What are the responsibilities and job description for the Onboarding Specialist position at FinalForms?
Onboarding Specialist
The Onboarding Specialist will be responsible for guiding and supporting new customers through the onboarding process. You will serve as a key point of contact, ensuring that customers have the knowledge and resources they need to successfully implement and utilize our education technology products. This position requires a customer-focused individual with excellent communication and problem-solving skills The Onboarding Specialist reports directly to the Director of Onboarding..
The Onboarding Specialist must possess excellent organizational and leadership skills, coupled with the ability to collaborate effectively with cross-functional teams. In addition to these qualities, they will be responsible for the following:
Onboarding Process
• Work closely with new customers to understand their goals and objectives..
• Guide customers through the onboarding process, ensuring a seamless and positive experience.
Product Knowledge
• Develop a deep understanding of FinalForms products and services.
• Effectively communicate product features, benefits, and best practices to customers.
Resource Management
• Allocate resources effectively to ensure project tasks are completed within established timelines.
• Monitor and manage project budgets, ensuring adherence to financial constraints.
Customization and Configuration
• Collaborate with customers to customize and configure the software to meet their specific needs.
• Troubleshoot and resolve any technical issues related to the onboarding process.
Stakeholder Communication
• Communicate project progress, milestones, and issues to stakeholders in a clear and timely manner.
• Foster positive relationships with internal and external project stakeholders.
Reporting
• Maintain accurate and up-to-date project documentation, including status reports and issue logs.
• Provide regular reports on project status, highlighting achievements and areas for improvement.
Documentation
• Create and update onboarding documentation, including user guides and training materials.
• Ensure that customers have access to relevant resources for a successful onboarding experience.
Continuous Improvement
• Gather feedback from project team members and stakeholders to identify areas for improvement.
• Contribute insights to enhance project management processes and methodologies.
Professional Development
• Stay updated on industry best practices, project management trends, and relevant tools.
• Actively seek opportunities for professional growth and development in project management.
Occasional Travel - Initial onboarding will require 1-2 weeks in person at our Cleveland, Ohio office. Additional travel required for annual Employee Summit and educational conferences when needed.
The Onboarding Specialist will consistently represent FinalForms by reflecting the quality of the brand including the mission, vision, and values of the company with a positive and energetic tone, attitude, and interactions.
Onboarding Specialist
What You’ll Need to Be Successful
Excellent communication skills, both written and verbal
Ability to independently solve technical problems
Innovation and creativity to create strategies that satisfy customer needs
Ability to lead groups and be decisive
Collaborative skills to accept and incorporate ideas into strategies
Time management and organization in order to meet strict deadlines
Ability to recognize trends and stay ahead of them
Proficient with HubSpot, or equivalent CRM, application
What Will Differentiate You
Autonomy: The internal drive to initiate and contribute to success.
Action: The ability to independently manage assignments from start to finish.
Communication: The ability to effectively connect with concise verbal and written communication.
Acumen: The capability to quickly learn, apply, adapt, and manage processes.
Service: A service mindset dedicated to a positive influence on education.
Flexibility: The ability to adapt quickly to evolving needs.
Requirements
Bachelor’s degree in business administration, marketing, or a related field.
2 plus years of experience in project management and/or education sector.
Technology Experience
Able to effortlessly manage HubSpot, GSuite, FinalForms, and other applications
ABOUT BC TECHNOLOGIES COMPANY - FINALFORMS
Founded in Chagrin Falls, Ohio in 2012, BC Technologies Company is a technology company focused on serving the education industry. BC Technologies currently offers 3 products within the industry.
FinalForms is an online forms and data management application that helps school districts collect, verify, and distribute critical student and staff data to boost compliance and increase safety while reducing risk, controversy, and liability with a digital, time-stamped, paper trail.
Association Management Platform (AMP) is a digital platform that allows Interscholastic Administrator Associations (IAAA) to manage membership and awards, collect event registrations, connect members, and facilitate continuing education.
Tower is a digital platform that allows High School Athletic Associations (HSAA) to centralize communication, collect or distribute compliance information, analyze data, and create marketing opportunities.
BC Technologies Company has revolutionized data management within the Education Technology (“Ed Tech”) space and continues to lead the fast-paced, evolving industry; all while maintaining fundamental relationships with schools, interscholastic administrator associations, and high school athletic associations.
CULTURE
Our unique culture focuses on our vision, mission, and values in an atmosphere that maximizes personal freedom. While regular team communication is scheduled and structured in on-site or virtual environments, the majority of the commitment is unstructured. We encourage our team members to balance their investment of time with their family, health, community, and personal endeavors.
Salary : $54,000 - $60,000
