Onboarding Specialist

About the Opportunity

RemoteHunter is seeking an Onboarding Specialist for a fast-growing FinTech company founded in 2019. This organization provides a Buy Now, Pay Later solution specifically designed for medical practices, including dentists, medical aesthetics, and veterinarians. In this crucial role, you will be responsible for setting up new customers for success with their financing platform and meticulously managing these accounts for their first 30 days to ensure effective onboarding and high customer engagement.

Key Responsibilities

• Deliver comprehensive training to new customers.
• Prepare thoroughly before calls to ensure efficient and practical implementation of the platform.
• Share compelling success narratives from previous customers to build momentum and inspire confidence.
• Utilize various software platforms to conduct the onboarding process seamlessly.
• Maximize customer usage of the financing platform within the initial 30-day period.
• Introduce and optimize marketing strategies and platform placement with merchant partners.
• Provide best practices and valuable materials to help customers increase their revenue and platform utilization.
• Gather and provide constructive feedback to internal teams for continuous improvement of the product and process.

Requirements

• 2 or more years of proven experience in a customer-facing role.
• Strong verbal and written communication skills are essential for clear and effective interaction.
• Ability to connect interpersonally with diverse clients and build rapport.
• Comfortable and proficient using various software platforms for daily tasks.
• Adaptable with strong troubleshooting skills to resolve issues promptly.
• A keen problem solver with high attention to detail, ensuring accuracy and efficiency.
• Bonus points for experience in sales, customer success, or account management.

Compensation & Benefits

• Base pay: $87,000 annually.
• Uncapped on-target commission: $33,000 annually.
• Equity grant, offering a stake in the company's success.
• Comprehensive medical, vision, and dental benefits.
• Fully remote work arrangement, providing flexibility.
• Enjoy summer and winter company retreats, fostering team connection.

Key skills/competency

• Customer Onboarding
• FinTech Solutions
• Client Training
• Account Management
• Customer Engagement
• Software Proficiency
• Problem Solving
• Communication Skills
• CRM Software
• Product Implementation