USIS Provisioning & Due diligence - Sales Analyst- Entry

You will act as the point of contact for internal and external customer onboarding requests.
Work closely with stakeholders across the organization including Legal, Security and Fulfillment teams, to name a few, in order to provide a comprehensive and seamless boarding experience.

What you’ll do

• 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 SaleForce 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.

• Track/follow up on status of each request, keep Customers/Partner informed of request status and respond to questions or inquiries.

What experience you need:

• 1 year experience servicing B2B north-american clients via email channels. (Business Care, Business Care Canada, Billing, Mortgage, Quality, Credentialing, ReCredentialing, Collections)

• 1 year knowledge in SalesForce boarding applications.

• 1 year experience managing lead to cash value chain related processes. 

• English skills both oral and written (B2+)

• High School Diploma.

• Type 35+ words per minute.

• Proficient PC skills, including Excel, Word and or GSuites apps.

What could set you apart:

• AI knowledge.

• UiPATH knowledge.

• Experience managing SF, EM, ARIS cloud. 

• Knowledge of Microsoft or G suite pages (Excel, PowerPoint).

• Ability to work effectively in a team.