be entitled to 5 personal days each year after each anniversary date additional to your vacation days
✅ Company matched Food Vouchers – You receive 1 x monthly UMA (Unidad de Medida y Actualización) per month
✅ Company matched savings fund – 13% of your monthly salary capped to 1.3 times the annual value of the UMA

Established in 2008 and headquartered in Scottsdale, Arizona, Nextiva secured $200M from Goldman Sachs in late 2021, valuing the company at $2.7B. To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog

#LI-JG1 #LI-ONSITE

Nextiva

Website: https://www.nextiva.com/

Headquarter Location: Scottsdale, Arizona, United States

Employee Count: 1001-5000

Year Founded: 2006

IPO Status: Private

Last Funding Type: Private Equity

Industries: Enterprise Software ⋅ SaaS ⋅ Unified Communications ⋅ Video Conferencing ⋅ VoIP