ap/ar and admin assistant Jobs in Baltimore

ap/ar and admin assistant

accounts payable specialist

Chesapeake Search Partners

<div>
 
 
 Chesapeake Search Partners
 
 is partnering with an established organization to identify an Accounts Payable Specialist. This role will support the day-to-day AP function and play a key part in ensuring accurate and timely processing of vendor payments, while also contributing to process improvements across the department. It&rsquo;s a great opportunity for someone who enjoys working in a fast-paced, team-oriented environment and takes pride in ownership of their work.
 
 
 
 
 
 
 Responsibilities:
 
 
 <ul>
 <li>
 Process invoices and execute payments on a recurring basis, ensuring accuracy and timeliness
 </li>
 <li>
 Review and validate invoices against purchase orders and supporting documentation
 </li>
 <li>
 Approve and code vouchers in accordance with company policies
 </li>
 <li>
 Respond to vendor and internal inquiries, resolving discrepancies as needed
 </li>
 <li>
 Maintain accounts payable records, including vendor master files and payment history
 </li>
 <li>
 Reconcile vendor statements, receipts in transit, and other AP-related accounts
 </li>
 <li>
 Assist with month-end close activities, including analysis of payables and accrued expenses
 </li>
 <li>
 Identify and support improvements to AP processes and overall workflow efficiency
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 5-7+ years of accounts payable experience
 </li>
 <li>
 Strong proficiency in Microsoft Office, particularly Excel
 </li>
 <li>
 Experience with accounting and AP systems (SAGE 300 a plus)
 </li>
 <li>
 Comfortable learning and utilizing new tools and technologies (e.g., Power BI)
 </li>
 <li>
 Strong attention to detail and organizational skills
 </li>
 <li>
 Ability to manage multiple priorities and meet deadlines
 </li>
 <li>
 Excellent communication and interpersonal skills with a customer-focused approach
 </li>
 </ul>
</div>

Accounts Payable Specialist

EMD Sales, Inc

<div>POSITION SUMMARY
EMD Sales Inc. seeks an experienced Financial Controller to lead and manage all accounting and financial operations of our organization. The ideal candidate will possess deep technical accounting expertise, leadership experience, and the ability to provide financial insight that supports executive decision-making. This is a hands-on, on-site leadership role that requires a professional committed to financial integrity, compliance, and operational efficiency and excellence. We are offering a competitive compensation package and comprehensive benefits, including health, dental and retirement.
KEY RESPONSIBILITIES
Accounting Operations Management<ul><li>
Oversee all accounting functions including Accounts Payable (AP), Accounts Receivable (AR), Payroll, and General Ledger</li><li>
Manage and streamline the month-end and year-end close processes</li><li>
Supervise and mentor accounting staff to ensure accuracy and efficiency</li><li>
Maintain accurate financial records and documentation</li></ul>
Financial Reporting<ul><li>
Prepare, analyze, and publish monthly, quarterly, and annual financial statements</li><li>
Ensure compliance with GAAP and all other applicable regulatory standards</li><li>
Present financial reports and performance analyses to executive leadership</li><li>
Monitor financial performance and identify trends and risks</li><li>
Leverage accounting software to evaluate financial results, including product and customer profitability</li><li>
Collaborate with department leaders to control costs and improve profitability</li></ul>
Internal Controls &amp; Risk Management<ul><li>
Develop and maintain strong internal control systems</li><li>
Implement policies and procedures to reduce financial risk and prevent fraud and waste</li><li>
Conduct internal audits and ensure compliance with company policies</li></ul>
Budgeting &amp; Forecasting<ul><li>
Lead the annual budgeting process and ongoing financial forecasting</li><li>
Monitor variances between projected and actual results and provide corrective recommendations</li></ul>
Compliance &amp; Audit<ul><li>
Oversee tax compliance and ensure timely filing of income and payroll taxes</li><li>
Coordinate and manage external audits</li><li>
Ensure adherence to federal, state, and local financial regulations</li><li>
Prepare and manage bank-mandated reporting</li></ul>
Strategic Advisory &amp; External Relations<ul><li>
Serve as a key financial advisor to the our senior leadership team</li><li>
Work closely with outside professional advisors including auditors and financial consultants</li><li>
Provide financial modeling, scenario planning, and strategic analyses</li><li>
Support long-term growth initiatives through financial insight and data-driven recommendations</li></ul>
REQUIRED QUALIFICATIONS<ul><li>
Bachelors Degree or Higher in Accounting, Finance, or Business Administration</li><li>
6&ndash;10 years of progressive accounting and financial management experience</li><li>
Deep knowledge of GAAP and financial reporting standards</li><li>
Experience managing full-cycle accounting operations</li><li>
Wholesale or distribution industry experience, preferably in food/grocery or related industries</li><li>
Proven leadership and management experience</li><li>
Advanced proficiency in ERP systems and Microsoft Excel</li><li>
CPA or CMA certification preferred</li><li>
Bilingual (English &amp; Spanish) preferred</li></ul> 
Equal Opportunity Employer EMD Sales Inc. is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.</div>

