Onboarding Specialist

Hinderliter de Llamas & Associates•Fresno, CA

20d•$0 - $21

About The Position

The Onboarding Specialist develops processes to help the TFA team efficiently administer Business License and taxation programs on behalf of clients. The role evaluates and tests new client setups for accuracy and identifies potential concerns before launch. It also creates city-specific reports and workflows, coordinates preparation with internal and city departments, completes quality checks, and trains new clients on web portals. The position is based in Fresno. The expected starting base salary is $21.00 per hour; actual compensation depends on skills, relevant experience, and other job-related factors.

Requirements

Interpersonal and customer service skills.
Analytical and problem-solving skills.
Multitasking and organizational skills.
Attentiveness and patience.
Time-management skills.
Familiarity with MS Office Suite.
High school diploma or equivalent.

Nice To Haves

One year of customer service experience preferred.

Responsibilities

Create city-specific reports for use by the PS team.
Conduct process meetings with inter-city departments.
Design new city workflows for the PS team.
Conduct a final quality check of new clients for PS.
Train new clients on all three web portals.
Create user logins for requested city members and provide information with quick user guides for all client web portals.
Conduct internal meetings with OPs/TOPs teams to prepare for new clients.
Order and test new city DID.
Assist the team with internal department projects.
Evaluate and test new client setups for accuracy and identify potential concerns before launch.