Onboarding Specialist

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

Requirements

• Education: Associates degree or higher preferred
• Experience in an administrative support role required
• Excellent organization skills with a strong attention to detail
• Excellent communication skills with strong written communication expertise
• Strong time-management skills with demonstrated ability to manage multiple projects and tasks
• Computer savvy with advanced knowledge of Microsoft Office products (Outlook, Excel)
• Strong problem-solving skills with the ability to make good business decisions autonomously
• Ability to learn quickly and adapt in a continuously changing environment
• Project Management skills for onboarding large new customers accurately in an organized manner
• Strong follow up skills to ensure projects are completed within timelines defined

Benefits

• HMO with 1 free dependent upon hire
• Life Insurance
• Night Shift/20% Night Differential
• 20 PTO credits annually
• Great Company Culture
• Career Growth and Learning
• Work from home
• Php 35,000 - 40,000