Hiring: Full-Time Onboarding Specialist -
Remote - $11.4k-18.6k/yr
WeAssist:
(Not your average Recruiting Firm…)
Started by Reef Colman just four years ago, is not your typical staffing agency...
We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 80 people. We help US businesses find skilled remote workers and connect these workers with good employers.
What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!
About the client we are hiring for:
Our client is a trailblazer in the business financing realm, on a mission to unlock the doors to 0% and low-interest capital for both aspiring and established entrepreneurs. With a visionary leader who has scaled a $100M revenue company and been featured in Forbes, the stage is firmly set to scale and grow his second endeavor and make a significant impact.
Here, innovation meets support in a culture designed to nurture every member's growth and well-being. They believe in rolling up their sleeves and working alongside their team, ensuring that every outsourced professional feels empowered and valued! ✨
Culture and Core Values:
At our client’s company, the culture thrives on collaboration and support, cultivating a community where everyone's voice matters and growth is a shared journey. With a commitment to mental and nervous system health, they create a workplace that prioritizes well-being, fostering an environment where professionals can flourish.
This focus is rooted in a set of core values which include:
- ✅Big Vision: Be part of a larger-than-life endeavour!
- ✅Maturity and Sophistication: Bringing class, excellence and well-grounded past performance to champion success
- ✅Authenticity Matters: Grow together in trust!
- ✅Limitless Growth: Your potential knows no limits!
- ✅Measure Twice, Cut Once: Precision leads to success!
Join a team that not only values your contributions but also celebrates the journey toward success!
Why are they hiring? 🏢
Our client is on the lookout for a dedicated Onboarding Specialist to take the reins of their client onboarding process, ensuring that every new partnership gets off to a flying start! With a mission to guide clients through the exciting journey of securing funding, this role is all about building and maintaining momentum from day one. You'll be the vital link that keeps clients motivated and accountable, empowering them to tackle essential tasks and achieve their funding goals. If you’re ready to make a real impact and help entrepreneurs flourish, this is the place where your passion for support and growth can truly shine! ✨
What’s in it for you? 😏
Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:
- 🚀 Climb the Ladder: Opportunity to grow into a Funding Manager role!
- 🛠️ Shape the Future: Help build processes that define the Funding Manager position.
- 🌱 Thriving Environment: Join a high-growth team where your potential knows no limits!
- 💼 Empower Others: Manage and mentor other assistants as you rise through the ranks.
- 💰 Rewarding Compensation: Open to discussing bonuses and equity partnership to sweeten the deal!
- 🌟 Leadership Pathways: Long-term growth opportunities into leadership roles await you.
- 🤝 Supportive Culture: Work in an environment that prioritizes well-being and collaboration.
- 🎯 Big Dreams: Be part of a team excited by ambitious visions and goals!
- 💖 Values Matter: Join a culture where your insights and experiences are cherished.
This opportunity is ideal for someone ready to spread their wings, thrive in a dynamic environment, and make a meaningful impact on our client’s journey to success!
Responsibilities of the Onboarding Specialist:
Your responsibilities include:
- Client Onboarding:
- Provide clients with access to communication platforms, such as Slack, to ensure effective collaboration
- Hold clients accountable for completing intake forms, supplemented by automated reminders to streamline the process
- Oversee client onboarding by collecting necessary documentation and ensuring that clients upload required files to shared platforms
- Assist clients with any issues that arise during the onboarding process, such as document confusion or technical difficulties, to maintain a smooth workflow
- Participate in calls with clients as needed, providing checklists of required tasks and recording essential funding information
- Help clients upload statements and other necessary information, and guide them through form completion
- Coordinate and schedule calls with clients, maintaining consistent communication to ensure accountability
- Funding Process Assistance:
- Send funding applications to clients via Slack and hold them accountable for completing these forms in a timely manner
- Maintain internal tracking sheets to mark clients' progress throughout the funding process, ensuring visibility of each client's status
- Regularly reach out to clients for status updates on their applications, ensuring they remain engaged and informed
- Data Entry and Migration:
- After a client is onboarded, manage the migration of data from multiple documents into a centralized spreadsheet, ensuring the information is organized and accessible for client plan creation
- Funding Sequence Management (Growth Opportunity):
- Familiarize yourself with the funding management procedures to effectively support clients
- Assist in executing the funding sequence by following a step-by-step plan, which includes sending introductory emails and applications, while encouraging clients to adhere to deadlines
- Continuously follow up with clients to gather status updates on their funding applications
- Fulfill manual tasks associated with the funding process based on clear instructions and standard operating procedures (SOPs), ensuring that client needs are met efficiently
Perks:
- 13th Month Bonus (Wild right?! 🤯)
- Permanent work-from-home / remote set-up 🌴
- Health insurance 👨⚕️
- Dental insurance 🪥
- Mental health insurance 🧠
- Great starting salary 💰
- Growth opportunity 📈
- Performance-based raises 💸
- Prizes and bonuses 🏆
Specifics:
- Time
- Full-time, 8am to 5pm CST time zone
- This is a remote position so you can have the freedom to work from anywhere
- Miscellaneous
- Attire - business casual when in meetings
- Professional setup (Pains me I actually need to write this down… 👀)
- Clean background
- Good camera
- Good microphone
- Strong wifi
- Tech Stack
- Project Management Tools
- G-Suite / Google Workspace
- Google Drive
- MS Excel / Google Sheets (nice-to-have)
- Slack
- GoHighLevel (bonus)
- PandaDoc
