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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