What are the responsibilities and job description for the Onboarding Specialist position at ABConsulting BK NYC LLC?
Job Overview
We are seeking a tech-savvy and customer-focused Onboarding Analyst to join our innovative software company in Cedarhurst. This role is essential in guiding new clients through the onboarding process, ensuring a smooth transition to our platform.
Key Responsibilities
- Serve as the main point of contact for new clients during the onboarding process.
- Assist clients with setup, organization of documents and emails, and integration into the company’s CRM.
- Customize and configure the software to meet individual client needs.
- Collaborate with clients to troubleshoot technical issues and answer questions.
- Work closely with internal teams to ensure a seamless onboarding experience.
- Maintain accurate and up-to-date client records in the CRM.
- Provide recommendations to improve onboarding workflows and enhance client satisfaction.
Qualifications
- 1-2 years of experience in a SaaS-related or technical role.
- Proficiency in Python and familiarity with database management.
- Strong understanding of CRMs and data organization processes.
- Excellent interpersonal and customer service skills.
- Technical troubleshooting abilities with a proactive problem-solving mindset.
- A background or interest in development or software engineering is a plus.
Perks & Benefits
- Paid time off (PTO) and sick days.
- Collaborative and innovative office environment.
• • Opportunities for growth as the company expands.
