Financial Additions
http://www.financialadditions.com
http://www.financialadditions.com
true
Client Onboarding Specialist
Posted: 11/08/2023
2023-11-08
2024-01-10
Employment Type:
Temp To Hire
Industry: ACCOUNTING
Job Number: 24206
Job Description
Financial Additions has partnered with a Pharmaceutical Distribution Company in search of a Client Onboarding Specialist. This is a Remote Position
Company Offers:
- Value driven workplace
- A goal to develop leadership qualities in all employees
Client Onboarding Specialist will be responsible for:
1. Understanding the different customer account structures and legal documentation required to establish new accounts.
2. Ensuring all necessary account documentation is received and validated in a timely manner.
3. Presenting and explaining documentation and requirements to customer.
4. Working directly with customers to facilitate a smooth onboarding process.
5. Serving as liaison between customer and ABC departments/teams.
6. Providing onboarding support including reporting, status meetings and escalated issue resolution to Buying Groups, Group Purchasing Organizations, Third Party Administrators and other agencies as identified.
7. Managing, tracking, and escalating key milestones and deliverables to ensure customer expectations are being met.
8. Identifying risks to the onboarding timeline and takes appropriate action to escalate or resolve with minimal impact on customer go-live.
9. Utilizing CRM tool to manage workload. Keeps CRM tasks up to date with notes and status.
10. Performs related duties as assigned.
Client Onboarding Specialist background should include:
- High School Diploma and 3 years of experience
- MS Excel (Intermediate)
#INDVMS
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About Columbus, OH
Ready to embark on an exciting career journey in the vibrant Columbus, Ohio area? Known for its thriving job market, outstanding quality of life, and abundance of opportunities for professional growth, this city beckons with its infectious energy and welcoming community. Home to the renowned Columbus Museum of Art, the historic Ohio Theatre, and the beloved Columbus Blue Jackets hockey team, this region seamlessly combines art, culture, and sports to create a dynamic environment that caters to diverse interests. With delectable cuisine, picturesque parks like the beautiful Franklin Park Conservatory and Botanical Gardens, and a bustling downtown scene, Columbus is a destination brimming with charm. Take the first step towards your dream job today by exploring our job listings in this lively and enchanting locale.
Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.
Financial Additions
http://www.financialadditions.com
http://www.financialadditions.com
true
Client Onboarding Specialist
Posted: 11/08/2023
2023-11-08
2024-01-10
Employment Type:
Temp To Hire
Industry: ACCOUNTING
Job Number: 24206
Job Description
Financial Additions has partnered with a Pharmaceutical Distribution Company in search of a Client Onboarding Specialist. This is a Remote Position
Company Offers:
1. Understanding the different customer account structures and legal documentation required to establish new accounts.
2. Ensuring all necessary account documentation is received and validated in a timely manner.
3. Presenting and explaining documentation and requirements to customer.
4. Working directly with customers to facilitate a smooth onboarding process.
5. Serving as liaison between customer and ABC departments/teams.
6. Providing onboarding support including reporting, status meetings and escalated issue resolution to Buying Groups, Group Purchasing Organizations, Third Party Administrators and other agencies as identified.
7. Managing, tracking, and escalating key milestones and deliverables to ensure customer expectations are being met.
8. Identifying risks to the onboarding timeline and takes appropriate action to escalate or resolve with minimal impact on customer go-live.
9. Utilizing CRM tool to manage workload. Keeps CRM tasks up to date with notes and status.
10. Performs related duties as assigned.
Client Onboarding Specialist background should include:
#INDVMS
Company Offers:
- Value driven workplace
- A goal to develop leadership qualities in all employees
1. Understanding the different customer account structures and legal documentation required to establish new accounts.
2. Ensuring all necessary account documentation is received and validated in a timely manner.
3. Presenting and explaining documentation and requirements to customer.
4. Working directly with customers to facilitate a smooth onboarding process.
5. Serving as liaison between customer and ABC departments/teams.
6. Providing onboarding support including reporting, status meetings and escalated issue resolution to Buying Groups, Group Purchasing Organizations, Third Party Administrators and other agencies as identified.
7. Managing, tracking, and escalating key milestones and deliverables to ensure customer expectations are being met.
8. Identifying risks to the onboarding timeline and takes appropriate action to escalate or resolve with minimal impact on customer go-live.
9. Utilizing CRM tool to manage workload. Keeps CRM tasks up to date with notes and status.
10. Performs related duties as assigned.
Client Onboarding Specialist background should include:
- High School Diploma and 3 years of experience
- MS Excel (Intermediate)
#INDVMS
Meet Your Recruiter
Share This Job:
Related Jobs:
There are currently no related jobs. Please sign up for Job Alerts.
Loading...
Login to save this search and get notified of similar positions.
About Columbus, OH
Ready to embark on an exciting career journey in the vibrant Columbus, Ohio area? Known for its thriving job market, outstanding quality of life, and abundance of opportunities for professional growth, this city beckons with its infectious energy and welcoming community. Home to the renowned Columbus Museum of Art, the historic Ohio Theatre, and the beloved Columbus Blue Jackets hockey team, this region seamlessly combines art, culture, and sports to create a dynamic environment that caters to diverse interests. With delectable cuisine, picturesque parks like the beautiful Franklin Park Conservatory and Botanical Gardens, and a bustling downtown scene, Columbus is a destination brimming with charm. Take the first step towards your dream job today by exploring our job listings in this lively and enchanting locale.
Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.