Client Onboarding Specialist
1 week ago
Responsibilities:
On-boarding New Clients
- Kick-off client implementation
- Set up Client credentials/login in Software and Zoho
- Run sessions and train clients on how to configure and use the software
- Integrate software into their payroll via online or XML mapping
- Assist with employee data validation
- Work with the developers for enhancements, issues, and requests during implementation.
- Provide software rollout project templates to clients
- Complete the checklist and assist the client in Go Live
- Maintain in-depth knowledge of the software and the ability to adapt to its changes
- Clarify customer requirements; probe for and confirm understanding of their implementation requirements
- Document the complete and accurate Core HR and Onboarding Requirements Definition
- Add client to CRM, send welcome email & manual
- Obtain CSV data from the client, modify it in Excel, and import it to our software.
- Assist with employee data validation, and reporting setup (basic SQL)
- Provide software rollout project templates to clients
- Complete the checklist to Go Live
- Perform other tasks or duties assigned by the Client/Company Supervisor.
Live Website Chat - initial discussion with customer/lead
- Monitor & engage website visitors via Zopim chat popups
- Engage with Chat following a detailed script, answering questions about our software
- Follow the data collection process
- If the customer is interested, schedule a demonstration for the BDM
- Update CRM & Report on weekly chat results
1st Level Support for our software
- Monitor for reported issues
- Provide email & text chat Support to customers
- Register & resolve 1st level issues
- Escalate 2nd level issues to consultants
Required Skills / Qualifications
- Intermediate SQL experience - e.g., writing queries, sorting data
- Advanced Excel - e.g. able to rapidly sort, filter, and realign data
- Slack or similar team collaboration project tool
- Customer support / technical support role
- Perfect and fast-written English
Desirable but Non-essential Experience
- Live web chats like Intercom and Zopim
- Salesforce
- Marketing Automation systems
- Supporting a software product
More Details:
- Salary Range: 40,000 to 60,000
- Work Setup: Hybrid (MWF Onsite)
- Schedule: Dayshift, Monday to Friday
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