Client Onboarding Specialist

6 days ago

Remote, Canada Payactiv Full time

Position:
Client Onboarding Specialist

Company info:
Payactiv

Has Contact with:
Customers, Sales & Marketing teams, Customer Support, Management

Estimated Start Date:

ASAP

Work Location:
Remote (GTA location preferred)

Job Type:
Full-Time

Compensation:
Competitive package

Group Benefits:
Yes

Education:
A bachelor's degree or relevant certifications preferred

Experience:
Minimum 2 years' experience in customer focused roles such as Customer Service, Account Management. Consumer finance or fintech experience preferred. Experience with CRM sales management tool is important. Strong communication, project management and organization skills.

Languages:
Fluent in English, proficiency in the French language preferred.

Other:
Must be eligible to work in Canada. Product, industry and technical training to start.

Company Profile


HR Options is providing recruiting support for Payactiv, a global technology-based financial services company headquartered in California aimed at improving the financial health of employees.

As the leader in the Earned Wage Access industry, Payactiv's mission is to end financial stress for lower income workers globally.


Position Summary


The Client Onboarding Specialist should be client-focused with strong communication and time management skills, possess some CRM ticketing experience, and be technically inclined.

The successful Onboarding Specialist will exhibit ownership of the onboarding experience, risk management, and internal communication.

Day to day activities will include assisting in sales calls to explain the activation and onboarding process, proactively anticipating client needs, and maintaining up-to-date records of all assigned accounts.


Key Responsibilities:

  • Exhibit ownership of onboarding experience and client satisfaction
  • Manage clear expectations and understanding by establishing clear timelines
  • Ownership of internal communication and status updates
  • Diligent awareness of risks in our processes in a timely manner
  • Ownership, escalation, and resolution of risk issues in a timely manner
  • Proactively anticipates client(s) needs and assesses risk
  • Maintain uptodate records of all assigned accounts (Salesforce)
  • Perform onboarding and followup calls with employers, at least once a week.
  • Assist in sales calls to explain the activation and onboarding process
  • Communicate requirements to the engineering team
  • Work in sync with the account management team

Personality Profile:

  • Confident communicator, both written and verbal (being a liaison with customers is an essential element of this role)
  • Excellent organization and time management skills
  • Friendly, dynamic and enthusiastic disposition
  • The ability to listen and respond to clients is essential
  • An innovative thinker, continually looking for ways to influence and drive the business forward.
  • Strong organizational skills

Education/Work Experience

  • Bachelor's degree or relevant certifications preferred
  • Minimum 2 years experience in customer focused roles such as Customer Service, Account Management
  • Project Management experience an asset
  • Experience in financial services/banking is an asset

Skills and Knowledge

  • Discipline to manage multiple accounts
  • Ability to understand the customer's needs
  • Excellent experience with MS Office (Proficient in Excel). Salesforce or HubSpot CRM experience is important.
  • Strong verbal and written communication skills
  • Good administrative and management abilities
  • Strong organizational skills
while managing multiple tasks or projects

  • Software troubleshooting experience
  • Ability to work as part of a crossfunctional team
  • Detail oriented and consistently delivers highquality results
  • Intermediate problemsolving and conflictresolution skills
  • Proficient with MAC and Windows
  • Fluent in English, French language skills preferred
Thank you for your interest.

Work Location:
Remote

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