Client Onboarding Specialist

Role Overview

• Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform
• Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference
• Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners
• Work closely with cross-functional teams on all internal and external operational matters
• Provide excellent customer service while meeting goals of team including productivity, quality, and service quality

Requirements

• Proven experience in roles that require critical thinking, including but not limited to, client operations, customer support, or education
• Experience handling complex tasks while also meeting daily productivity goals
• Strong communication skills, both written and verbal, emphasizing clarity and empathy
• Detail-oriented with excellent organizational and problem-solving abilities
• Ability to thrive in a fast-paced environment and adapt to changing priorities
• Collaborative team player demonstrating strong interpersonal skills
• Analytical thinker translating data into actionable insights
• Adaptability and a proactive approach to embracing new challenges
• Ability to learn and navigate through new systems

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short
• and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.