Join HRPro as a Client Onboarding Specialist
At HRPro, our core values—Personal Ownership, Client-focused, and Self-Awareness—are at the heart of everything we do. These principles guide our mission to help organizations take better care of their people.
Position Summary
The Client Onboarding Specialist plays a critical role in ensuring our clients' initial success. You will guide clients through the implementation process with precision and attentiveness, ensuring a positive experience and successful setup with our services.
Essential Job Duties and Responsibilities
- Client Communication: Gather necessary information and documents for account setup.
- Onboarding Guidance: Assist clients with account setup and explain available services.
- Issue Resolution: Address client questions and concerns promptly, providing effective solutions.
- Collaboration: Work with internal teams to ensure smooth client transitions and provide ongoing support.
- Monitoring and Support: Track client progress and satisfaction, addressing any issues proactively.
- CRM Management: Maintain accurate client records and documentation.
- Reporting: Produce sales reports and reconcile CRM with sales tracking.
- Technical Support: Create electronic forms or workflows within CRM and manage website chat activity.
- Feedback and Improvement: Provide recommendations for enhancing the onboarding process based on client feedback.
- Multi-tasking: Manage multiple implementations and ensure all timelines are met.
- Additional Duties: Perform other related tasks as assigned.
Required Skills and Abilities
- Education: Bachelor’s degree preferred.
- Technical Proficiency: Skilled in Microsoft Office (Outlook, Excel, Word, PowerPoint) and CRM systems.
- Organizational Skills: Excellent attention to detail and time management, with a proven ability to meet deadlines.
- Interpersonal Skills: Strong customer service and interpersonal skills, with the ability to thrive in a high-paced, sometimes stressful environment.
- Analytical Skills: Strong problem-solving and analytical abilities.
- Communication: Exceptional verbal and written communication skills.
- Typing Speed: Able to type a minimum of 45 words per minute.
- Positive Attitude: A 'can do' mindset and resourcefulness.
- Driving Requirements: Valid driver’s license with a reliable vehicle.
- Background Check: Must pass all required background checks.
Physical Requirements and Working Conditions
- Environment: Office setting.
- Schedule: Full-time, 40 hours/week, Monday-Friday. Hybrid remote work (3 days in office) may be available after the introductory period.
- Physical Activity: Ability to lift up to 20 pounds, stoop, bend, and walk. Prolonged periods of sitting and computer work.
This job description is not exhaustive and may be adjusted by management as needed. If you're ready to make a positive impact and join a team dedicated to helping organizations care for their people, apply today!
