Onboarding Specialist responsible for the successful onboarding of high - value Providers and Service Companies at Field Nation. Act as a trusted advisor and platform expert to facilitate user engagement on the marketplace.
About the role
- Client Onboarding Specialist at Armanino managing customer onboarding and project setups. Creating project documentation and ensuring contract compliance across multiple software systems.
Responsibilities
- Responsible for creation and setup of customers and projects based on allocation of work.
- Create and maintain templates in Workday.
- Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
- Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
- Recommend procedural and systems changes that will deliver quality service to customers.
- Onboard new customers onto the Armanino Access App and respond to customers with onboarding questions.
- Create operating procedure documentation for all onboarding processes.
- Assist in developing the strategy for customer creation and maintenance.
- Manage annual rollovers and renewals of recurring projects and engagements.
- Identify and help improve processes and standardizations.
Requirements
- Bachelor’s Degree in relevant field or equivalent work experience
- Minimum of 3 years of relevant work experience.
- Comfortable navigating multiple software systems daily.
- Skilled at working cross-functionally with teams across the business.
- Ability to multi-task on several projects simultaneously in a fast-paced environment.
- Workday experience (preferred).
- Customer onboarding experience (preferred).
- Experience in a professional services environment (preferred).
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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