client onboarding specialist

Jitasa

Company: JitasaJob Title: Onboarding SpecialistLocation: Boise, IDEmployment Status: Full TimeOnboarding SpecialistAbout UsJitasa is the first and largest international accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Our name, Jitasa (ji-tah-suh), means &ldquo;The Spirit of Serving Others.&rdquo; It&rsquo;s who we are and why we love playing a small role in the great work of our clients. We're accountants with two passions, numbers and helping the non-profit community.Why Join Our Team?We know that you have many employment opportunities, however few can match the unique and rewarding career that Jitasa offers. Join our team and we are committed to providing you the following:Clear Career Development &amp; Opportunity &ndash; We love to promote from within.Culture, Comradery, &amp; Community &ndash; We believe that work can and should be fun. We also share the same passion to help nonprofits do what they do best and that is what unites us.Mission-Driven Values, Meaningful Work &ndash; We truly believe in our core values &ndash; Conscientious, Gracious, and Discipline &ndash; and they are what guide us as a company.Work/Life Harmony &ndash; We are proud to offer flexible work schedules when needed.Global Team Experience &ndash; We work closely with our international team members who all share our same passion for helping nonprofits.Job DescriptionWe're now hiring an Onboarding Specialist to help support our growing team. The primary role of this position is to lead and direct the onboarding of new clients into the Jitasa delivery system. The responsibilities of this role include:Effectively communicate onboarding expectations and timelines with clients and co-workersImplement best practice policies, procedures, and processes to be executed by the delivery teamsConfigure internal and external systems as necessarySupport and train new clients on the adoption of Jitasa systems and processesAnalyze and architect the accounting structure of new clients to conform to the unified chart of accountsEnsure all new clients are seamlessly transitioned to the delivery teamsAbove all, provide a superior client experience to new organizations that join Jitasa!If you're hard-working, have a proven ability to work independently, and passionate about serving non-profits, Jitasa is a perfect match that offers a career with both purpose and opportunity.Skills / Qualifications1. Education: A Bachelor&rsquo;s degree in accounting or finance is required.2. Work Experience: Typically 2-3 years of relevant, hands-on accounting experience.Candidates should have experience:Managing multiple projects with competing priorities and deadlinesSetting clear expectations and timelinesNavigating and understanding ambiguous situationsAdapting to multiple scenariosIndependently solving complex situationsDirecting and delegating tasks to others3. Skills:Candidates must possess a high level of general accounting knowledge and bookkeeping skillsCandidates must possess a high level of knowledge of NFP accounting principlesCandidates must possess excellent client communication skills and the ability to maintain a positive client relationshipCandidates must possess excellent communication skills internally with team members and demonstrate the ability to explaincomplex things simplyCandidates must have a high proficiency in client management as well as project management. They must demonstrate the ability to manage multiple clients and projects to successful completion on timeCandidates must demonstrate good leadership skills and the ability to achieve resultsCandidates must possess proficient conflict resolution skillsCandidates should be willing to collaborate and work effectively with others, both internally and externally in order to achieve goals.Candidates should show initiative and follow through; and demonstrate that they&rsquo;re highly motivated, a self-learner, and able to work independently4. Technical Competencies:Highly Skilled in Microsoft ExcelHighly Skilled in MavenlinkHighly Skilled at email management via Microsoft Outlook<ul><li>Highly Skilled at learning and supporting new technologies and systems</li><li>Highly Skilled at time management and coordinating schedules</li></ul>Compensation and Benefits1. Compensation$70,000 - $80,000 base salary DOE2. Benefits &amp; PerksMedical, Dental, and Vision insurancePaid Sabbatical after 5 years of serviceGenerous Paid Time Off policy based on years of tenure40 hours of Paid VTO (Volunteer Time Off) per year401k plan with employer contribution matchCasual dress code and a fun and relaxed office cultureJob Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Accounting: 1 year (Required)</li><li>Client Onboarding: 1 year (Required)</li></ul>Work Location: Remote

