Client Onboarding Specialist

Radeas LLC • Wake Forest, NC

2h • $0 - $20 • Onsite

About The Position

This position will be responsible for supporting the Sales department by managing all new client onboarding and account setup processes. The employee may be asked to perform additional tasks or responsibilities not specifically listed here. The dynamic nature of this role allows for flexibility and growth as we work together to define and refine its scope.

Requirements

• Customer service experience required, Minimum of 2 years’ actual experience
• Bachelor’s degree preferred.
• Knowledge of basic practices within the Laboratory, Client Services, IT, and Business Teams that relate to Client and Sales Representative success.
• Demonstrate high attention to detail and initiate problem resolution in a timely and accurate manner.
• Strong work ethic, commitment to completing assigned tasks and dedicated to high quality work
• Demonstrate the ability to communicate written and verbal information.
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Problem Solving- Identifying basic problems and reviewing related information to develop and evaluate options and implement solutions.
• Collaboration- Working effectively and cooperatively with others; establishing and maintaining good working relationships and building trust between new clients, Sales Reps, and the laboratory.
• Time management- Ability to manage time effectively to ensure quality work and timely completion of new client onboarding.
• Organization and attention to detail - Ability to manage high volumes of data sets with diligent attention to detail.
• Ability to determine new client challenges and work to mitigate within the laboratory processes.
• Collaboration / Teamwork - Working effectively and cooperatively with others; establishing and maintaining good working relationships which encourage the free exchange of ideas and achievement of team/project goals.
• Knowledge of or ability to learn Stratus, Shadowbox, and Google Drive processes.
• Teaching and Instruction: Ability to patiently and proficiently teach Client Contacts, Collectors, and Sales Representatives necessary skills to successfully collect specimens and access reports.

Responsibilities

• Oversee and manage the account onboarding process for new clients from onboarding form submission through a determined time period of successfully sending specimens.
• Coordinate with Sales Reps and client contact to ensure training is completed.
• Establish and maintain relationships between Sales Rep, client contact, and laboratory as primary contact for the initial client onboarding process.
• Monitor volume with projected volume and report to the Sales Management team.
• Provide client-oriented solutions to successfully support the client.
• Assist the Sales team in optimizing workflows for continued advancements in providing the highest level of customer service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level