You will act as the point of contact for internal and external customer onboarding requests.
Work closely with stakeholders across the organization including Sales, Fulfillment teams, to name a few, in order to provide a comprehensive and seamless boarding experience.
What you’ll do:
- Prioritize and coordinate execution of requests for a timely and accurate service delivery.
- Process boarding requests based on information provided in Master Service Agreements, Application for Service or 3rd party platforms.
- Track/follow up on status of each request, keep Customers/Partner informed of request status and respond to questions or inquiries.
- Provide post-sales support required to deliver products and services, including installation, delivery, and maintenance.
- Coordinate customer requirements with internal teams and ensure that customer is set up for organization to deliver agreed upon product or service..
- Perform quality control on processed requests.
- Process boarding requests in Salesforce based on information provided in Master Service Agreements, Application for Service, manuals or 3rd party platforms.
- Prioritize and coordinate execution of requests for a timely and accurate service delivery.
What minimum experience you need to be eligible:
- +1 year experience servicing B2B North American clients via voice and email channels.(Business Care, Business Care Canada, Billing, Mortgage, Quality, Credentialing, ReCredentialing, Collections).
- +1 year knowledge in Salesforce and CRM systems.
- +1 year experience managing lead to cash value chain related processes.
- English skills both oral and written, minimum B2 level.
- High School Diploma completed.
- Typing speed of 35+ words per minute.
- +1 year of experience of Microsoft or G Suite applications (Excel, Sheets, PowerPoint).
What pluses could set you apart:
- Ability to analyze and solve problems across multiple scenarios.
- Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
- Ability to work effectively in a team.
- Experience working with large datasets, dashboards, data dictionaries, layouts, data formats, and data encoding. Additionally, experience with Linux, Python, and SQL and/or other programming languages is desired.
- Bachelor’s Degree (Business or Marketing majors are a plus).
- Experience in a financial or credit reporting agency.