Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
About the role
- Onboarding Coordinator responsible for coordinating new client onboarding for Orion. Managing multiple stakeholders and ensuring smooth setup on Orion platform in a hybrid work environment.
Responsibilities
- 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 surrounding the Master Client List and interface setup items
- Research the initial aspects of advisor's practice to be used in the onboarding process and sets clear expectations with the advisor on when items need to be completed in order to hit overall project deadlines
- Ensure the accuracy of the master client list and data feed interface setup projects
- Review information from Schedule D to ensure database settings are setup correctly
- 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
- Be responsible for setting up the initial database framework
- Obtain required information from advisors and custodians and works directly with the Accounting Analysts in order to get new data feeds in working order
- Determine and implement database settings for various aspects of the system
- Track and maintain interactions via Salesforce
- Determine advisor specific information according to Schedule D to ensure all information is accurately updated
- Assist Sales team by explaining the MCL and interface process to prospective clients regarding the initial setup
Requirements
- Has knowledge and understanding of project management concepts and discipline
- Preferably has knowledge and understanding of Salesforce CRM
- Has advanced knowledge and understanding of Orion Connect system
- Is able to exercise appropriate judgment, reasoning and decision-making
- Is able to troubleshoot issues utilizing creative and critical/analytical thinking skills
- Represents Orion in client consultations to champion our products and services
- Possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
- Has a 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
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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