Onboarding Implementation Specialist I Jobs

Continuing Education Benefit (up $1,250 a year)

Strong track record of delivering improvements to customer support programs or experiences

Experience building or executing customer success programs through scalable processes and technologies (example: email, in-app, online training, community, bot/automation).

Experience with an online ticketing system, like Zendesk.

Real estate, lead generation, or SMB customer experience a plus

Remote work environment, with the option of working in our Dallas office

Experience in providing top-of-the-line client support and building excellent client relationships is required. COMPETENCIES SKILLS/KNOWLEDGE/ABILITIES:

Maintain all client communication and documentation in Salesforce daily. Qualifications: EDUCATION: Associate Degree in related field (Bachelors preferred). EXPERIENCE:

Excellent prioritization, organization, and time management skills.

Overall management of technical and operational aspects for FACTS product implementation.

Strong computer skills, including experience using Microsoft Office applications and FACTS systems.

Work closely with all FACTS CSMs, RVPs and/or PMs to enhance the customer experience and satisfaction.

Experience in providing top-of-the-line client support and building excellent client relationships is required. COMPETENCIES SKILLS/KNOWLEDGE/ABILITIES:

Maintain all client communication and documentation in Salesforce daily. Qualifications: EDUCATION: Associate Degree in related field (Bachelors preferred). EXPERIENCE:

Excellent prioritization, organization, and time management skills.

Overall management of technical and operational aspects for FACTS product implementation.

Strong computer skills, including experience using Microsoft Office applications and FACTS systems.

Work closely with all FACTS CSMs, RVPs and/or PMs to enhance the customer experience and satisfaction.

Manage several onboarding engagements simultaneously, including large books of onboarding business at one time (~40-60 customers).

3 + years of experience in a role responsible for customer satisfaction and business operations

Excellent communication, organizational, and influencing skills

1+ years of experience using a POS (Point of Sale) software, ideally in the service industry

Experience working in the tech industry or for a SAAS company

Training, teaching, or development experience

Manage and provide oversight to ongoing planning, design, and deployment activities.

Continuously enhance knowledge/expertise in both the application and business process/environment in which the software is operated.

Other duties and responsibilities as required.

Provide input on project delivery methods and execution planning.

Monitor and report on the progress of issues affecting the assigned projects.

Present details of various project phases to internal and customer stakeholders.

Required Qualifications, Capabilities, and Skills:

Utilize creative problem solving and solid decision-making abilities to deliver business driven results

from analysts into associate project managers/onboarding specialists

Prepare client engagement materials (e.g. project plans, meeting minutes, agendas) and create a shared master tracker for VP global mandates

Update the implementation target dates and comments based on one-on-one meetings with VP International Onboarding Specialists

Collaborate with the international coverage teams on behalf of the VP being supported to establish clear implementation details

2+ years of project management or other business related experience required or equivalent educational experience or training

A general knowledge of project management processes and a deep desire to learn and progress into project management.

Excellent organizational and time management skills.

Experience with a project management software tool such as Adobe Workfront or Microsoft Project.

Assist Project Managers with requirements gathering efforts.

Previous work experience within the banking or finance industries as it relates to mobile banking applications is a plus.

Knowledge of Standard/Non-Standard Benefits and Products and knowledge of enrollment & billing and underwriting guidelines preferred.

Posts new firms, rates and benefit changes to Enrollment & Billing.

Processes new firm installations, benefit conversions, add products, terminations and mergers.

Date Posted: Aug 08, 2023

Talks with clients by phone, e-mail or in person to ensure the best service possible.

Review of new group enrollment material for accuracy including outreach for clarification.

5 years of experience in onboarding and implementation

5 years of project oversight experience

·Collect, analyze, and summarize information and trends as needed to prepare project status reports.

·Performs special projects as requested.

Bachelor's degree from an accredited college or university in a related field

Excellent references, upon request. COMPETENCIES SKILLS/KNOWLEDGE/ABILITIES:

Excellent prioritization, organization, and time management skills.

Overall management of technical and operational aspects for FACTS product implementation.

Maintain project tracking in SalesForce, and any other internal tracking required for work/time management and auditing purposes.

Strong computer skills, including experience using Microsoft Office applications, Web Forms, and the Internet.

Work closely with CSMs and/or RVPs to enhance the customer experience and satisfaction.

Excellent time management skills with a proven ability to meet deadlines.

1-3 years of experience in a data entry or administrative role required

1-2 years of experience in Group Health Insurance/Benefits preferred

Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required, Access preferred

Excellent verbal and written communication skills.

Excellent organizational skills and attention to detail.