B2B - Onboarding & Relationship Specialist

Are you a people person with a knack for building strong relationships and keeping things running smoothly? We’re looking for an Onboarding & Relationship Specialist -to be the glue that connects new Affiliates to our team and ensures their onboarding journey is seamless and successful. In this dynamic role, you’ll collaborate closely with our Affiliate Success Manager to oversee the daily operations of our Sales and Affiliate Support Departments, keeping the gears turning and the vibes high. If you thrive in a fast-paced, team-oriented environment and love making a difference, we want to hear from you! 🚀

At Alleviate, we are on a mission to transform lives by providing effective debt relief solutions. Our team is dedicated to helping individuals and families regain control of their financial future. We are seeking caring & empathetic individuals to join our dynamic team and make a real difference in people's lives.

ABOUT THE COMPANY: Alleviate is one of the fastest growing companies in the Debt Relief space. Every day we help clients find solutions to their financial challenges. We are a vibrant and energetic organization of nearly 400 employees. Alleviate offers a fun, supportive culture with endless opportunities for growth. We are currently investing heavily in marketing and technology to actualize our vision of becoming the next-generation financial services Company, taking people from debt to WEALTH.

OUR HOME: Alleviate has a 30,000 Sq foot headquarters based out of Irvine, CA. Our headquarters is located in the heart of Orange County’s booming business and finance district. Our state-of-the-art office has 2 designer living rooms, 2 cafes, a meditation room, fully equipped workstations, and a free fitness center. We offer catered lunches, in-office games, teambuilding activities, paid parking, quarterly parties & events, volunteer events, and much more!

OUR CULTURE: WHY DO OUR EMPLOYEES LOVE WORKING HERE?

• Opportunities for internal growth and career advancement
• Work alongside a passionate group of people who are committed to improving the lives of others
• Company swag - who doesn't love it?
• An incredible location to call your "second home". Our headquarters has multiple restaurants, free fitness center, wellness rooms, and in-office amenities to support you throughout your workday
• Consistent employee recognition and appreciation
• Company-sponsored events and volunteer opportunities
  
  

COMPENSATION:

• $80,000 depending on experience
  
  

WHAT MAKES US THE BEST?

• Energetic, supportive, and collaborative working environment
• Continuous employee development, coaching, and training
• Work-life balance
  
  

WHAT YOU'LL DO:

The Onboarding and Relationship Specialist plays a crucial role in ensuring the successful onboarding of Affiliates,in addition to assisting in overseeing the daily operations of the Sales and Affiliate Support Departments in Collaboration with the Affiliate Success Manager. 

• Handle affiliate contract redlines and agreements, ensuring adherence by all parties
• Ensure agreements are signed and countersigned by all necessary parties
• Collaborate with the Compliance department to confirm all required documents are received to finalize onboarding
• Work closely with the Business Development team and Affiliate Trainer to schedule and facilitate new affiliate trainings
• Coordinate with the CRM Administrator to onboard new affiliates and all users effectively
• Coordinate with Guardian Litigation Group on any items necessary to complete the Affiliate onboarding process
• Occasionally assist or lead in the training and onboarding of new affiliates, ensuring they are equipped with necessary tools and knowledge to succeed
• Offers post-training and ongoing support to Affiliates
• Establish and maintain positive relationships with employees and leadership of Affiliates
• Offer support through the enrollment process, including but not limited to CRM navigation & use, Quality Assurance & Underwriting guidelines, education on qualified versus nonqualified debts, and file submissions
• Offer support and training on the use of reporting functions
• Assist with dashboard set up and comfortability with dashboard access and navigation of the reporting software
• Assist with addressing post-enrollment complaints as they pertain to client cancellations or concerns
• Timely communication of procedural and process changes to Affiliates
• Continuously improve through feedback
• Attend training and department meetings
• Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook
• Other duties as assigned
  
  

WHAT MAKES YOU A GOOD FIT:

• High school diploma or GED required
• Knowledge of debt settlement preferred
• 2-3 years of debt relief industry experience required
• Minimum of 3 years of management or leadership experience
• Excellent customer services and communication skills
• Phone system and CRM experience
• Computer literacy
• Highly motivated and target driven with a proven track record in sales
• Excellent selling and negotiation skills
• Prioritizing, time management, and organizational skills
• Ability to create and deliver presentations tailored to the audience's needs
• Ability to sell and influence others
• Flexible
• Persistent
  
  

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others.

ADDITIONAL PERKS & BENEFITS:

• Health, dental, and vision benefits available after 30 days of employment
• Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more!
• 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
• Paid holidays
• 401(k) that can be elected from day 1 of employment!
• The opportunity to work alongside an incredible group of people who are all driven to help others
  
  

Job Type: Full-time

Schedule: 8-hour shift, Monday to Friday

Location: Irvine, CA (with the ability to travel around the Orange County area)

Alleviate Financial Solutions 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 position must pass a post-offer pre-employment criminal background check.

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