Customer Onboarding Coordinator at Kolmeo facilitating onboarding of new clients to the property management software. Collaborating with the customer support team to enhance user experience and satisfaction.
About the role
- Finance Onboarding Specialist at C.A. Fortune facilitating financial onboarding for new clients. Collaborating across departments to support seamless client experiences and reconcile commissions.
Responsibilities
- Onboarding is a crucial point in the client journey at C.A. Fortune
- Work with client success, order entry and other cross-functions to ensure a seamless experience for our clients
- Support the Finance Onboarding Supervisor during the onboarding process
- Reconcile commissions received by clients in the onboarding cycle
- Assist with projects and tasks assigned by supervisor
- Take on commission reconciliations on new accounts as assigned
- Assist in creating and maintaining client-facing financial documents
- Email clients regarding outstanding materials for onboarding
- Gather and track paperwork and tasks associated with client onboarding
- Research roadblocks instructed by supervisor during onboarding process
Requirements
- Bachelor’s Degree
- Commission analysis and commission reconciliation experience
- Experience with Business-to-Business written communication
- Intermediate knowledge of Excel
- Good verbal and written communication skills
- Strong organizational and time management skills
- Strong ability to multitask
Benefits
- PTO & Sick Days
- 11 paid company holidays per year
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Onboarding Specialist managing dealer and partner engagement. Collaborating with teams to support account strategies and enhance customer satisfaction at RouteOne.
Customer service representative serving as the first point of contact for prospective ADI Global customers. Guiding customers through the ADI account setup process and collaborating with internal teams.
Analyst supporting onboarding and sales service in Commercial Banking for clients. Ensuring accurate account maintenance and establishing strong client relationships within CIBC.
HR Onboarding Specialist providing an excellent onboarding experience for employees and contractors at Giving Home Health Care. Supporting compliance and maintaining records in a collaborative environment.
Onboarding Specialist managing client transitions for registered investment products at U.S. Bank. Collaborating with internal teams to ensure smooth integration and ongoing servicing.
Inbound sales / Onboarding specialist guiding customer onboarding at Amnis, a fintech company reshaping international transaction banking for SMEs.
Onboarding Manager ensuring customer satisfaction for Bigblue’s logistical operations in Spain. Managing project onboarding, customer interactions, and operational improvements in a client - facing role.
Onboarding Manager guiding new clients in effective use of Legal Tech platform. Collaborating with product teams and providing personalized training for customer success.
Sales Enablement & Onboarding Manager at Jeeves orchestrating onboarding and training for effective sales teams. Collaborating across functions to enhance productivity in dynamic environments.