The Onboarding Specialist is responsible for the timely onboarding of new Customer Accounts. The ideal candidate will have the ability to multi-task, managing multiple projects while tracking the effective completion of such projects with cross-functional departments. The Onboarding Specialist must have the ability to make good business decisions to resolve unique Customer requests. Strong problem-solving skills will be required to piece together information, from multiple sources to efficiently onboard new Customers.
Duties and Responsibilities:
- Responsible for performing duties related to the efficient onboarding of Customers.
- Oversee and track account progression in other departments
- Perform data entry to onboard new accounts and make changes to existing accounts
- Monitor onboarding inbox to answer questions and resolve situations that arise
- Create log ins and passwords for new Customer users
- Cross-reference new account requests to identify existing client's account.
- Communicate account changes and closures to the impacted parties
- Work with cross-functional Teams to ensure accurate set up of Customer accounts
- Effectively track newly onboarded accounts and changes for internal record-keeping
- Complete special projects at the direction of the Operations Manager and Business Optimization Analyst
- Perform other duties as assigned to support the efficient operation of the department and company
