Onboarding Specialist

Aston Carter•Austin, TX

1d•$30 - $30•Onsite

About The Position

Join a dynamic team that plays a crucial role in supporting a network of acquisition managers, program managers, and account managers within a newly established organization. Our partners are vital delivery operators across North America, and we are poised for global expansion. Quality, customer experience, efficiency, and growth are the cornerstones of our success.

Requirements

3+ years of experience in an administrative support capacity, preferably within a large organization.
Experience with Salesforce is highly preferred.
Proficiency in Microsoft Excel.
Bachelor’s Degree is strongly preferred.

Nice To Haves

Experience in process analysis and improvement.
Knowledge in partner onboarding support.
Ability to work independently and autonomously.

Responsibilities

Vet businesses brought into the pipeline by verifying and validating business documentation.
Verify EIN and articles of organization.
Confirm business ownership by verifying business records and personnel.
Track background checks using Accurate.
Communicate effectively with ADEs, Account Managers, and BDMs.
Review business documents and FAQs.
Utilize Salesforce, reporting, and Microsoft Excel for various tasks.
Review and write Standard Operating Procedures (SOPs).
Provide leadership and demonstrate end-to-end workflow knowledge to other Vetting Support team members.
Develop, test, and refine new vetting processes for program expansions.
Create, execute, and track vetting plans for Delivery Partners using internal tools.
Identify opportunities to improve the customer experience and collaborate with team members to implement improvements.
Define and execute processes independently and autonomously.
Create and drive improvements to SOPs addressing gaps in existing processes.
Escalate issues and process pain points for resolution and improvement.
Identify roadblocks and risks, proposing solutions with team and stakeholder support.
Execute process-wide priority projects to enhance operational performance.
Provide support for data collection, prepare reports, and liaise with multiple stakeholders.
Manage escalations on routine and predefined tasks.
Identify day-to-day operational problems and suggest tactical solutions.
Establish key reporting for functional areas and provide reports to senior management and stakeholders.