Onboarding Specialist
Hinderliter de Llamas & Associates•Fresno, CA
About The Position
The Onboarding Specialist develops processes that help the TFA team efficiently administer Business License and taxation programs for clients. The role evaluates and tests new setups for accuracy and identifies potential concerns before a client goes live. The specialist also supports client onboarding through workflow design, quality checks, training, and user-account setup.
Requirements
- High school diploma or equivalent.
- 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.
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 the final quality check for new PS clients.
- Train new clients on all three web portals.
- Create user logins for requested city members and provide quick user guides for the client web portals.
- Conduct internal preparation meetings with the OPs/TOPs teams for new clients.
- Order and test new city DID.
- Assist the team with internal department projects.
Benefits
- Opportunity to participate in a 401(k).
- Medical, dental, vision, life/AD&D, and LTD coverage.
- Employee Assistance Program.
- Paid vacation, sick, and holiday time.
- Employee Stock Ownership Plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
