Manages the onboarding of new and existing plan sponsor retirement plans at Transamerica. Drives client relationships and ensures successful transition processes for retirement plans.
About the role
- Junior Customer Onboarding Consultant at Neogrid assisting clients with onboarding processes and optimizing service utilization. Collaborating with internal teams to ensure customer satisfaction throughout implementation.
Responsibilities
- Assist with the integration and onboarding of new customers, ensuring a smooth and efficient transition
- Communicate clearly and effectively with customers, understanding their needs
- Collaborate with internal teams to deliver tailored solutions
- Build and maintain strong customer relationships, leading the implementation process
- Apply Supply Chain knowledge to understand customers' specific requirements
- Use technical skills in technology, including SQL/PostgreSQL, to troubleshoot and resolve issues
- Stay organized and manage time efficiently to complete tasks and projects
- Proactively identify areas for improvement in onboarding processes
Requirements
- Experience in customer service (consulting or a related role is a plus)
- Excellent verbal and written communication skills
- Experience in systems implementation
- Knowledge of SQL and PostgreSQL and experience with Microsoft tools
- Ability to work effectively in a team and collaborate in a multidisciplinary environment
- Strong time-management skills
- Proactive approach to identifying and resolving problems
- Passion for customer relationships and delivering excellent service
- Willingness to travel and visit clients
- Knowledge of Supply Chain is a plus
- Intermediate English is a plus
Benefits
- Health insurance
- Dental insurance
- Life insurance (extendable to legal dependents)
- Medication allowance, extendable to children
- Commuting allowance or parking allowance
- Flexible meal/food allowance
- Wellhub (formerly Gympass) and TotalPass
- Day off during your birthday month
- Parental support program (NeoBaby)
- Unico Skill, an external training platform for professional development
- Childcare allowance and extended parental leave: 6 months for mothers and 30 days for fathers
- Referral program, bonuses, and more
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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