Onboarding Specialist

Posted 2024-11-07

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💎 Seniority level: Entry

📍 Location: Philippines, CST

💸 Salary: 11400 - 18600 USD per year

🔍 Industry: Business Financing

🏢 Company: WeAssist.io

🗣️ Languages: English

🪄 Skills: LeadershipProject ManagementData AnalysisPeople ManagementProduct ManagementHR ManagementCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:

Strong organizational skills to manage onboarding and funding processes effectively.
Proficiency with project management tools, G-Suite, Google Drive, and Slack.
Experience with MS Excel or Google Sheets would be beneficial.

Responsibilities:

Provide clients with communication access via platforms like Slack and hold them accountable for paperwork.
Oversee the onboarding process by collecting necessary documentation and assisting with any issues.
Send and track funding applications, ensuring client engagement throughout the process.
Manage data migration to a centralized location for efficient client plan creation.

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