Financial Controller

Thames Street Oyster House

<div>Thames Street Oyster House in Fell's Point is seeking to fill a part-time accounts payable / receivable and administrative assistant to join the team! After many, many years this position is becoming available for the first time since opening and we are looking for the right person to join us.
About us: Serving inspired and traditional mid-Atlantic seafood, including Maryland classics and New England favorites, along with a spectacular a la carte raw bar, on the historic Thames Street waterfront. Seasonal menu and daily specialty offerings are accompanied by warm, knowledgeable service in a converted historic row home, in the eclectic Fells Point neighborhood. With outstanding service and food for 15 years running, TSOH is a coveted place to be employed.
This position is onsite, 2 days a week, sometimes 3, and remote candidates will not be considered.
As an AP/AR and Administrative Assistant, you will play an integral role in assisting with the behind the scenes operations of a busy, popular restaurant. AP/AR, office management, and general support and other administrative projects will be your daily tasks. In additional to entering and paying bills, you will keep supplies ordered, help to onboard new employees, track insurance, and some other HR tasks. Payroll will become a responsibility eventually as well. This role will require working with other team members and across departments daily, but the majority of your time and work is self-directed. You must have the ability to work independently with minimal supervision and have the UTMOST integrity, work ethic, and attention to detail. These qualities are essential to who we are and how we operate. Being well written is extremely important as well due to ongoing correspondence representing the business. 
 
Main Job Tasks and Responsibilities<ul><li>
Input, update, and maintain data in QuickBooks ensuring accuracy</li><li>
AP/AR entries and payments including time sensitive liquor invoicing and applicable communications with companies
</li><li>Oversee upkeep of maintenance projects and contracts, such as AED monthly checks, coordinate tradesmen, liquor license renewal, preventative maintenance contracts and scheduling
</li><li>Some supplies and weekly linens inventory, tracking, ordering
</li><li>Other duties as assigned to support the owner and leadership teams
</li><li>Track and enter data for various projects
</li><li>Assist employees with small HR tasks as requested</li><li>
Track health insurance eligibility, enrollments, waivers, and billing with the companies that administrate this
</li></ul>Key Competencies<ul><li>
Superior communications skills, with an emphasis on accuracy and consistency verbally and especially written
</li><li>Strong admin and organizational skills
</li><li>Strong ability to work independently
</li><li>Ability to be resourceful, creative, and to work across functions and levels in a team-oriented organization to &quot;get the job done&quot; in a deadline-driven environment</li><li>
Excellent computer skills and knowledge of Microsoft Products Suite, QuickBooks, and ADP
</li></ul>Compensation will be based on experience and skill set. Please ensure that your resume or cover letter includes your background that aligns with our requirements, and your availability to work onsite is 
 
 
For more information on Thames Street Oyster House, please visit us at www.thamesstreetoysterhouse.com.
Job Type: part-time; Day hours; 16-20 flexible but scheduled, generally 8-9am start Mon or Tues, and Thurs, but can be adjusted when necessary
The work environment is a shared office on the third floor in a busy restaurant environment. All applicants considered for working job trials or employment must submit and pass a pre-employment drug screen which includes medical marijuana. 
 
