Job Description
- Organize, streamline, enhance & optimize the onboarding process for Business Solutions
- Make out-bound calls to customers when needed during the onboarding process
- Develop customer lists for each stage of implementation to share with functional leads and other internal departments
- Collaborate with our sales team regarding the customer base
- Work in collaboration with our IT team and troubleshoot customer issues during the onboarding stages
- Review onboarding tickets for tasks that exceed set SLAs to prioritize necessary steps to close out/complete tasks.
- Minor site testing for onboarding portal
- Conduct monthly and quarterly audits for the Share Program Audit
- Prepare general reports
- Prepare monthly sign-up files to provide our vendor partners
- Collaborate with our Customer Success team on key learnings, processes, updates, and changes
- Ability to forecast and troubleshoot independently with internal/external stakeholders
- Maintain a pulse on analytics that drive & support an optimized customer experience during onboarding
- Host regular calls with key stakeholders on status of customers, key learnings, process changes
- Lead reporting & dashboard assistance within HubSpot for critical operational KPI development
- Determines best practices and develops actionable insights and recommendations
- Other duties & special projects as assigned by Manager of Business Solutions
- High school diploma or equivalent
- Minimum of 2 years of experience in customer-facing service or support
- Experience to include at least 1 year of HubSpot or related CRM platform
- Must have strong ability to multitask and thrive with multiple moving assignments
- BA/BS in Business or equivalent work experience
- Working in a high-paced environment
- Proficient with Microsoft Suite
- Excellent analytical, communication, and written skills
- Problem solving abilities
- Geographic location
- Relevant experience
- Education and qualifications
- Job-related skills
- Internal equity considerations
- Applicable minimum wage laws
- Medical, dental, and vision insurance
- Life and group life insurance
- Voluntary supplemental life insurance
- Supplemental health benefits (critical illness, hospital, accident)
- Short- and long-term disability
- Paid family leave (where applicable by state law)
- 401(k) plan
- Tuition reimbursement
- Eyewear discounts
- Paid vacation and/or sick time
- Paid holidays
- Birthday PTO
To request an accommodation, please email [email protected] and include your name and contact information so we can follow up promptly.