Client Onboarding Specialist

Tech Legion

<div>Tech Legion
Technical Onboarding Specialist
Full-Time | $55,000/year | On-Site
ABOUT THE ROLE
Tech Legion, a managed service provider, is hiring a Technical Onboarding Specialist to own the execution of our client onboarding process. This is a hands-on role responsible for transitioning new clients from signed agreement to fully supported, managed environment within a defined timetable, conduct on-site discovery visits, deploy our management and security tooling, document the environment, and formally hand off the client to our Service Desk. The Specialist will work directly with clients, Sales, and internal technical teams throughout the process.
This role is a strong fit for someone with an MSP or IT services background, is comfortable working independently in unfamiliar environments, following a structured process, and closing work cleanly.
COMPENSATION AND BENEFITS<ul><li>
$55,000 annual salary</li><li>
Medical, dental, and vision insurance</li><li>
401(k) retirement plan</li><li>
Flexible PTO</li><li>
Great work environment</li><li>
Training and education</li><li>
Advancement opportunities</li></ul>
MINIMUM REQUIREMENTS<ul><li>
2+ years of hands-on experience in an IT support or systems role</li><li>
Demonstrated experience deploying and troubleshooting software across Windows endpoints in a business environment</li><li>
Working knowledge of Microsoft 365 administration, including user management and basic tenant navigation</li><li>
Familiarity with Active Directory or Entra ID in a domain-joined or hybrid environment</li><li>
Experience with remote access and remote support tools</li><li>
Comfortable working independently on client sites and managing your own schedule during onboarding windows</li><li>
Strong written communication skills for technical documentation</li><li>
Reliable transportation for on-site client visits</li></ul>
TECHNICAL SKILLS
Required<ul><li>
Microsoft 365:User and license administration, Exchange Online basics, and M365 admin portal navigation</li><li>
Windows Endpoints:Software installation, agent deployment, and troubleshooting common connectivity issues across Windows environments</li><li>
Active Directory / Entra ID:Domain environments, user accounts, group policy awareness, and hybrid identity concepts</li><li>
Networking Fundamentals:Ability to identify and document firewall make/model, ISP information, and basic network layout during on-site visits</li><li>
Backup Concepts:Understanding of backup principles, RTO/RPO concepts, and ability to confirm whether backup coverage exists</li><li>
PowerShell:Comfort running existing scripts for software deployment; writing scripts from scratch is not required</li><li>
Documentation:Ability to produce clear, structured technical notes that a support technician can act on without additional context</li></ul>
Preferred (Not Required)<ul><li>
NinjaOne/NinjaRMM:Prior experience deploying or managing endpoints throughNinjaOneis a strong plus</li><li>
MSP Experience:Any prior work at a managed service provider, including help desk, onboarding, or field technician roles</li><li>
Microsoft Intune:Exposure to Intune for device enrollment, policy deployment, or MDM management</li></ul>
WHAT YOU WILL OWN<ul><li>
Coordinating with Sales before client-facing work begins to understand what was sold and what the client expects</li><li>
Leading the initial client kickoff meeting to confirm scope, access requirements, and the onboarding timeline</li><li>
Conducting on-site discovery visits to document the environment: identity platform, servers, network hardware, security tools, backup presence, and key vendors</li><li>
DeployingNinjaRMMagents, Sophos endpoint security, and Veeam backup to in-scope endpoints and servers</li><li>
Preparing Microsoft Intune for device management where client licensing supports it</li><li>
Verifying all deployed tools are reporting and functional before documentation begins</li><li>
Building out the client documentation library with structured asset data, vendor contacts, access ownership, and an onboarding summary</li><li>
Handing off completed onboarding engagements to the Service Desk with full documentation and updated ticket routing</li></ul>
WHAT WE ARE LOOKING FOR
Beyond the technical baseline, the candidates who tend to succeed in this role share a few common traits:<ul><li>
They follow a defined process without needing to reinvent it on every engagement</li><li>
They know when to document something and move on versus when to escalate</li><li>
They communicate clearly with clients who are not technical and with engineers who are</li><li>
They close work cleanly rather than leaving loose ends for the next person to find</li><li>
They are comfortable showing up to an unfamiliar environment and figuring out what is there</li></ul></div>