TSOH is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We are looking for individuals who strive to be the best in their chosen fields to become part of our team.
More detail about Thames Street Oyster House</div>

AP/AR and Admin Assistant

Busy Federal Hill Law Office

Job Summary We are seeking a smart AI/LLM Legal Specialist and Social Media Specialist to support our litigation practice and elevate our digital presence.Skills: Proven experience in AI/LLM use in law practice and social media management with a strong understanding of platform algorithms and best practices. Legal background is a PLUS.Pay: $40.00 per hourPeople with a criminal record are encouraged to applyWork Location: In person

Legal AI and Social Media Specialist

LinQ Services

<div>Description:

Company Overview: LINQ Services provides comprehensive managed mobility services to corporate clients with fleet mobile device needs. LINQ works directly with carriers to help companies with field employees enhance their operational efficiencies, reduce costs, and improve employee satisfaction through superior mobile device management
Job Description:
Join LINQ as a Client Service Specialist II and be a part of a collaborative and client-focused team that aims to exceed expectations and drive positive client experiences at LINQ Services. We are currently growing our support team to serve our clients 24/7 and are looking for experienced call center workers who are comfortable working in a queue and delivering exceptional customer service during overnight shifts to help us achieve this goal.
This is a fully remote position open to individuals eligible to work in the United States of America and Canada. Individuals who are located near our Pittsburgh, PA offices will be given preference.
Our Client Services Specialist II role is our experienced, client focused specialist position. They support our clients through exceptional customer service, maintaining a positive and quality relationship, and providing support through creative problem solving. As a Client Service Specialist II at LINQ, you will be at the forefront of building strong and lasting relationships with our valued clients through email, chat and phone support tickets. Your main responsibility will be to provide exceptional support and assistance, ensuring client satisfaction and loyalty. We are seeking a dedicated and proactive professional who is passionate about delivering outstanding service and understands the importance of client-centricity.
Key Responsibilities:<ul><li>Respond to client e-mail, chat and phone support requests such as questions, status checks, phone activations, phone orders, account suspensions, cancellations, and other concerns.</li><li>Use multiple online systems and support tools to effectively resolve tickets.</li><li>Resolve assigned tickets accurately and in a timely manner.</li><li>Prioritize tickets based on urgency and severity, ensuring the most critical issues are addressed promptly.</li><li>Collaborate with colleagues and escalate appropriate tickets to more advanced agents in a seamless manner when required for the best client experience.</li><li>Meet or exceed Key Performance Indicators for the role such as number of tickets handled and response times</li><li>Complete client bulk action requests as they come in or when they are assigned out by a manager or lead.</li><li>Maintain and stay current with a working knowledge of key processes and procedures of multiple vendor platforms.</li><li>Monitor and assist in team messaging platforms to assist fellow agents with inquiries.</li><li>Stay up to date with Technical and MDM (Mobile Device Management) training courses offered by LINQ.</li><li>Have knowledge of and assist clients with phone migrations.</li><li>Support as appropriate with escalated cases</li><li>Staff after hour support for on-call Holidays as needed.</li></ul>
Compensation:
Hourly Wage: $20.19-22.12 plus an additional shift differential of $2 an hour
This position is eligible for pre-approved overtime and performance based incentives
Available Shifts:
We are currently hiring for the following shifts:
Thursday-Monday: 9:00PM - 6:00AM Eastern time (Tuesday/Wednesdays off)
Requirements:

