Job Description
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
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
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
