What are the responsibilities and job description for the Client Operations Associate position at PetScreening?
Our Vision
PetScreening strives to be the global leader for pet screening and animal validation. We want to make the world more pet inclusive no matter where you live, work, play, or stay.
Our Mission
PetScreening advocates responsible pet ownership and helps validate legitimate assistance animal accommodation requests.
What We Do
PetScreening™ is the fastest growing pet-property tech SaaS company. We help property managers and housing providers manage residents' pets and assistance animals (service animals/emotional support animals/companion animals/etc.). Our proprietary screening platform adds an additional layer of liability protection by having a standardized process when dealing with household pets and assistance animals.
Our Culture
PetScreening has a pet-friendly office located in the heart of the Merino Mill in Mooresville, NC (Lake Norman area). Our large office provides space for independent, team, and large group collaboration within several different types of work spaces. Our casual office environment encourages our employees to bring their pets to work. We offer a hybrid schedule, which includes select optional remote work days allowing our employees to work hard while having fun.
Benefits Offered
We are seeking a highly motivated and detail-oriented individual to join our team as a Client Operations Associate. In this critical role, you will play an essential part in ensuring a seamless onboarding experience for our clients while fostering exceptional client relationships. If you possess strong technical aptitude, an analytical mindset, and a passion for problem-solving, we encourage you to apply.
Responsibilities
Client Onboarding:
PetScreening strives to be the global leader for pet screening and animal validation. We want to make the world more pet inclusive no matter where you live, work, play, or stay.
Our Mission
PetScreening advocates responsible pet ownership and helps validate legitimate assistance animal accommodation requests.
What We Do
PetScreening™ is the fastest growing pet-property tech SaaS company. We help property managers and housing providers manage residents' pets and assistance animals (service animals/emotional support animals/companion animals/etc.). Our proprietary screening platform adds an additional layer of liability protection by having a standardized process when dealing with household pets and assistance animals.
Our Culture
PetScreening has a pet-friendly office located in the heart of the Merino Mill in Mooresville, NC (Lake Norman area). Our large office provides space for independent, team, and large group collaboration within several different types of work spaces. Our casual office environment encourages our employees to bring their pets to work. We offer a hybrid schedule, which includes select optional remote work days allowing our employees to work hard while having fun.
Benefits Offered
- Medical/Dental/Vision/HSA benefits offered after 30 days of employment.
- Company sponsored Life Insurance and Short Term Disability.
- Optional Life Insurance and Long Term Disability Plans.
- 401(k) with 3% match regardless of employee contribution. Quarterly open enrollment.
- Paid time off accrual beginning first day of employment
- Paid holidays
- Optional remote work days
- Paid Family/Military/Bereavement leave
- Pet friendly office
We are seeking a highly motivated and detail-oriented individual to join our team as a Client Operations Associate. In this critical role, you will play an essential part in ensuring a seamless onboarding experience for our clients while fostering exceptional client relationships. If you possess strong technical aptitude, an analytical mindset, and a passion for problem-solving, we encourage you to apply.
Responsibilities
Client Onboarding:
- Build and meticulously manage client accounts throughout the onboarding process.
- Serve as the primary point of contact for clients, ensuring a positive onboarding experience.
- Manage and update contacts within the Learning Management System.
- Collaborate with team members to enhance the onboarding experience and optimize processes for improved client outcomes.
- Set up essential software integrations as part of the account building process.
- Diagnose and address integration issues reported by clients and internal teams.
- Communicate resolutions or next steps with clients in a clear, non-technical manner while collaborating with internal teams (Client Success Team, Integration Specialist Team) when necessary.
- Demonstrate a strong technical aptitude with a proactive willingness to learn.
- Engage in training to understand and execute API calls using tools such as Postman.
- Apply technical concepts effectively in practical scenarios.
- Utilize HubSpot for client interactions and data management with proficiency.
- Familiarity with other CRM systems is a plus.
- Experience in creating and managing CRM workflows is advantageous.
- Utilize Zendesk and email for transparent and timely communication with clients.
- Maintain high standards of communication throughout the onboarding process.
- Strong technical aptitude; willingness to learn API calls in Postman.
- Previous experience with CRM systems, preferably HubSpot.
- Analytical mindset with strong critical thinking abilities.
- Proficiency in Microsoft Excel and other Microsoft products.
- Excellent written and verbal communication skills.
- Inquisitive and investigative nature, demonstrating a passion for problem-solving.
- Ability to thrive in a collaborative, team-oriented environment.