Required Qualifications-Candidates who do not meet these qualifications will not be considered:<ul><li>
Minimum 1 year of prior call center experience</li><li>
High school diploma, GED or equivalent</li><li>
Reliable, private and secure remote internet with minimum speed requirements of 20Mbps Down/10Mbps Up</li><li>
Dedicated private work location without significant background disruptions</li><li>
Basic skills in use of personal computer and use of Microsoft Office suite (Word, Excel, Outlook).</li><li>
Excellent verbal and written communication skills with a focus on active listening.</li><li>
Strong interpersonal skills, with the ability to build rapport and trust with clients.</li><li>
Problem-solving mindset and the capacity to handle challenging situations with diplomacy.</li><li>
Detail-oriented and highly organized, capable of managing multiple client interactions simultaneously.</li><li>
Customer-centric attitude with a genuine passion for providing top-notch service.</li><li>
Ability to work a flexible work schedule</li></ul>
Preferred Qualifications (Candidates meeting these qualifications will be a best match for the position)<ul><li>
Proficiency in using CRM software</li><li>
Two years of customer service experience.</li><li>
One-year prior experience with mobile or technical products.</li><li>
Prior Experience with Salesforce.</li><li>
Understanding of cellular services and markets.</li><li>
Basic knowledge of mobile devices set-up, usage and backup functions</li></ul></div>