Technical Client Onboarding Specialist

Trucordia

<div>
 1 Source Business Solutions, a leading provider of outsourced HR services, is a fast-growing PEO (HR) company seeking an experienced Receptionist/Administrative Assistant who has exceptional customer service skills. We are looking for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must be a leader, capable of setting the stage and giving direction, while also being a team player who works well with others. The ideal candidate will be a self-starter eager to learn and grow with us.
 
 
 This is a full-time position with benefits available and offers an excellent opportunity to join a company that values professional development and growth.
 
 
 
 Job Description
 
 
 
 
 Key Responsibilities
 
 
 
 Client &amp; Employee Experience
 
 
 <ul>
 <li>
 Serve as a first point of contact for clients, employees, and visitors via phone, email, and in person
 </li>
 <li>
 Provide professional, timely, and courteous support to client and employee inquiries
 </li>
 <li>
 Build and maintain positive relationships by delivering a high level of service and responsiveness
 </li>
 <li>
 Assist clients and employees with general questions related to onboarding, payroll processes, and documentation
 
 
 </li>
 </ul>
 New Hire Onboarding &amp; Compliance
 
 
 <ul>
 <li>
 Coordinate and manage new hire onboarding processes, ensuring timely completion of all required documentation
 </li>
 <li>
 Assist employees with completion of I-9, W-4, and other federal, state, and company-specific forms
 </li>
 <li>
 Verify documentation for accuracy and completeness in compliance with federal and state regulations
 </li>
 <li>
 Enter and maintain new hire data within payroll and HR systems
 </li>
 <li>
 Track onboarding status and follow up as needed to ensure deadlines are met
 
 
 </li>
 </ul>
 Administrative &amp; Front Office Support
 
 
 <ul>
 <li>
 Manage front desk operations, including greeting visitors and directing inquiries appropriately
 </li>
 <li>
 Maintain organized electronic and physical records with strict attention to confidentiality
 </li>
 <li>
 Assist with general administrative tasks such as document preparation, scanning, filing, and data entry
 </li>
 <li>
 Support internal teams with onboarding-related coordination and communication
 
 
 </li>
 </ul>
 Process Improvement &amp; Collaboration
 
 
 <ul>
 <li>
 Identify opportunities to improve onboarding workflows and client experience
 </li>
 <li>
 Collaborate with internal departments to ensure seamless service delivery
 </li>
 <li>
 Maintain up-to-date knowledge of onboarding requirements, policies, and procedures
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 High school diploma or equivalent
 </li>
 <li>
 Strong customer service and interpersonal skills
 </li>
 <li>
 Excellent attention to detail and organizational skills
 </li>
 <li>
 Ability to handle sensitive and confidential information with discretion
 </li>
 <li>
 Proficiency in basic office software (email, word processing, spreadsheets)
 </li>
 <li>
 Strong written and verbal communication skills
 
 
 </li>
 </ul>
 
 Additional Information
 
 
 
 
 Please see our company Benefits:
 
 
 
 <ul>
 <li>
 401(k)
 </li>
 <li>
 401(k) matching
 </li>
 <li>
 Dental insurance
 </li>
 <li>
 Flexible spending account
 </li>
 <li>
 Health insurance
 </li>
 <li>
 Life insurance
 </li>
 <li>
 Paid time off
 </li>
 <li>
 Retirement plan
 </li>
 <li>
 Vision insurance
 
 
 </li>
 </ul>
 Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
</div>

Client Experience & Onboarding Specialist

Taraki

<div>
 Our client
 
 Blink Co
 
 is looking for
 
 Onboarding Specialist
 
 in
 
 Karachi.
 
