Onboarding Specialist -Business Execution Consultant 2 - Contingent 170636 FUNC

Ihire - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

10,001+ employees

Administrative and Support Services

About the position

The Sales Onboarding and Customer Setup Coordinator is responsible for managing the client onboarding process, supporting the Sales team, and coordinating with various stakeholders to ensure a smooth setup for new clients. This role involves overseeing the end-to-end onboarding process, including document collection, account opening, and configuration, while acting as the central point of contact for all onboarding matters.

Responsibilities

• Manage client onboarding and support the Sales team.
• Coordinate with various stakeholders to ensure a smooth client setup process.
• Manage the end-to-end client onboarding process, including document collection, account opening, and configuration.
• Collaborate with the Sales team to manage the pipeline of onboarding clients and establish priorities.
• Provide regular status updates to clients, Sales, Negotiation, and Operations teams.
• Submit and track requests for account opening and new client onboarding.
• Act as the central point of contact for all onboarding matters, driving execution and providing required documents.
• Coordinate with the Negotiation Team to ensure all necessary documentation is in place.
• Work closely with Operations to ensure timely account opening and resolution of any onboarding issues.

Requirements

• Excellent verbal, written, and interpersonal communication skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Experience in client onboarding, project management, and data management.
• Strong communication skills to interact with Sales, clients, and various teams.
• Ability to manage multiple tasks and ensure timely completion of client setups.
• Advanced Excel skills for tracking and reporting on onboarding status.

Benefits

• Medical & pharmacy coverage
• Dental/vision insurance
• 401(k)
• Health saving account (HSA)
• Flexible spending account (FSA)
• Life Insurance
• Pet Insurance
• Short term and Long term Disability
• Accident & Critical illness coverage
• Pre-paid legal & ID theft protection
• Sick time
• Employee Assistance Program (EAP)