Client Services Specialist II - Overnight Shift

<div><h2 class="jobSectionHeader">What You Will Do:</h2><div><div>
GFT is seeking a Senior Proposal Specialist to join our BD&amp;M team within the MidAtlantic! In this role, you will apply strategic thinking, creative problem-solving, and strong organizational skills to support pursuits for our Transportation, Construction Services, and Buildings &amp; Places teams. The position can be based in Mechanicsburg, Philadelphia, Valley Forge, Towson, and Owings Mills!</div><div></div><div> 
Must have experience with PennDOT, MDOT (SHA, MDTA, MTA), SEPTA, Amtrak, or City of Philadelphia (or similar clients)</div><div></div><div> 
This role blends proposal leadership, capture planning, interview development, and client service&mdash;and offers opportunities to mentor junior staff, contribute to process improvements, and help shape the future of our business development efforts.</div></div><div> 
GFT Shared Service Services team, which includes Human Resources, Legal, Accounting &amp; Finance, IT Services and Marketing &amp; Communications, are essential for managing and supporting the company's global operations. Shared Services are part of a broader strategy to transform the business and improve efficiency. The support of this amazing team of professionals, is the backbone of our ability to deliver infrastructure consulting and design services.</div><div> 
What you&rsquo;ll be challenged to do:</div><div>
The Senior Proposal Specialist manages proposals and presentations, provides capture support, and may assist with client management support. The position supports one or more regional business lines or a global business line.</div><div></div><div><div> 
 In this capacity, the successful candidate will be responsible for the following:</div><div>
The Senior Proposal Specialist will lead the planning, development, and delivery of compelling, compliant, and client-focused proposals, qualifications, and presentations. You will collaborate with technical teams, subject matter experts, and marketing resources to craft materials that win.</div><div>
Capture Planning</div><ul><li>
Lead standard- and strategic-level pursuits, driving capture kick-offs, follow-up meetings, and early positioning discussions.</li><li>
Conduct research into clients, competitors, and markets to inform win themes and pursuit strategies.</li><li>
Draft pre-RFP content to support strategic positioning.</li><li>
Determine resource needs for assigned pursuits.</li><li>
Collaborate with BD leadership to ensure consistent implementation of best practices.</li></ul><div>
Proposal Management</div><ul><li>
Lead complex proposals from initial request to final submission.</li><li>
Analyze SOQs/RFPs to prepare compliance matrices, schedules, and outlines.</li><li>
Facilitate and participate in kick-off meetings, milestone reviews, and client debriefs.</li><li>
Develop client-focused proposal sections including cover letters, executive summaries, personnel bios, project descriptions, firm overviews, and subconsultant qualifications.</li><li>
Edit technical approaches for narrative clarity, structure, and alignment with visual messaging.</li><li>
Partner with graphic designers to develop custom visuals and infographics that reinforce win themes.</li><li>
Coordinate and prepare interview teams, including scheduling, content preparation, and rehearsals.</li><li>
Track all opportunities and deliverables in CRM.</li></ul><div>
Client Service Team Support</div><ul><li>
Support Tier I client management activities in collaboration with BD Client Service Leaders; serve as BD Partner for Tier II/III clients.</li><li>
Conduct client research (contract awards, budgets, press coverage, events) to inform pursuit strategies.</li><li>
Prepare client meeting materials, capabilities briefings, and targeted marketing collateral.</li></ul><div>
BD Data, Processes &amp; Innovation</div><ul><li>
Participate in or lead working groups focused on improving BD systems, processes, and tools.</li><li>
Use approved AI tools for writing, research, and proposal efficiency; collaborate with leadership on new use cases.</li></ul><div>
Collaboration &amp; Mentorship</div><ul><li>
Manage communications, delegate tasks, and monitor progress to ensure deadlines are met.</li><li>
Mentor junior BD staff, providing feedback and coaching to support their professional growth.</li><li>
Foster a collaborative, inclusive team culture that values quality, consistency, and best practices.</li></ul></div><h2 class="jobSectionHeader">
Education | Experience:</h2><div><div>
What you will bring to our firm:</div><ul><li>
Normally a 4-year degree required in English, marketing, journalism, communications, or applicable field is required</li><li>
Must have experience with PennDOT, MDOT (SHA, MDTA, MTA), SEPTA, Amtrak, or City of Philadelphia</li></ul><div>
What we prefer you bring:</div><ul><li>
Minimum of 5 years of combined prior proposal experience is required and preferred in the AEC industry leading, coordinating, planning, and developing proposals and qualifications, including section writing experience.</li><li>
Excellent inter-personal and communication skills</li><li>
Able to work with some degree of independence to execute proposal lifecycle</li><li>
Proficiency in Microsoft Office Suite and CRM tools; experience with Adobe InDesign preferred.</li></ul></div><div>
Compensation:</div><div>
The salary range for this role is $80,000 - $95,000. Salary is dependent upon experience and geographic location.</div><div>
</div><div>
Featured Benefits:</div><ul><li>Remote work environment.</li><li>Comprehensive benefits package including wellness programs, parental leave, and pet insurance, in addition to medical, dental, vision, disability, and life insurance.</li><li>Tax-deferred 401(k) savings plan.</li><li>Competitive paid-time-off (PTO) accrual.</li><li>Tuition reimbursement for continued education.</li><li>Commitment to professional development, access to internal and external training programs, and support of active participation in professional organizations</li><li>Incentive compensation for eligible positions.</li></ul><div></div><h2 class="jobSectionHeader"> 
Company Overview:</h2><div>
At GFT, a privately held AEC firm, we innovate where transportation, water, power, and buildings converge. We call this the Infrastructure of Life. We measure our success by the strength of our relationships &ndash; that&rsquo;s why we&rsquo;re the employer of choice for 5,000+ of the industry&rsquo;s brightest engineers, planners, architects, inspectors, designers, and more. 
 
Our clients choose us for our expertise and prefer us for our nimble approach, creativity, and personal touch. Backed by over a century&rsquo;s experience, together we&rsquo;re building a lasting legacy for future generations: stronger communities, a healthier planet, and better lives. GFT: Ingenuity That Shapes Lives&trade;</div><div></div><div> 
GFT is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veterans&rsquo; status or other characteristics protected by law.</div><div></div><div> 
Unsolicited resumes from third party agencies will be considered the property GFT.</div><div> 
Location: Mechanicsburg ; Philadelphia ; Valley Forge ; Towson ; Owings Mills</div><div>
Working Hours: 8 AM &ndash; 5 PM 
Employment Status: Full-time - Remote 
Salary Range:$80,000 - $95,000 
Salary dependent upon experience and geographic location</div><div></div><div> 
GFT does require the successful completion of a criminal background check for all advertised positions.</div><div>
#LI-TM1</div><div>
#LI-Remote</div></div>

