Onboarding Specialist Job Description
Onboarding specialist
provides support through the entire onboarding process of a rotating portfolio of homes, from signed contract to going live on the Vacasa website.
Onboarding Specialist Duties & Responsibilities
To write an effective onboarding specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included onboarding specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide full assistance to Front Office Prime Services personnel on a/c opening Client ID, CRM, and LCD processes
Understand and communicate a/c structures to Front Office Prime Services staff , liaise with Client (and sales personnel where appropriate) to obtain required information, and coordinate delivery of appropriate documentation to Client ID, CRM, or LCD as appropriate
Become subject matter expert on regulatory framework driving account opening processes for Prime Services, and keep abreast of associated changes
Understand and communicate importance of Ethics & Control surrounding CS a/c opening processes and procedures
Investigate and escalate potential breaches in account opening processes
Assist in training relevant Front Office personnel when required
Assist the Front Office implement projects related to static data maintenance, KYCS or other general a/c related requirements
Assist the Front Office implement projects related to regulatory changes, or associated remediation arising from regulatory changes
Provide guidance and/or training to customers on purchased products and provide progressive guidance throughout the onboarding process
Interact directly with customers to articulate best practices and to identify, resolve and document usage issues
Onboarding Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Onboarding Specialist
List any licenses or certifications required by the position: PHR, CTP, FIX, SSL, CFE, ISO, HDI, HR, PMP, CAPM
Education for Onboarding Specialist
Typically a job would require a certain level of education.
Employers hiring for the onboarding specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Human Resources, Business/Administration, Finance, Computer Science, Graduate, MBA, Associates, Technical
Skills for Onboarding Specialist
Desired skills for onboarding specialist include:
Able to speak to Vacasa offerings with homeowners
License/tax compliance
Overall property management processes
Photography/imaging
Utilization and rate management
Vacasa programs
Able to speak to Vacasa offerings – listing strength
Excel
Word
Current industry practices
Desired experience for onboarding specialist includes:
Utilize support tools to track cases and monitor key metrics
Advocate on behalf of the customer and collaborate with internal teams to identify Customer experience, service, product and process improvements that enhance and support ABILITY’s value proposition and customer engagement
Meeting regularly (weekly/bi-weekly) with business lines
Maintaining a working knowledge of AML and OFAC regulations and be able to relate them to SG policies and procedures
Applying the CIP, FATCA, and other regulatory requirements to new clients
Maintaining good working relationships with the business lines
Onboarding Specialist Examples
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Onboarding Specialist Job Description
Job Description Example
Our company is looking for an onboarding specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for onboarding specialist
- Administers the new hire survey
- Maintains the Ecosystem tool and other onboarding materials
- Assists with the coordination of new hire orientation
- Coordinates new leader onboarding
- Coordinates with and coaches hiring managers in their role in the onboarding process
- Coordinates with stakeholders to ensure continued program health and relevancy as the organization grows so the program stays current with organizational needs
- Creates and maintains reference materials and process documents, particularly as new processes are introduced
- Drives operational excellence and constant improvement by regularly evaluating employee feedback and metrics, and proposing solutions to further support their success
- Comply with local government requirements in a timely manner
- Prepare necessary bank documents /COBS applications to establish the banking relationship
Qualifications for onboarding specialist
- KYC or Onboarding related experience within a large investment bank
- Ability to work in a dynamic, deadline-focused environment
- Ability to partner with all infrastructure teams and business lines
- Accurately check through all billing details on a new Cloud account
- Call each customer that creates a Cloud account and verify sign up details
- Engage the customer to understand their Cloud needs, look for Hi-Potential triggers and liaise with Product Specialist and Cloud Mentors to assist further
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Onboarding Specialist Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of onboarding specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for onboarding specialist
- Capturing and effectively recording appropriate data into Bank systems in a timely manner
- Create and maintain structured and organized records for each client to monitor client contact and ongoing support needs - track and report missing documentation per bank policies
- Contact clients to obtain missing documentation, announce account opening , primarily via email and phones
- Proactively collaborate with Client Service, Relationship, Operations and Risk and Complaince Teams - keeping all appraised of progress throughout process until onboarding is complete
- Conduct trading solutions “run through”s and demonstrations
- Work closely with different features teams and infrastructure teams within Information Technology Department
- While not working directly with our merchants, this role will work directly with our Accounts, Support, and Underwriting teams to ensure merchants are setup accurately within all systems
