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Onboarding Client Specialist Jobs in Iowa

It Client Onboarding Project Coordinator
By VC3 At , Remote
Responsible for the scheduling, time management, and utilization management of team members.
Provide finance information for ongoing monthly billing throughout the onboarding project
Possess strong interpersonal skills in order to work with both technical and non-technical staff at various levels in the organization.
Collaborate with all VC3 departments to continuously improve our service offering to maximize client satisfaction.
Good problem solving and decision-making skills; ability to understand and analyze complex issues
Completion of an accredited 2-year post-secondary diploma in Computer Systems/Engineering or equivalent business experience
Project Manager, Client Onboarding
By Radial, Inc. At , Remote
Minimum of 3+ years of project management experience in the technology or e-commerce industry
Knowledge of Project & Portfolio Management tools (MS Project, Smartsheet, Wrike, etc)
Experience with various Project Management methodologies
Experience with program management office planning and operations activities
Schedule and facilitate project status meetings and advise management on the effects change requests will have on schedule and resources
Communicate clearly and demonstrate leadership skills to establish a common understanding of project timelines, milestones, and expectations on delivery
Spend Management Onboarding Specialist
By Rippling At , Remote $130,000 a year
Proven time management skills in a dynamic team environment.
Execute successful launches of the Rippling Spend Management platform
2+ years in project management, onboarding or implementations where you have had to advise clients and build strategic relationships
Collaborate with product, design, and engineering teams to provide informed recommendations into Rippling’s product roadmap that enhance the customer experience
Solid oral, written, presentation and interpersonal communication and relationship skills.
Help set up and customize new customer accounts
Client Onboarding Manager Jobs
By KeyBank At , Remote $65,000 - $80,000 a year
Bachelor's Degree or similar work experience with a minimum of 1 – 3 years of banking or cash management sales experience.
Possess strong Analytical and Project Management skills (process analysis, steps required, data required, ask second level questions, professional curiosity, etc.)
Excellent verbal and written communication skills. Previous experience presenting to clients
Create material to support the onboarding events, maintain transparency for stakeholders and manage stakeholder expectations.
Develop, monitor and report on KPIs to ensure clients are receiving best-in-class client experience and business development objectives are met.
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
Senior Institutional Client Onboarding Product Manager
By Coinbase At , Remote $195,500 - $230,000 a year
Experience on Client Onboarding Change Management.
Capture requirements, prioritize investments, work with Compliance Engineering and Operations to test and deploy features.
Strong problem solving skills and the ability to develop creative solutions to complex operational challenges.
What you’ll be doing (ie. job duties):
What we look for in you (ie. job requirements):
You’ve got positive energy. You’re optimistic about the future and determined to get there.
Onboarding Specialist - Apac
By Owner At , Remote
Shadow the current team to learn from your peers and engage with weekly call reviews with your manager
SaaS client onboarding or software implementation experience
Excellent English speaking and writing skills (native or fully bilingual)
Complete new hire orientation and our onboarding training workshop
Learn everything you need to know about restaurant partner personas, restaurant lingo, and the Owner product
Receive your first 10-15 partners to start onboarding; launch your first partner
Onboarding & Engagement Specialist Jobs
By CDW At , Remote
Serve as a subject matter expert for Google Workspace for Education paid editions
Offer training and insight to school IT Admins on a wide variety of technologies, including Google Workspace paid editions.
Create content and collateral to help customers leverage education editions of Google Workspace
Manage Help Center content creation, review, and publication via monday board
Work with the NA GTC to offer inside information, tips/tricks, and engage folks through the community and live stream events
Stay current on Google Workspace for Education changes and modifications
Client Onboarding Manager Jobs
By Escalon Services At , Palo Alto, 94306, Ca

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Onboarding Specialist Jobs
By Owner At , Remote $70 a day
Shadow the current team to learn from your peers and engage with weekly call reviews with your manager
You have SaaS client onboarding or software implementation experience
100% remote: you choose where you want to work - no commute required
Comprehensive benefits (healthcare, vision, dental)
Benefits of Life @ Owner
Complete new hire orientation and our onboarding training workshop
✨ Onboarding Specialist - Latam
By Owner At , Remote
Shadow the current team to learn from your peers and engage with weekly call reviews with your manager
SaaS client onboarding or software implementation experience
Excellent English speaking and writing skills (native or fully bilingual)
Complete new hire orientation and our onboarding training workshop
Learn everything you need to know about restaurant partner personas, restaurant lingo, and the Owner product
Receive your first 10-15 partners to start onboarding; launch your first partner

Are you looking for an exciting opportunity to join a fast-growing company and help shape the future of customer onboarding? We are looking for a Client Specialist to join our team and help us create an exceptional onboarding experience for our clients. As a Client Specialist, you will be responsible for managing the onboarding process from start to finish, ensuring that our clients have a smooth and successful transition to our services. If you are passionate about customer service and have a knack for problem solving, this could be the perfect job for you!

Overview Onboarding Client Specialists are responsible for ensuring that new clients are properly onboarded and integrated into the company’s systems and processes. They are responsible for providing a smooth transition for new clients, ensuring that all necessary paperwork is completed and that the client is comfortable with the company’s services. Detailed Job Description Onboarding Client Specialists are responsible for providing a smooth transition for new clients. This includes ensuring that all necessary paperwork is completed, that the client is comfortable with the company’s services, and that the client is properly integrated into the company’s systems and processes. Onboarding Client Specialists must be able to communicate effectively with clients and provide them with the necessary information and support. They must also be able to work with other departments to ensure that the onboarding process is successful. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload
• Strong organizational and problem-solving skills
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in business, marketing, or related field
• At least two years of experience in customer service or related field
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
• Knowledge of onboarding processes and procedures
Job Experience
• At least two years of experience in customer service or related field
• Experience in onboarding new clients
• Experience in working with multiple departments
Job Responsibilities
• Ensure that all necessary paperwork is completed for new clients
• Provide clients with the necessary information and support
• Work with other departments to ensure that the onboarding process is successful
• Monitor and track onboarding progress
• Respond to client inquiries and resolve any issues that arise
• Maintain accurate records of onboarding activities