Job Description

The Onboarding Specialist is responsible for the timely onboarding of new Customer Accounts. The ideal candidate will have the ability to multi-task, managing multiple projects while tracking the effective completion of such projects with cross-functional departments. The Onboarding Specialist must have the ability to make good business decisions to resolve unique Customer requests. Strong problem-solving skills will be required to piece together information, from multiple sources to efficiently onboard new Customers.

Duties and Responsibilities

  • Responsible for performing duties related to the efficient onboarding of Customers.
  • Oversee and track account progression in other departments
  • Perform data entry to onboard new accounts and make changes to existing accounts
  • Monitor onboarding inbox to answer questions and resolve situations that arise
  • Create log ins and passwords for new Customer users
  • Cross-referen...

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