Senior Proposal Specialist - Transportation/Construction Services

ForgeOS

<div>
 
 
 
 
 
 
 The ForgeOS team is growing! We are in need of a Customer Onboarding Specialist. This full-time, fully remote role is a great fit for polished, customer-facing professionals who thrive on consistency, detailed operational process, creating and executing training sessions with new customers and proposing solutions when gaps are identified. Ideal candidates have two or more years' experience in a role onboarding new customers to a SaaS or technology environment. Knowledge of the telecom, IT channel, or technology services distributor (TSD) industry is a plus.
 
 
 
 
 
 
 
 
 
 
 
 
 At ForgeOS, our mission is to develop and deliver the technology, tools, talent, and insight required to make a demonstrable positive impact on the bottom line for telecom partners and their customers. With over 50 years of collective technology, partner channel, and industry experience, ForgeOS delivers automation and expertise designed to unravel the complexity of the telecom market. Check us out at https://forgeos.co/about
 
 
 
 
 
 
 
 
 ForgeOS offers a great benefits package including:
 
 
 
 
 
 <ul>
 <li>
 
 
 
 
 
 4 weeks of PTO
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 10 paid company holidays plus an extra day of PTO to use on your birthday
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Parental Leave
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Professional development budget
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 401(k)
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 Tuition reimbursement
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 &nbsp;&hellip;and many more benefits are available at ForgeOS &ndash; apply today to see what working for an industry disrupter can do for your career.
 
 
 
 
 
 
 
 
 The starting pay rate/range at time of hire for this position is
 
 $28.85 to $33.65 per hour&nbsp;
 
 depending on skills and experience. The rate/range provided herein is the anticipated pay at the time of hire, and does not reflect future job opportunity. This position is qualified for benefits, which include health, vision, and dental insurance offerings, paid time off, and retirement plan.
 
 
 
 
 
 
 
 
 
 
 
 
 JOB TITLE: Customer Onboarding Specialist
 
 
 
 
 
 
 
 
 
 
 
 
 REPORTS TO:
 
 
 
 
 
 Director of Revenue Operations
 
 
 
 
 
 
 
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 JOB SUMMARY
 
 
 
 
 
 
 
 :
 
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 
 This is an operational role responsible for the administrative coordination, logistics, and training delivery within the partner onboarding experience for new Technology Advisor (TA) partners joining the ForgeOS platform. The Customer Onboarding Specialist manages onboarding workflows, delivers training sessions, coordinates credential collection and system access, and maintains onboarding tracking systems in support of the Sales-led partner relationship.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Additional responsibilities include building self-service onboarding and training resources that ForgeOS currently lacks such as training videos, quick-reference guides, help documentation, and other knowledge resources that reduce recurring partner support volume and free director-level capacity for high-value service delivery.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 ESSENTIAL DUTIES AND RESPONSIBILITIES
 
 
 
 
 
 
 
 :
 
 
 
 
 &nbsp;
 
 
 
 
 <ul>
 <li>
 
 
 
 
 Coordinate the operational onboarding workflow from signed agreement through platform activation, including folder and legal document setup, onboarding tracker updates, email distribution access requests, software access provisioning, and credential collection follow-up
 
 
 
 
 </li>
 <li>
 
 
 
 
 Coordinate and deliver structured training sessions across five modules (Pre-Sales, Order Management, Commissions, Integrated Supplier, and Data Reveal), adapting content based on partner plan tier (Pro vs. Premium)
 
 
 
 
 </li>
 <li>
 
 
 
 
 Maintain daily accuracy of onboarding tracking systems ensuring leadership and directors have a current view of partner status without ad-hoc requests
 
 
 
 
 </li>
 <li>
 
 
 
 
 Triage routine partner questions and resolve them directly or route to the appropriate functional owner (Commissions, Data Migration, Pre-Sales, Order Management)
 
 
 