 
 
 
 Job Description
 
 
 
 
 Job Type:
 
 Full-Time | Hybrid | Karachi
 
 
 
 Who We're Looking For
 
 
 
 The ideal
 
 Onboarding Specialist
 
 at Blink is someone who has:
 
 
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor's degree in Business, Communications, or a related discipline with a focus on client-facing roles
 </li>
 <li>
 Basic understanding of onboarding processes, client lifecycle, and customer success practices
 </li>
 <li>
 Strong communication and interpersonal skills
 </li>
 <li>
 Ability to explain product features and workflows in a clear and simple manner
 </li>
 <li>
 Good organizational and time management skills
 </li>
 <li>
 Problem-solving mindset with attention to detail
 </li>
 <li>
 Confidence in handling client interactions professionally
 </li>
 <li>
 Familiarity with CRM tools and basic system configurations is a plus
 </li>
 <li>
 Ability to coordinate with multiple teams and manage tasks efficiently
 </li>
 <li>
 Willingness to learn new systems, products, and processes
 </li>
 <li>
 Experience required 1 to 2 years
 
 
 
 </li>
 </ul>
 
 In This Role, You'll Get To:
 
 
 
 <ul>
 <li>
 Manage end-to-end client onboarding processes ensuring a smooth transition
 </li>
 <li>
 Coordinate with clients to gather requirements and set up accounts accordingly
 </li>
 <li>
 Provide product training sessions to clients and their teams
 </li>
 <li>
 Guide clients on system usage, features, and best practices
 </li>
 <li>
 Act as the primary point of contact during the onboarding phase
 </li>
 <li>
 Collaborate with internal teams (technical, support, operations) for seamless onboarding
 </li>
 <li>
 Ensure all onboarding milestones are completed within timelines
 </li>
 <li>
 Address client queries and resolve issues during the onboarding stage
 </li>
 <li>
 Maintain onboarding documentation and provide regular status updates
 </li>
 <li>
 Ensure a successful handover to support or account management teams after onboarding completion
 
 </li>
 </ul>
</div>

Onboarding Specialist - Blink Co

Prime System Solutions

<div>
 We are seeking a detail-oriented and technically strong
 
 MSP Onboarding Specialist
 
 to support the conversion of clients from legacy managed service plans to new, standardized service offerings. This role involves both
 
 documentation enhancements
 
 and
 
 tool rollout
 
 , including security platform deployment, workstation build process updates, and onboarding/offboarding checklist improvements.
 
 
 The specialist will work closely with internal teams, project managers, and client stakeholders to ensure a smooth transition with no disruption to client operations.
 
 
 
 Responsibilities
 
 
 
 
 Client Interaction &amp; Communication
 
 
 
 <ul>
 <li>
 Communicate regularly with internal teams, project managers, onboarding leads, and client contacts to ensure smooth updates, clarity, and alignment
 </li>
 <li>
 Participate in internal handoff meetings to ensure service desk readiness and support continuity
 </li>
 <li>
 Collaborate with new IT providers during client transitions to support a seamless offboarding experience
 
 
 </li>
 </ul>
 
 Technical Assessment &amp; Documentation
 
 
 
 <ul>
 <li>
 Use diagnostic and discovery tools to evaluate client environments and document infrastructure, security posture, and operational workflows
 </li>
 <li>
 Update and maintain standardized documentation including:
 </li>
 <ul>
 <li>
 Workstation build checklists
 </li>
 <li>
 Employee onboarding/offboarding checklists
 </li>
 <li>
 Configuration documentation for managed services tools
 </li>
 </ul>
 <li>
 Identify service gaps between legacy and target managed services plans
 
 
 </li>
 </ul>
 
 Tool Deployment &amp; Configuration
 
 
 
 <ul>
 <li>
 Deploy and configure common managed services tools, including:
 </li>
 <ul>
 <li>
 Endpoint Detection &amp; Response (EDR)
 </li>
 <li>
 SOC/SIEM platforms
 </li>
 <li>
 Web and DNS protection
 </li>
 <li>
 Monitoring and diagnostic tools
 </li>
 <li>
 Backup agents and software
 </li>
 </ul>
 <li>
 Install and configure tools such as:
 </li>
 <ul>
 <li>
 Microsoft 365
 </li>
 <li>
 Microsoft Defender
 </li>
 <li>
 Mimecast
 </li>
 <li>
 RMM tools (Datto RMM, Kaseya VSA)
 </li>
 <li>
 ConnectWise PSA
 </li>
 <li>
 Other MSP, helpdesk, and security tools
 
