Onboarding Specialist

We are seeking a detail-oriented Onboarding Specialist to join our organization, working within the Strategic Initiatives team. The Onboarding Specialist will play a pivotal role in ensuring new clients have a positive experience when preparing to work with clients company, and internal teams have all the information required for a successful client kickoff. To be successful in this role you must have strong organizational and communication skills to set expectations for clients and internal stakeholders, and provide status updates throughout the client onboarding process.

The Onboarding Specialist will execute an onboarding process from client contract signature through launch of services. This role will regularly meet with C-level clients and internal stakeholders ranging from account managers to President level leaders to set expectations and communicate action items to achieve a quick and frustration free client onboarding process.


ESSENTIAL JOB FUNCTION

• This job operates in an office environment which routinely uses standard office equipment.

• The Employee is required to stand, walk, bend, use his/her hand to handle or feel objects, or tools, reach with hands and arms, talk and hear for extended periods of time.

• Frequently standing/sitting/walking up to 8 hours per day

• Frequently using hands/arms up to 8 hours per day

• Moderate noise level

• Frequently viewing a computer monitor screen up to 8 hours per day

DAILY TASKS

• Support all new clients during the first 90 days of partnership, or until onboarding is completed; working side-by-side with the Account Manager.

• Support existing clients in the onboarding process by addressing any gaps identified during the handoff to the Account Manager.

• Establish and maintain relationships with new clients to guide them through the first steps of their partnership with clients company.

• Execute onboarding tasks including CRM setup, management of SharePoint site, creating client kick-off PowerPoints, obtaining access to clients accounts, and scheduling initial introduction meetings with internal teams.

• Assist with documentation and other onboarding tasks as required.

• Provide input to Onboarding Project Manager on opportunities to improve onboarding process.

• Identify opportunities to use technology to scale and streamline process.

• Ensure client requests for support are prioritized and resolved in a timely manner.

• Train new hires on what to expect during client onboarding and their role in the process.

• Collaborate and communicate effectively with all clients Internal Teams

SKILLS AND QUALIFICATIONS

• Must have a college degree and 3-5 years of experience in professional environment with a combination of o Program Management of business processes or related course

• Proficient using Microsoft Office suite.

• Client Management, Business Operations, Sales, or other industry related work experience.

• Understanding of e-commerce retailers and online marketplaces.

• Able to lead cross functional teams spanning organizational boundaries, motivating, and gaining the cooperation and support of diverse stakeholders to accomplish the stated goals.

• Must have superior communication abilities including ability to prepare and present data, ability to effectively communicate with stakeholders from entry level to C-level corporate executives.

• Consumer package goods experience is preferred.

• Basic PowerPoint, Excel, Microsoft Word, as well as Teams and Zoom experience for presenting