New Client Onboarding Specialist

Helpside has served the small business community for more than 35 years. Our unique solutions and expertise in payroll administration, human resources, employee benefits, and risk management are there to support our clients in such a way that they can continue to grow their businesses and not worry about employee administration.

New Client Onboarding Specialists focus their efforts on creating an excellent experience for Helpside’s new clients. You will coordinate a successful transition to our services by bridging the gap between the sales team and other internal departments. You will work closely to build relationships with client owners and primary contacts to set clear expectations and provide education on Helpside services.

Essential Duties and Responsibilities:

• Own and manage customer relationships from the point of sale through successful implementation.
• Coordinate with sales and other internal teams to ensure that each piece of the process meets client expectations.
• Provide updates via phone and email informing the client of their progress towards meeting deadlines.
• Respond quickly to customer emails and calls regarding onboarding processes.
• Become a Helpside expert so that you answer questions about services from clients and employees during the onboarding process.
• Successfully transfer clients to the HR team after onboarding. 
• Performs additional duties as assigned.

Knowledge/Skills/Abilities:

• Identify opportunities to create resources, frameworks, and repeatable processes to use when onboarding customers.
• Understand customer needs and manage their experience to prove value.
• Build content and resources to educate clients and their employees to drive rapid product adoption.

 Requirements: 

• Excellent project management skills and attention to detail
• Highly self-motivated and focused
• Professional written and verbal communication skills
• Strong analytical and problem-solving skills.
• Skilled with troubleshooting software/technology issues
• Positive and pleasant attitude
• Spanish language preferred

Here are some additional benefits you will experience as an employee at Helpside:

• Health insurance 100% paid by the employer (for both employee and family!)
• Additional voluntary supplemental benefits including dental, vision, life, disability, accident, critical illness, etc.
• Flexible spending accounts
• 401(k) with company match
• Paid holidays
• Paid time off
• Outstanding co-workers
• Great company culture
• Fun company events

Job Type: Full time, 40 hours per week

Location: In office in Lindon, Utah or remote in Utah, Wyoming, Idaho, Arizona, Missouri, Colorado, Texas, or Tennessee

JOIN THE HELPSIDE TEAM AND HELP OUR CLIENTS, AND HELPSIDE SUCCEED!