 
 </li>
 </ul>
 </ul>
 
 Operations &amp; Support
 
 
 
 <ul>
 <li>
 Manage individual and team service/project tickets with timely updates
 </li>
 <li>
 Coordinate with vendors on behalf of customers to resolve technical issues
 </li>
 <li>
 Ensure all deployed tools and changes maintain client productivity and operational integrity
 
 
 </li>
 </ul>
 
 Technical Skills
 
 
 
 
 Knowledge, Skills &amp; Abilities
 
 
 
 <ul>
 <li>
 Strong understanding of Microsoft 365 services, Azure AD/Entra ID, DNS, and Group Policy
 </li>
 <li>
 Proficiency with:
 </li>
 <ul>
 <li>
 ConnectWise PSA
 </li>
 <li>
 RMM platforms (Datto, Kaseya)
 </li>
 <li>
 Security tools (Microsoft Defender, Mimecast, EDR tools)
 </li>
 </ul>
 <li>
 Basic knowledge of networking, servers, wireless, and firewall technologies
 </li>
 <li>
 Experience with virtualization:
 </li>
 <ul>
 <li>
 VMware, Hyper‑V, AWS, Azure
 
 
 </li>
 </ul>
 </ul>
 
 Professional &amp; Communication Skills
 
 
 
 <ul>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 Strong attention to detail and organizational ability
 </li>
 <li>
 Effective time management and ability to handle multiple priorities
 </li>
 <li>
 Collaborative team player able to work cross-functionally
 </li>
 <li>
 Proactive problem-solver with continuous improvement mindset
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 Required
 
 
 
 <ul>
 <li>
 Minimum 1 year of experience working in an MSP (Managed Service Provider) environment
 </li>
 <li>
 Hands-on experience with:
 </li>
 <ul>
 <li>
 Email security and threat protection
 </li>
 <li>
 MFA tools
 </li>
 <li>
 MDM solutions
 </li>
 <li>
 SIEM/SOC sensors
 </li>
 <li>
 Antivirus/EDR deployment
 </li>
 </ul>
 <li>
 Experience in RMM platforms such as Kaseya VSA and Datto RMM
 </li>
 <li>
 Demonstrated ability to implement Microsoft Defender email security
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Experience with:
 </li>
 <ul>
 <li>
 Dark Web Monitoring tools (e.g., ID Agent)
 </li>
 <li>
 Cisco Umbrella (Web and DNS protection)
 </li>
 <li>
 DUO MFA
 </li>
 <li>
 SentinelOne EDR
 </li>
 </ul>
 <li>
 Experience participating in service plan transitions or client migrations
 </li>
 </ul>
</div>

MSP Onboarding Specialist

INNERGY

<div>
 INNERGY is transforming the woodworking industry with purpose built, cloud based ERP software designed exclusively for custom manufacturers. Our platform helps businesses operate smarter, faster, and more efficiently while seamlessly connecting design, production, and delivery for teams creating architectural millwork, cabinetry, and casework.
 
 
 What truly sets INNERGY apart is our people. Founded in 2016, we are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real world problems. We value collaboration, creativity, and ownership, and we are intentional about building not only powerful products, but also a culture where people feel supported, heard, and inspired to do their best work.
 
 
 With strong momentum and the recent acquisition of Microvellum, a trusted leader in design to manufacturing solutions for the woodworking industry, INNERGY is entering an exciting new phase of growth. This combination expands our capabilities, deepens our industry impact, and accelerates our vision of delivering a truly connected, end to end platform for custom manufacturers.
 
