New Client Onboarding Manager

For more than 30 years, Helpside has partnered with small and medium-sized businesses by providing Payroll, HR, Workers’ Compensation, and Benefits solutions. Helpside supports clients so they can grow their businesses and not worry about employee administration. Helpside is a leader in the PEO industry and is expanding into new markets as they advance the sales and delivery of their solution. Helpside is headquartered in Lindon, UT and primarily services clients located in the Rocky Mountain region.

SUMMARY

The role of the Client Onboarding Manager is to manage the client experience by providing a seamless transition to Helpside’s services. In this role you are responsible for setting expectations for new client onboarding, collecting new client paperwork, meeting new client onboarding deadlines, and improving current onboarding processes. You are responsible for connecting and building relationships with Helpside’s clients. You are the face of the organization when it comes to the client support team. You are responsible for proactively meeting with new client contacts to fulfill promises, educate on how to best use tools and services, prove value, solve problems, and gather referrals. The Client Onboarding Manager works closely with the sales organization and will provide support in the sales process by conducting technology demos and finding solutions to unique client needs. You will work together with a Client Onboarding Specialist to make sure that all new clients are having an excellent experience and that all deadlines are met.

ESSENTIAL SKILLS

• Manage time efficiently to meet productivity goals.
• Manage multiple projects, executing at a high level and on time.
• Demonstrate company knowledge and effective use of customer service techniques.
• Answer client questions and concerns in-person, via phone, and over email in a professional and timely manner.
• Proactively meet with new clients to address questions and concerns while building relationships.
• Confidently lead meetings with client company executives, HR personnel, and employees.
• Provide quick and accurate entry of required documentation.

PREFERRED QUALIFICATIONS

• 4+ years of client service experience.
• Experience collaborating with internal departments.
• Experience conducting meetings with company leaders.
• Business education preferred.
• Track record of exceeding expectations and improving processes.
• 2+ years of client onboarding experience.

REQUIRED SKILLS

• Occasional travel.
• Proficient in Microsoft Office suite.
• Experience operating in a self-motivated role.
• Experience organizing and leading online meetings.
• Written and verbal communication- Email, phone, in-person.

GREAT THINGS THAT COME WITH WORKING HERE:

• Health insurance 100% paid by employer (for both employee and family!)
• Paid time off
• Paid holidays
• Additional voluntary supplemental benefits including dental, vision, life insurance, disability, accident, critical illness, etc.
• Fun company events
• Great company culture
• 401(k) with company match
• Helpside employees have many perks to the job such as:

Job Type: Full-Time

Job Location: Lindon, Utah

JOIN THE HELPSIDE TEAM AND HELP OUR CLIENTS, AND HELPSIDE SUCCEED!