Client Onboarding Specialist

3 weeks ago


Kingston, Canada Tribute Technology Full time

**ABOUT TRIBUTE TECHNOLOGY**:
At Tribute Technology, we make end-of-life celebrations memorable, meaningful, and effortless through thoughtful and innovative technology solutions. Our mission is to help communities worldwide celebrate life and pay tribute to those we love. We are transforming the funeral experience through industry-leading technology that provides personalization for families, as well as efficiency and profitability for funeral homes and obituary hosting services. Our comprehensive platform brings together software and technology to provide a fully integrated experience for all users. Tribute is a unique new model that brings the stability of B2B software PLUS the explosive growth and valuation of eCommerce. We are the market leader in the US and Canada, with global expansion plans and a growing international team of more than 400 individuals in the US, Canada, Philippines, and Ukraine.

Founded in 2008, we help funeral homes reach their communities through digital marketing. Our websites and marketing automation software combine easy-to-use technology with proven content to offer funeral homes a turn-key marketing automation solution. Best of all, members of their community benefit by receiving timely grief resources, much-needed end of life education, and better services in their time of need. Recently we joined forces with other funeral technology startups to create a formidable enterprise in the profession

**ABOUT YOU**:
The Client Onboarding Specialist will facilitate client projects, handle administrative tasks such as collecting documents and necessary information to create a solid foundation for project success. Working with a team of other project coordinators and a lead, you will ensure client success on our software platform management systems.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**:

- Manage client’s feedback and change requests, using the appropriate channels to direct technical changes to internal team
- Build and maintain relationships with clients while maintaining company core values
- Provide customer service assistance to questions and inquiries related to project production or system features
- Manage deadlines and workflow, to effectively move the project forward
- Coordinate and manage multiple projects and tasks at various stages, to productively keep client engaged and on track
- Work collaboratively with the production team to provide quality service ensuring client success
- Utilize programs such as Adobe, Salesforce, Word, Excel, among others
- Willingness to understand software products provided to clients to be able to assist inquiries

**KNOWLEDGE, SKILLS, AND ABILITIES**:

- Customer Service experience a must
- Strong communication skills: verbal, written, and internal among colleagues
- Prioritization and Organization
- Quality note keeping; Experience in CRM (Salesforce) preferred, Jira ticketing a plus
- comfortable computer skills; No coding needed
- Adaptability

**TRAVEL**:

- No travel required

**BENEFITS**:

- Competitive salaries
- Great benefits package
- An outstanding collaborative work environment
- We are committed to maintaining inclusive, barrier-free recruitment and selection processes and work environments. If you are contacted in relation to this or any other job opportunity or testing, please advise a representative in a timely manner of the accommodation measures which are required in order to enable you to be assessed in a fair and equitable manner. All information received relating to accommodation measures will remain confidential. Please note that we will not automatically consult accommodation requests from prior selection processes._



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