 
 As we scale thoughtfully and bring together top talent and new perspectives, this is a unique opportunity to join a company where your work will have visible impact, your ideas will help shape decisions, and your contributions will play a meaningful role in defining the future of a fast evolving product, team, and industry.
 
 
 
 Job Description
 
 
 
 In this role, you will guide clients through our structured onboarding process, ensuring they adopt INNERGY effectively and achieve measurable business value early in their journey.
 
 
 
 Key Responsibilities:
 
 
 
 <ul>
 <li>
 Client Onboarding: Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals.
 </li>
 <li>
 Education &amp; Enablement: Support client education by integrating learning opportunities into onboarding and collaborating with the Content Creation team to prioritize and request the training resources clients need most.
 </li>
 <li>
 Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early.
 </li>
 <li>
 Client Motivation: Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices.
 </li>
 <li>
 Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.
 </li>
 <li>
 Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track.
 </li>
 <li>
 Feedback Loop: Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Experience in onboarding, client success, or related roles, preferably within Microvellum architectural millwork industry, or manufacturing.
 </li>
 <li>
 Strong communication skills with the ability to explain complex concepts clearly.
 </li>
 <li>
 Excellent organizational and time-management skills.
 </li>
 <li>
 Ability to analyze data and use insights to manage progress and risks.
 </li>
 <li>
 Skilled at motivating and guiding clients toward successful outcomes.
 </li>
 <li>
 Experience collaborating with content or training teams to prioritize and influence resource development.
 </li>
 <li>
 Problem-solving mindset with adaptability to client needs and challenges.
 </li>
 <li>
 Travel up to 10%
 
 
 </li>
 </ul>
 
 Additional Information
 
 
 
 
 Accessibility &amp; Work Environment
 
 
 
 INNERGY is committed to providing an inclusive and accessible work environment. We support reasonable workplace adjustments for individuals with disability in accordance with applicable Australian laws. If you require adjustments during the recruitment process or in your role, please let us know.
 
 
 This role is primarily computer-based and may involve extended screen time and regular communication through digital channels. Work may be performed in a remote or office-based environment, depending on role and location. INNERGY is committed to supporting employee wellbeing, flexibility, and a safe working environment across all regions.
 
 
 
 Equal Opportunity Employer
 
 
 
 INNERGY is an Equal Opportunity Employer and values diversity at all levels. We are committed to fostering a work environment free from discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, pregnancy, gender identity or expression, national origin, disability status, veteran status, or any other characteristic protected by applicable law.
 
 
 
 Location Eligibility Notice
 
 
 
 This is a U.S.-based remote role. Due to current regulatory requirements, we are only able to consider candidates who reside in U.S. states that do
 
 not
 
 mandate salary disclosure in job postings.
 
 
 Eligible states include, but are not limited to:
 
 Texas, Florida, Missouri, Arizona, Indiana, North Carolina, and Wisconsin.
 
 
 
 At this time, candidates residing in
 
 California, Colorado, New York, Illinois, Washington
 
 , or other states with active pay transparency requirements are not eligible for consideration.
</div>

