DL
Dalriada Trustees LimitedClient Onboarding Specialist
Client Onboarding Specialist facilitating onboarding for pension clients. Managing scheme documentation and ensuring compliance during client transitions.
About the role
- Perform comprehensive system setup and configuration based on client requirements and project specifications.
- Execute accurate and efficient data loading from various sources into the system.
- Design, develop, and implement custom reports to meet client analytical and operational needs.
- Conduct detailed data mapping and transformation to ensure seamless integration and data integrity across systems for all implementation projects.
- Actively participate in customer calls and meetings alongside Project Managers to provide technical support and address client inquiries.
- Maintain robust and proactive communication with Project Managers and relevant stakeholders regarding project progress, milestones, and potential roadblocks.
- Accurately and comprehensively document all custom configurations, system settings, and process flows within customer accounts.
- Proactively identify and diagnose configuration problems, system malfunctions, and data discrepancies.
- Support and actively participate in business process testing (BPT) of the application to ensure functionality aligns with client requirements.
- Proactively monitor project timelines and individual task progress to ensure all components of implementation projects are completed on schedule.
- Coordinate and effectively prioritize multiple implementation tasks, balancing competing demands and deadlines.
Requirements
- 2+ years knowledge of SaaS experience preferably in the hotel industry.
- Ability to triage current work queue and prioritize accordingly
- Experience training Customers on how to use the software, and addressing their specific business needs preferred
- Ability to troubleshoot and diagnose issues that arise during implementation (both technical and non-technical)
- Ability to work with customer data to ensure smooth integration and reporting, possibly using tools like Excel, BI platforms, or analytics software.
Benefits
- Medical, dental, and vision insurance plans for employees & eligible spouse and/or dependents
- Employer-paid life & AD&D, short-term disability & long-term disability
- Discounted pet insurance plans through Wishbone
- Employee Assistance Program (EAP) services available to employees & their dependents
- On-site gym available for free use at Denver office
- Competitive base salary with bonus structure
- Healthcare spending accounts with employer contributions
- 401(k) plan with an employer match of up to 4%
- Unlimited discretionary time off hours to be used when needed
- 10 observed US federal holidays throughout the year
- Winter recess for all Actabl employees between December 24th-January 2nd
- 12 weeks of parental leave for both birthing & non-birthing parents
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