Current jobs related to Customer Onboarding Specialist - Dallas - MealSuite

  • Customer Onboarder

    4 days ago

    Dallas, United States First Line Defense Full time

    Onboarding SpecialistSeeking individuals who are driven passionate self starters people people organized detail oriented For the role of onboarding specialist in a rapidly growing company! The onboarding specialist would be responsible for onboarding clients with their new software with FLD walkingThem through their product options and helping them make...

  • TXL Onboarding Specialist

    2 weeks ago

    Dallas, Texas, United States Network Funding Full time

    Job Details Job Overview We are seeking a highly skilled and experienced professional to join our team at Network Funding as a TXL Onboarding Specialist. Responsibilities * Assist in the onboarding process for new mortgage professionals * Coordinate job details and ensure a smooth transition for new hires * Collaborate with the team to identify and...

  • Corporate Onboarding Specialist

    7 days ago

    Dallas, Texas, United States MGA Homecare Full time

    Job DescriptionMGA Homecare is seeking a highly organized and detail-oriented Onboarding Specialist to oversee the entire onboarding and offboarding processes. This role requires strong collaboration with internal stakeholders to ensure a seamless and efficient experience for new hires.Key Responsibilities:Maintain effective communication with all office new...

  • SaaS Support and Onboarding Specialist

    2 weeks ago

    Dallas, United States iDesign Full time

    This application requires video responses. If you have issues with the video response questions, please use the video response FAQ page for troubleshooting ideas iDesign is currently looking for qualified SaaS Support and Onboarding Specialist to join our team. This is a part-time, hourly, 1099 contract position. 15 or more hours per week of daytime and...

  • Client Onboarding Specialist

    2 months ago

    Dallas, Texas, United States Anderson Injury Lawyers Full time

    Job OverviewAnderson Injury Lawyers is a reputable personal injury law firm with a strong presence in Dallas and Fort Worth. With over 17 years of experience, the firm has established itself as a trusted partner for individuals seeking justice and compensation for their injuries.We are seeking a highly skilled and detail-oriented Intake Specialist to play a...

  • SaaS Support and Onboarding Specialist

    2 weeks ago

    Dallas, Texas, United States iDesign Full time

    About the RoleiDesign is seeking a highly skilled SaaS Support and Onboarding Specialist to join our team. As a key member of our support team, you will play a crucial role in ensuring our clients have a positive and seamless experience with our SaaS solutions.ResponsibilitiesOnboarding Support: Assist with onboarding new clients, providing guidance and...

  • PWM Client Onboarding Specialist

    6 days ago

    Dallas, Texas, United States Paladin Consulting, Inc Full time

    Job Title: PWM Client Onboarding SpecialistJob Summary:Paladin Consulting, Inc is seeking a skilled PWM Client Onboarding Specialist to facilitate account opening and account maintenance for PWM Clients while providing superior client service and subject matter expertise to our business partners.Key Responsibilities:* Understand the different client account...

  • Financial Professional Onboarding Specialist

    2 days ago

    Dallas, Texas, United States Hilltop Securities Inc. Full time

    About the RoleHilltop Securities is seeking a skilled Advisor Transitions Specialist to join our team in Dallas, Texas. This role is responsible for new advisor onboarding, training, and coordination to ensure successful financial professional transitions within the Momentum Independent Network (MIN) and Private Client Group (PCG).Key ResponsibilitiesWork...

  • Financial Professional Onboarding Specialist

    1 week ago

    Dallas, Texas, United States Hilltop Securities Inc. Full time

    About the CompanyHilltop Securities Inc. is a leading financial services company that provides a range of investment banking and related financial services to individuals, businesses, and communities. Our company is built on the principles of building noble and collaborative relationships that enrich the financial future of our clients.About the RoleWe are...

  • Business Analyst

    3 weeks ago

    Dallas, United States Stavtar Solutions Full time

    Stavtar Solutions is a financial software company headquartered in New York with employees in the United States and India. Founded by Financial and Technology professionals from the alternative asset management industry, Stavtar is well-versed in the marriage of people, processes, and technology. Stavtar's product, StavPay, has revolutionized how complex...