Onboarding Specialist

GreenSlate LLC

<div><h1 class="jobSectionHeader">JOB BRIEF</h1>
At GreenSlate, we make our clients&rsquo; needs a priority, knowing that our customer service sets us apart from our competitors. We&rsquo;re looking for an outgoing individual with a passion for technology and desire to provide an exceptional level of service to join our growing support team. As the technical onboarding specialist, you&rsquo;ll be responsible for project setup and training of clients while providing them with a friendly, positive and knowledgeable experience. The goal is to ensure that all users of the company software have the information and tools they need, and the knowledge to use it. This role is remote within the United States.<h1 class="jobSectionHeader">
WHO WE ARE</h1>
GreenSlate is the fastest-growing provider of technology and business solutions for media productions. We provide the most advanced technology for production accounting and entertainment payroll. Our innovative cloud-based platform is evolving the entertainment industry&rsquo;s back-office by replacing inefficient paper-based processes with digital solutions. The studios, film franchises, independent producers, and content creators we serve benefit from greater efficiencies, better access to data, and cost savings, and they minimize their impact on the environment. GreenSlate offers a full range of payroll, software application, production accounting, tax credit management, ACA compliance &amp; benefits, production insurance, and consulting services. To learn more about the productions we partner with, please visit greenslate.com.<h1 class="jobSectionHeader">
WHAT WE EXPECT FROM YOU</h1><ul><li>
Complete complex/studio software project setups and modifications as required by the client</li><li>
Answer incoming support calls and emails</li><li>
Utilize Asana checklists and follow protocols for each project setup</li><li>
Transfer/escalate issues to other team members as required</li><li>
Utilize Intercom ticketing system to manage client requests</li><li>
Submit software development requests and bugs to development on behalf of users</li><li>
Training and providing ongoing support to new Implementation Specialists to assist with setups</li><li>
Assist with planning and coordinating user communications as necessary</li><li>
Assisting Technical Account Management with meeting with clients to ensure their setups are enabled correctly</li><li>
Assist Digital Project Manager with meeting with clients to maintain the company&rsquo;s projects like audits and checklists</li></ul><h2 class="jobSectionHeader">
WHO YOU ARE</h2><ul><li>
Bachelor's degree</li><li>
Customer Service: 3+ years</li><li>
Software implementation/Project Onboarding: 1+ years</li><li>
The ability to deal with high volumes and work under pressure</li><li>
The ability to hold oneself accountable for completing their own tasks correctly</li><li>
Self monitoring, self aware and self correcting</li><li>
A desire to find the solution, not just finish the task</li><li>
Enthusiastic attitude about providing superior customer service</li><li>
Excitement to learn the ins and outs of GreenSlate software platforms</li><li>
Experience supporting accounting or other business operations software</li><li>
Knowledge of production workflows and accounting basics is a plus!</li><li>
Excellent listening and communications skills</li><li>
Extremely focused and detail oriented</li></ul><h1 class="jobSectionHeader">
WHAT YOU CAN EXPECT FROM US</h1><ul><li>
Compensation that reflects your value: Competitive salary packages tailored to your experience with opportunities for regular reviews and raises</li><li>
Comprehensive Benefits: Benefits that go beyond the basics, including a matching 401(k), Employee Assistance Program/mental health support, accident insurance, wellness discounts and perks through the Holisticly platform</li><li>
Full-Time Remote Flexibility: Enjoy working remotely with all the tools and support needed to stay connected and productive</li><li>
Impactful Work: Be part of projects that make a difference in the entertainment industry, with a direct influence on shaping our future and making tangible change</li><li>
A Thriving, Collaborative Culture: Join a team that values open communication and creativity. Quality, Urgency, Innovation, Service and Collaboration drive everything we do</li></ul><h1 class="jobSectionHeader">
SALARY RANGE:</h1>
$60,000-$72,000
The physical demands that are described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to hear and see. The employee is regularly required to stand and sit/ The employee is regularly required to practice manual dexterity sufficient to operate standard office equipment. Specific vision abilities required by this job include close vision and distant vision. While performing the duties of this job, the employee is exposed to standard office equipment. Occasionally called upon to work hours in excess of the normal daily schedule. The employee may need the ability to lift up to 50 pounds.
GreenSlate is an equal opportunity employer and committed to providing equal employment opportunity to all applicants and team members regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, handicap, veteran status, marital status, criminal history, or any other category protected by applicable federal and state law. GreenSlate makes reasonable accommodations for handicapped and disabled team members.
At GreenSlate, we take steps to ensure our customers and applicants remain safe from online fraud and scams. We never ask for credit card numbers, credit reports, or other sensitive information as part of our application process, and we do not require applicants to purchase training or pay a fee. We encourage applicants to do research before engaging in any transaction and never give out their credit card or bank account information to any unknown parties.
GreenSlate is an E-Verify employer. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States
3f4bVOPCiF</div>

Implementation Specialist II

Search 10000+ Client onboarding specialist jobs near you this April. New roles added regularly across leading industries. Apply today.