- Being a subject specialist managing escalations, queries and change implementation
- Being responsible for the team inbox, ensuring all emails are handled in a timely manner
- Dealing with queries from contractors, hiring managers, recruiters and 2nd tier agencies to ensure the process moves to conclusion as quickly as possible
Qualifications for onboarding specialist
- Ability to work across multiple departments to accomplish tasks
- Look at ways to enhance the customer experience by adding value to team activities
- Help with driving and exceeding the AAA Cloud targets (Acquisition, Activation, Activity)
- Perform formalities validation on client documentation and data enrichment in core banking system
- Identify trends & common themes, and work with Line Manager to address gaps and opportunities
- Deliver continuous process improvements, in view of the changing operating and regulatory environment
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Onboarding Specialist Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of onboarding specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for onboarding specialist
- Supporting Team Leader if/when necessary in any operational activities
- Supporting the team on a daily basis with all general queries, including telephone calls / emails
- Working as a team on ad hoc projects and tasks throughout the week
- Managing training and mentoring of the team in line with established standards
- Ensuring the process is run accurately and according to agreed procedures and SLAs
- Ensuring that a high level of customer service in maintained including telephone calls and email management
- Being able to review and correct error logs, current contracts, timesheets errors
- Inducting, developing and coaching new members of the team
- Understanding the systems and processes used by Clients and act as point of escalation for the team on any “system” related queries
- Understand the goals and objectives of new clients and translate those needs appropriately through the onboarding process
Qualifications for onboarding specialist
- Take ownership of relevant procedures and ensure timely updates
- Ability to build strong working relationships with peers and leadership
- Proven ability to prioritize and manage time effectively
- Perform formalities validation on client documentation and data enrichment in system
- Identify trends / common themes and work with Line Manger to address those gaps
- Front ending in on-boarding process
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Onboarding Specialist Job Description
Job Description Example
Our growing company is looking for an onboarding specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for onboarding specialist
- Walk through and train clients in software platform and provide education (or proper resources) for all products and processes
- Extensive email and telephone communication with clients
- Follow the standard process and best practices to bring clients onboard and online in the stipulated timeframe
- Manage the provisioning process, including the creation of groups/users, custom objects/fields and page layouts
- Deliver end user training to clients, which may include technical personnel, senior and c-level executives and administrative staff
- Maintain a high level of process quality and consistency excellent relationship with the customer
- Guide new and recently refreshed vendors through the onboarding process, ensuring our vendors/partners fully understand the expectation of post-sale compliance, fulfillment, invoicing, and inventory set-up (Branded, VMF, TTS/Partnerships)
- Ensure all vendors adhere to full onboarding process prior to launch
- Monitor where vendors are in the onboarding pipeline and generate monthly recaps around the status of vendors in the onboarding process
- Act as OKL contact for new vendors during the onboarding process
Qualifications for onboarding specialist
- Knowledge and experience with online sales/CRM tools and technologies such as SalesForce and Gainsight
- On-boarding documentation verification
- Preparing daily and monthly reports
- 3-5 years of experience in on-boarding process
- Customer/people focus
- MS Office/Email
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Onboarding Specialist Job Description
Job Description Example
Our company is searching for experienced candidates for the position of onboarding specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for onboarding specialist
- Manage all post-trade show communication with new vendors and/or existing vendors with needed follow-up
- Ensure the Vendor Attribute Database is updated and accurate throughout the vendor lifecycle
- Facilitate edits/addendums to the Terms and Conditions
- Assist with general vendor how-to questions when it comes to systems or process
- Identify key topics to populate and draft monthly vendor newsletter with relevant material for vendor community
- Maintain Vendor Resource Center, ensuring all material is consistently up-to-date while increasing traffic to site
- Administer contracts and commission payments when needed
- Execute compliance chargebacks and field any subsequent vendor inquiries
- Own and manage Bay Area New Hire Orientation (NHO) and Day 1 experience
- The NHO roster
Qualifications for onboarding specialist
- Knowledge of local employment legislation
- Minimum of five (5) years of experience managing external client projects in the delivery of business consulting, systems development, and systems
- Solid understanding of DNS/VPN and familiarity of various network protocols relating to the displaying of web pages
- Ability to direct and coordinate efforts and actions across different functional service lines within the service unit to provide services as contracted by customer
- Attention to detail in document reviews system input
- Comfortable with file transmission processes and troubleshooting