4 Ways You Can Crush Your Competitors for This Role

• Be the Very Best Ever at Tracking The Client through the Onboarding Journey to Success View the status of customer onboarding milestones, requirements, implementation, configuration and training with clear timelines and progress tracking.
• Proactively Manage Onboarding Tasks Better than Others Automate task creation and assignment based on key data points and milestones to keep the customer moving forward in their onboarding journey.
• Keep Yourself Informed on Client Progress & Collecting Real-Time Feedback. Congratulate customers on onboarding achievements and set real-time alerts to step in and help when customers are falling behind.
• Figure Out New Ways to Automate Client Relationships to Keep Them Happy. Proactively engage customers with the ideal content at the right time in each stage of the onboarding process with automated emails and In-App messages.

Full Job Description-New Client Onboarding Specialist

Our mission is simple : Help Door to Door Professionals & Companies maximize their opportunity to change & save lives, make a positive impact on communities across the world, and give you opportunities to meet people and do things you can't do anywhere else.

What You'll Do as a Client Onboarding Specialist

The Client Onboarding Specialist role at D2D doesn’t just teach you the ins and outs of one program. Our Onboarding Services Specialists help our clients navigate hiring, performance management, compliance, and everything that goes into supporting people at work, while gaining valuable experience that can translate to a great career at D2D .

As a Client Services Specialist, you’ll learn these skills with a company that does the right thing not just in our software and service, but also in how we treat employees.

You’ll use quick digital navigation and problem-solving skills to answer questions, mainly from clients who can't get enough of our software.

We know people matter, and that is exactly why our Client Onboarding Specialists strive every day to make magical moments with our clients.

And whether you work in-office or from your home office, you’ll be part of a team of other capable, open, big-hearted, and goofy Client Onboarding Specialists you can rely on.

A successful Client Onboarding Specialist will :

• Provide world-class customer service via phone, email, and chat communications with clients
• Uphold and contribute to a brand of setting people free to do great work
• Develop an understanding of how information connects in D2D products to quickly navigate to the core of client issues
• Learn how to guide clients in D2D performance management, time-tracking, onboarding, and applicant tracking systems
• Quickly think on your feet to work through complex questions and come up with creative solutions
• Be proactive in working independently while also thriving in a team-based environment with other Client Service Specialists
• Keep up to date on new features and products to maximize value for clients
• Do your best, focused work, from 9 am to 6 pm, Monday through Friday (no nights or weekends!)

What You Need to Get the Job Done

• You live in the state of Utah (This is a must!)
• You're open to in-office training during your training / ramping period (which takes approx. 60 days, dependent on performance), before choosing between in-office or remote work
• Your remote work setup has a dedicated workspace, free from distraction with high-speed, reliable internet
• You have at least 1-2 years of prior relevant customer service or technical troubleshooting experience
• You have excellent interpersonal communication with clients and co-workers
• You have a passion for customer care and can champion high levels of client satisfaction
• You have strong attention to detail and the ability to work in a fast-paced environment
• You're able to break down complex problems and explain them in a clear and simple way
• You’re articulate and concise in both written (type 40 words per minute) and oral English or Spanish communication
• You have strong resiliency and the ability to work past difficult situations

What You'll Love About Us

• Great Company Culture. We’ve been recognized by multiple organizations for our great workplace culture.
• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)!
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance.
• 101 Financial University. We pay for a get started Financial Literacy education and you walk away with financial savvy and a bonus.
• Give back. Get paid to give your time to the community : ask us about this!
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

An Equal Opportunity Employer-M / F / D / V

Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.

Compensation :

Health Benefits after 90 days

$32,000 -$40,000 a year - Full-time

Last updated : 2024-05-31