Onboarding Specialist

2 months ago

Roswell, United States OTR Solutions Full time
Job DescriptionJob Description

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016

As a Onboarding Specialist, you will be responsible for supporting the sales department in bringing on new business. This position will be responsible for prospecting new clients, following up on leads, and educating potential clients on the services and benefits OTR is able to offer.

Responsibilities:

  • Manage the account set up, onboarding process, and administrative tasks for new clients
  • Effectively identify potential customers from research, networking, trade shows, etc.
  • Make daily calls to carriers to generate new leads and follow up on potential new business
  • Reach out to dispatchers, compliance agencies, insurance companies, and other industry partners to foster inbound referral sources and build networks
  • Collaborate with Underwriting, Finance, Operations, and other departments to ensure we are bringing on value clients
  • Maintain client relationships and provide ongoing customer service as needed

What we look for:

  • Bachelor's degree in Business or related field
  • Proficiency in MS Excel and related computer knowledge
  • Exceptional communication, negotiation, and problem-solving skills
  • Competitive, hard working nature with a strong sense of urgency
  • Team player with multi-tasking and prioritizing abilities
  • Strong Customer Service skills
Perks and Benefits:  OTR provides a competitive, comprehensive compensation package for our full-time employees:   
  • Eligibility for Individual and Company bonus programs 
  • Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability 
  • Pet Insurance, Paid Family Leave, Employee Assistance Program 
  • Fully Paid Maternity Leave 
  • 401(k) with Company Matching 
  • Generous PTO, Sick/Mental Health Days, Flex Holidays + Company Paid Holidays
  • Travel Stipend to support Work Life Balance
  • Leadership Development and Training
  • Continuous Learning + Professional enhancements
  • Weekly Catered Lunches + Casual Dress Code
  • Company Paid Fitness Membership 
  • Volunteer Days and Opportunities with Company-Partnered Charities 
  • Internal Inclusion programs

OTR's mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer

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