Customer Onboarding Specialist

Posted about 1 month agoViewed

💎 Seniority level: Middle, 3+ years

📍 Location: United States

💸 Salary: 63000.0 - 65000.0 USD per year

🔍 Industry: Retirement benefits

🏢 Company: Human Interest👥 501-1000💰 $161,000,000 Private about 2 years agoWealth Management Retirement Finance InsurTech Employee Benefits Insurance FinTech

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: Project ManagementCross-functional collaborationProcess improvement

Requirements:

Knowledge and experience with retirement plan design, particularly 401(k) plans.
3+ years of customer onboarding experience in a SaaS environment or retirement industry.
Strong interpersonal skills with a passion for client interaction.
Ability to manage onboarding for 40-50+ customers monthly with a proactive work ethic.
Excellent organizational skills to handle multiple tasks and deadlines.
Bachelor’s degree or equivalent experience.

Responsibilities:

Communicate extensively with customers to identify their needs and establish their 401(k) plans.
Educate and guide newly signed customers about retirement saving options for their employees.
Work cross-functionally within the organization to meet customer needs.
Manage internal and external stakeholders to keep customers engaged and satisfied.
Identify areas for process improvement to enhance team scalability.

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