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Client Onboarding Specialist

Company: ValueLink Software
Location: Houston
Posted on: January 16, 2022

Job Description:

ValueLink Software is a rapidly growing software company headquartered in Houston, TX. -Over the past decade, our team has built a high growth, profitable business and we are looking to add driven, competent, and smart team members to strengthen our team.

The role of the Onboarding Specialist is to assist with onboarding new clients and assisting existing clients with questions with new and existing features of our platforms. -The onboarding specialist will be responsible for managing the client relationship from inception to onboarding/migration to ValueLink platforms, providing training to users, assisting with data cleanup and data load and hand-off the client to the ValueLink support teams once onboarding is complete.

Location: -Houston, Texas

Job Type: -Full Time (Hybrid role)

Priorities and deliverables:
Gain expert knowledge of the ValueLink platforms
Be single point of contact for assigned clients
Obtain all necessary information for client onboarding
Work with our development teams to complete customizations requested by clients
Communicate with clients in a clear and timely manner
Provide training and assistance to clients as needed during the onboarding process

These priorities will be achieved by:
Operating with the utmost integrity and professionalism, both internally and externally, in every aspect of your job. -This means you are expected to put the interests of our customers as a top priority, and are expected to conduct yourself and your business in a way that builds trust and credibility for ValueLink and yourself
Managing all onboarding processes using available tools like JIRA, Excel and OneNote
Training clients on-site and virtually using tools like Zoom and Microsoft Teams
Responding to questions or requests of customers as appropriate
Providing regular updates on any customer developments, feature requests, complaints, etc.

Qualifications:
Exceptional verbal and written communications skills
Desire to build and maintain relationships
Ambitious and hardworking
Works well in a fast-paced team environment
Strong sense of urgency
Ability to gain a deep understanding software platforms and convey that understanding to clients

Salary Commensurate with Experience. Candidates with prior experience with SaaS software onboarding will be preferred.

Keywords: ValueLink Software, Houston , Client Onboarding Specialist, Other , Houston, Texas

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