9 days ago

Onboarding Specialist

RemoteHunter

Hybrid
Full Time
$87,000
Hybrid

Job Overview

Job TitleOnboarding Specialist
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$87,000
LocationHybrid

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Job Description

About the Opportunity

The organization is a fast-growing FinTech company founded in 2019 that offers a Buy Now, Pay Later solution for medical practices such as dentists, medical aesthetics, and veterinarians. The Onboarding Specialist role involves setting up customers for success with a financing platform and managing new accounts for the first 30 days to ensure effective onboarding and customer engagement.

Responsibilities

  • Deliver training to customers
  • Prepare before calls to ensure efficient and practical implementation
  • Share narratives based on past customer successes to build momentum
  • Use various software platforms to conduct onboarding
  • Maximize customer usage of the platform within 30 days
  • Introduce and optimize marketing and placement with merchant partners
  • Provide best practices and materials to increase customer revenue and platform usage
  • Provide feedback to internal teams

Requirements

  • 2 or more years of experience in a customer-facing role
  • Strong verbal and written communication skills
  • Ability to connect interpersonally
  • Comfortable using various software platforms
  • Adaptable with troubleshooting skills
  • Problem solver with high attention to detail
  • Bonus for experience in sales, customer success, or account management

Compensation

  • $87,000 base pay
  • $33,000 uncapped on-target commission
  • Equity grant
  • Medical, vision, and dental benefits
  • Fully remote work
  • Summer and winter company retreats

Key skills/competency

  • Customer Onboarding
  • Client Training
  • FinTech Solutions
  • Account Management
  • Customer Engagement
  • Platform Implementation
  • Troubleshooting
  • Communication Skills
  • Problem Solving
  • Relationship Building

Tags:

Onboarding Specialist
Customer Onboarding
Client Training
Account Management
Customer Success
FinTech
Platform Implementation
Client Engagement
Problem Solving
Relationship Building
Feedback Integration
CRM Software
SaaS Platforms
Communication Tools
Collaboration Software
Presentation Software
Reporting Tools
Project Management
Ticketing Systems
Office Suite
Digital Marketing Tools

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How to Get Hired at RemoteHunter

  • Research RemoteHunter's mission: Understand their role in connecting talent to leading employers and their values.
  • Tailor your resume: Highlight customer-facing, onboarding, and FinTech experience, using keywords like "customer success" and "platform training."
  • Showcase communication skills: Prepare examples demonstrating strong verbal and written communication and interpersonal connection.
  • Prepare for software aptitude: Be ready to discuss your experience with various software platforms and troubleshooting skills.
  • Emphasize problem-solving: Illustrate your attention to detail and ability to solve customer issues effectively during onboarding.

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