Client Onboarding Specialist (Remote)

About Net at work:

Net at Work provides next-generation technology solutions and services that enable our clients to unleash the power of their businesses. These solutions are customized to meet the demands of specific industries through the integration of best-of-breed applications. With expertise in finance, accounting, operations, workforce management, and customer experience, Net at Work serves as a trusted advisor, helping small- and mid-sized businesses keep pace with the competition, win new customers, improve profitability, and thrive in the digital economy.

Having started with just two employees, Net at Work is now more than 300 employees strong, and we are still growing. We are looking to expand our team with experienced professionals who share our core values and are problem solvers, promise keepers, collaborative integrators, inspiring coaches and driven intrapreneurs.

• 
  Welcome and Orientation:
  • Greet new customers and provide a warm welcome.
  • Conduct orientation sessions to introduce them to our products, services, and company policies.
  • Clearly communicate the value proposition and benefits of our offerings.

• 
  Documentation and Paperwork:
  • Assist customers in completing necessary onboarding documentation.
  • Ensure all required paperwork is accurate, complete, and submitted in a timely manner.

• 
  Training and Education:
  • Develop and deliver training sessions to educate customers on how to navigate the Net at Work Ecosystem effectively.
  • Provide guidance on best practices and tips for a successful customer experience.
  • Build onboarding roadmaps for clients coming to Net at Work from various sources.
    • ROR
    • Acquisition
    • New Customer Acquisition
    • Other entry points that may present themselves.

• 
  Troubleshooting and Support:
  • Act as the first point of contact for customer inquiries and concerns during the onboarding phase.
  • Troubleshoot issues and provide solutions or escalate to the appropriate teams if needed.

• 
  Relationship Building:
  • Foster positive relationships with customers to build trust and loyalty.
  • Proactively check in with customers to ensure they are satisfied and address any ongoing concerns with any department the customer may interact with from Net at Work.

• 
  Collaboration with Sales and Support Teams:
  • Collaborate with the sales team to ensure a seamless transition from the sales process to onboarding.
  • Introduce and include Account Manager in strategic discussions to ensure a smooth long-term transition.
  • Work closely with customer support teams to address customer issues and coordinate solutions.

• 
  Feedback Collection:
  • Gather feedback from customers regarding their onboarding experience.
  • Share customer feedback with relevant teams to continuously improve the onboarding process.

• 
  Documentation and Reporting:
  • Maintain accurate records of customer interactions and onboarding progress.
  • Generate reports on key onboarding metrics to assess efficiency and identify areas for improvement.

• Bachelor's degree in business, marketing, or a related field (or equivalent work experience).
• Proven experience in customer service, onboarding, or a similar role.
• Excellent communication and interpersonal skills.
• Ability to explain complex concepts in a clear and understandable manner.
• Strong problem-solving skills and a proactive approach to addressing customer needs.
• Familiarity with CRM systems and customer support tools.
• Attention to detail and a commitment to delivering a high level of customer satisfaction.

Salary range: $70,000 to $80,000. “Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws".

• Health and Welfare (Medical, Dental, Vision)
• Accident, Critical Illness, and Hospital Indemnity
• Employee Assistance Program (EAP)
• Life and AD&D Insurance
• Short- and Long-Term Disability Insurance
• Flexible Spending Accounts
• Health Savings Accounts (with company contribution)
• Retirement Planning (401k with matching contribution)
• Legal Benefits
• Identity Theft Protection
• Pet Insurance
• Wellness Program Offerings
• Paid Time Off

EOE/Diversity & Inclusion Statement

Net at Work is dedicated to unleashing the power and potential of our employees and teams by creating a vibrant and inclusive workplace where each employee can be their best. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We embrace and encourage equitable treatment of our employees and strive to create a work environment free of discrimination at all organizational levels and in all forms. Net at Work recognizes the rights of all individuals to mutual respect and the acceptance of others without biases based on differences of any kind.

Net at Work is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members that is free of discrimination and harassment. All employment decisions at Net at Work are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, gender, gender identity or expression, sexual orientation, national origin, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.