Altruist - Dallas, TX
posted 4 months ago
Altruist is seeking a highly experienced Onboarding Specialist dedicated to ensuring a seamless transition to Altruist brokerage for enterprise-level firms. This role is crucial in driving high satisfaction, adoption, and retention among clients. The Onboarding Specialist will serve as the subject matter expert on Altruist's core product offerings, operational processes, and best practices. The ideal candidate will have a strong background in both operations and service within financial institutions, which will significantly enhance their ability to support clients during the onboarding process. In this position, the Onboarding Specialist will lead and optimize onboarding strategies tailored for large-scale enterprise firms. They will collaborate with senior executives and stakeholders to customize onboarding solutions that leverage Altruist's resources, ensuring a white-glove experience for clients. Building a trusting partnership with advisors is essential, as is the ability to create a comprehensive plan for migrating their business to Altruist while maximizing the platform's benefits. The role involves connecting various teams, including Sales, Customer Success, Operations, Product, Engineering, and Compliance, to ensure a smooth migration experience. The Onboarding Specialist will also be responsible for creating and executing personalized training sessions for key features of the Altruist platform, addressing the specific needs of different enterprise stakeholders and staff. By anticipating customer questions and proactively addressing issues, the Onboarding Specialist will foster strong customer relationships and contribute to the overall success of the onboarding process.