Client Onboarding Specialist

**What's Bench? Check us out in** Medium, Betakit, Financial Post, our Instagram, and our Life at Bench Blog. - We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh _(Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations._ Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses. Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable. We're growing fast, and we're looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it's like to work at Bench and read more about our business here **What does the Onboarding Team look like?** The Onboarding Team is laser-focused on client experience and the teams' mandate is to set clients up for a successful relationship with Bench. As a member of this team, you'll play a key role in working with our new and current clients. You'll be one of the first people at Bench delivering value to our clients as you set up their accounts, walk them through what to expect from our services, and set clear expectations that will allow for seamless bookkeeping moving forward. **What you'll get up to**: - You'll be on the phone with clients - a lot Onboarding Specialists are expected to talk all things Bench with up to 5 clients a day and it'll be up to you to bring passion and expert knowledge to our growing client base. - You'll be taking ownership of an ever-changing portfolio of clients that will rely on you to set up their accounts, explain our service, and you'll be answering any questions they might have about our services. Whatever they need, you'll be their initial advocate within the business to provide them what they need to succeed. - Collecting and certifying key documentation from clients in your portfolio to ensure accuracy and ongoing compliance of their monthly and annual financial insights. - Organize internal stakeholders to provide solutions for client issues. Not every new client's onboarding experience ends with their first call and you'll need to liaise with different teams to check in and make sure client needs are being met. - You'll grow your tech skills by managing your workflow, using multiple software tools like Salesforce, Salesloft, RingCentral, Google Sheets, and the Bench App. - Bench is a growing business and with that growth comes the need for process development and constant feedback. You'll be working with your peers and leaders to continuously iterate in developing an effective and efficient service. **What you'll need**: - **Client-first Mentality**:The best reps on our team go the extra mile for our clients and will take the extra time to ensure that the client's needs are addressed properly. This means digging deep into client issues and providing clear solutions that will positively impact the client's experience. - **Communication**:Clear and concise communication (verbal and written) makes sure we're efficiently passing messages between clients and internal stakeholders. You'll also need to consistently communicate value to clients and lead with the "why" when asking clients and others to perform actions. - **Organization**:Members are responsible for self-organizing and tracking the progress of their work. The ability to organize your workflow, create efficiencies, and prioritize work allows reps to widen their impact across our client base. Multi-tasking and time management lead to strong results on the team **It could be an even better fit if you**: - **Agile**:You'll be supporting process iterations with respect to the onboarding team and, as a result, will need to adapt to new situations, workflows, and client problems. Fast learners who can pivot quickly and people who have experience working in fast-paced environments are a major plus - Have prior experience in Customer Success or Customer Service using CRM tools such as **Salesforce, Jira, and Slack.**: - Prior experience in Customer Success or Customer Service. **What you'll get**: - At Bench, we share information freely and openly whenever possible. All Onboarding Specialists will start at a base salary of $44,500. From there, with Variable Pay, the On Target Earnings (OTE) for the role is $50,500 - In addition, we offer an extended benefits package that includes paid vacation, paid flex days, and full health, dental, and vision. - You'll get access to Inkblot Therapy's Employee and Family Assistance Program (EAP) that offers counseling and support,