Onboarding and Implementation Coordinator

RESEARCH DATA GROUP INC•Boise, ID

5d•$44,000 - $50,000

About The Position

Looking for a role where you can make an immediate impact and learn every day? As an Onboarding & Implementation Coordinator, you’ll help clients hit the ground running with RDG solutions. You’ll learn the ins and outs of our technology, solve problems, and ensure clients have a seamless start. This is your chance to grow your skills in a supportive environment while making a real difference for our clients.

Requirements

Customer-focused mindset with strong interpersonal skills.
Ability to adapt quickly and thrive in situations with shifting priorities or ambiguity.
Strong verbal and written communication skills.
Problem-solving ability and resourcefulness when addressing client needs.
Organizational skills to manage multiple priorities effectively.
Comfort with learning new software and technology quickly.
Strong attention to detail and accuracy in document preparation.
Proficiency in Microsoft Excel (formulas, references, data validation, links).
Proficiency in Microsoft Word or similar tools (formatting, styles, cross-references, table of contents).
Ability to follow technical documentation and maintain clear internal notes.
Previous 2 years of experience in customer service or client-facing roles preferred.
High school diploma required; Associate or Bachelor’s degree in Business, Communications, or related field or equivalent work experience.

Nice To Haves

Familiarity with SEC filings or financial documents is a plus.

Responsibilities

Support client onboarding processes to ensure a smooth experience and help clients realize value quickly.
Track onboarding milestones and resolve challenges to keep projects on schedule.
Act as a reliable and friendly point of contact for clients throughout onboarding.
Respond promptly to client questions and escalate issues when necessary.
Learn new product features and assist clients in integrating tools into their workflows.
Prepare and maintain SEC filing and other base documents according to RDG standards.
Develop and validate linked Excel workbooks, ensuring formulas, named ranges, and data mappings are correct.
Troubleshoot basic software issues and coordinate with technical teams for complex problems.
Maintain positive and professional interactions with clients and team members.