 
 </li>
 <li>
 
 
 
 
 Prepare kickoff call materials including partner-specific deck customization, and draft post-kickoff summary emails and action plans for review and distribution
 
 
 
 
 </li>
 <li>
 
 
 
 
 Log all partner interactions the same day per guidelines, ensuring a follow-up email is sent for any communication that did not occur over email
 
 
 
 
 </li>
 <li>
 
 
 
 
 Publish a weekly onboarding status digest to leadership and functional owners covering new partner activations, kickoff and training completion status, blockers, and escalations needed
 
 
 
 
 </li>
 <li>
 
 
 
 
 Create self-service onboarding and training assets: training videos, how-to guides, quick-reference documents, and FAQ content by converting recurring partner questions and training content into reusable resources
 
 
 
 
 </li>
 <li>
 
 
 
 
 Send post-training follow-up communications with session recordings, resource links, and key reminders to reinforce retention between training sessions
 
 
 
 
 </li>
 <li>
 
 
 
 
 Maintain a running list of repeat partner questions and use it to prioritize new onboarding and training content that reduces future support volume
 
 
 
 
 </li>
 <li>
 
 
 
 
 Escalate relationship-level or expectation-setting issues to the Partner Success Manager and escalate department-level operational issues to Directors in bi-weekly batches
 
 
 
 
 </li>
 <li>
 
 
 
 
 Coordinate scheduling and preparation across internal teams (Revenue Operations, Data Migration, Commissions) to ensure kickoff and training dependencies are met without delays
 
 
 
 
 </li>
 <li>
 
 
 
 
 Other Duties: Ad-hoc training sessions as needed based on partner requests or identified knowledge gaps and special projects as assigned.
 
 
 
 
 </li>
 </ul>
 
 
 
 &nbsp;
 
 
 
 
 
 
 
 
 
 
 
 EDUCATION, EXPERIENCE AND SKILLS
 
 
 
 
 
 
 
 :
 
 
 
 &nbsp;
 
 
 
 <ul>
 <li>
 
 
 
 
 2+ years of experience in customer onboarding, implementation, or training delivery in a SaaS or technology environment is required
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience in the telecom, IT channel, or technology services distributor (TSD) industry is a plus
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience creating training content such as training videos, help articles, knowledge base documentation, or how-to guides is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Experience with HubSpot or Jira is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Bachelor's degree in business, communications, or a related field and/or equivalent work experience is preferred
 
 
 
 
 </li>
 <li>
 
 
 
 
 Familiarity with commission structures, order management workflows, or data migration processes is a plus
 
 
 
 
 </li>
 <li>
 
 
 
 
 Demonstrated ability to manage multiple concurrent workflows with competing timelines and dependencies
 
 
 
 
 </li>
 <li>
 
 
 
 
 Strong written communication skills, including the ability to draft clear follow-up emails, process documentation, and partner-facing resources
 
 
 
 
 </li>
 <li>
 
 
 
 
 Proficiency in Microsoft Office suite, particularly Excel and SharePoint
 
 
 
 
 </li>
 <li>
 
 
 
 
 Highly organized and detail-oriented, with the ability to manage granular onboarding details across multiple partners without losing grasp of the higher-level timeline
 
 
 
 
 </li>
 <li>
 
 
 
 
 Articulate and confident methods of communicating both written and orally, including comfort presenting and leading training sessions via video call for external partners
 
 
 
 
 </li>
 <li>
 
 
 
 
 Ability to work cross-functionally and coordinate across teams without direct authority
 
 
 
 
 </li>
 <li>
 
 
 
 
 Must be authorized to work in the United States for any employer
 
 
 
 
 </li>
 <li>
 
 
 
 
 Must be able to read, write, speak and effectively communicate using proficient English
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 Equal Employment Opportunity Policy
 
 
 
 
 
 
 
 
 
 
 
 
 
 ForgeOS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 
 
 
 
 
 
 
 &nbsp;
</div>

Customer Onboarding Specialist

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