Customer Onboarding Specialist at Salonkee leading client onboarding and providing software training. Collaborating with sales, support, and product development for seamless customer experiences.
About the role
- Onboarding Coordinator responsible for client onboarding at Orion. Coordinating tasks between various teams to ensure successful setup on the Orion platform.
Responsibilities
- coordinating and project managing the initial onboarding of new clients of Orion
- serve as primary point of contact between customer, Onboarding Project Managers, Managers and Analysts, Orion Programming, Sales and Tech Support
- work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
- review Schedule D with client and answers any applicable questions
- research initial aspects of advisor's practice to be used in onboarding process
- ensure accuracy of master client list and data feed interface setup projects
- hold client accountable to timelines set by Onboarding team for delivery of items
- process client requests regarding master client list or interface changes
- make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline
- obtain required information from advisors and custodians
- track and maintain interactions via Salesforce
Requirements
- knowledge and understanding of project management concepts and discipline
- preferably knowledge and understanding of Salesforce CRM
- advanced knowledge and understanding of Orion Connect system
- able to exercise appropriate judgment, reasoning and decision-making
- able to troubleshoot issues utilizing creative and critical/analytical thinking skills
- possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
- minimum of a bachelor's degree in Business Administration, Finance or related field
- preferably a minimum of 1 year of project management or coordinating experience
- preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
- preferably experience working within financial services, technology, or customer service industries
- owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment and more
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