  • Business Analyst

    3 weeks ago

    Dallas, United States Stavtar Solutions Full time

    Stavtar Solutions is a financial software company headquartered in New York with employees in the United States and India. Founded by Financial and Technology professionals from the alternative asset management industry, Stavtar is well-versed in the marriage of people, processes, and technology. Stavtar's product, StavPay, has revolutionized how complex...

  • Customer Success Specialist

    2 months ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 24 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck. WHO YOU ARE You are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...

  • Customer Success Specialist

    3 months ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 24 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck.WHO YOU AREYou are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...

  • Customer Success Specialist

    3 months ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 24 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck.WHO YOU AREYou are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...

  • Client Onboarding Specialist

    1 week ago

    Dallas, Texas, United States Strategic Staffing Solutions Full time

    Job Description:Strategic Staffing Solutions is seeking a highly skilled Client Onboarding Analyst to join our team. As a key member of our onboarding process, you will be responsible for ensuring seamless client onboarding experiences.Key Responsibilities:Conduct thorough due diligence reviews of new client screening for Anti Money Laundering & Know Your...

  • Client Onboarding Specialist

    1 week ago

    Dallas, Texas, United States Strategic Staffing Solutions Full time

    Job Summary:Strategic Staffing Solutions is seeking a highly skilled Client Onboarding Analyst to join our team. As a key member of our financial services team, you will be responsible for ensuring a seamless onboarding experience for our clients.Key Responsibilities: Conduct thorough due diligence reviews of new client screening to ensure compliance with...

  • Onboarding Project Coordinator

    6 days ago

    Dallas, Texas, United States MarketSource Full time

    Job Description:MarketSource, Inc. is a leading provider of integrated sales and marketing solutions to Fortune 500 companies. We offer a dynamic environment that fosters creativity and provides opportunities for personal and professional growth.The Onboarding Project Specialist is a key role responsible for delivering a high-quality onboarding experience...

  • Financial Services Onboarding Specialist

    1 month ago

    Dallas, Texas, United States Level Four Wealth Management Full time

    About the RoleWe are seeking a highly organized and detail-oriented Advisor Onboarding Manager to join our team at Level Four Wealth Management. As a key member of our team, you will be responsible for managing the onboarding process for new advisors and 1099 personnel, ensuring a seamless transition to our firm.Key ResponsibilitiesManage staff in the...

  • Corporate Onboarding Coordinator

    7 days ago

    Dallas, Texas, United States MGA Homecare Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented individual to fill the role of Corporate Onboarding Coordinator. In this position, you will be responsible for overseeing the entire onboarding and offboarding processes, ensuring a seamless and efficient experience for new hires. You will serve as a key point of contact, providing...

  • Customer Success Specialist

    1 week ago

    Dallas, Texas, United States AED123 Full time

    About AED123AED123 is a rapidly growing company that provides businesses and organizations with Automated External Defibrillator (AED) services. Our mission is to make a meaningful impact on people's lives by ensuring that AEDs are properly maintained and easily accessible.Job DescriptionWe are seeking a highly motivated and organized Customer Success...

Customer Onboarding Specialist

3 months ago

Dallas, United States MealSuite Full time
Job DescriptionJob Description

MealSuite, an Inc. 5000 Fastest-Growing Company, is a privately owned SaaS organization comprising 140+ team members across the globe, with hub locations in Cambridge, ON, Canada, Dallas, TX, USA, and Ho Chi Minh City, Vietnam. Our suite of end-to-end foodservice technology solutions helps professionals across healthcare and aging services streamline their operations, save time, reduce food waste, and meet regulatory requirements, so they can focus on what matters most: improving the quality of patient and resident care.

We’re looking for our next Customer Onboarding Specialist to develop and implement best practices to drive optimized business outcomes for the customer throughout the implementation project.

The Customer Onboarding Specialist will set customers up for immediate success by facilitating the implementation process for new accounts, educating new customers, solving technical problems (during implementation), and ensuring smooth adoption of our products and services.

A day in the life as an Onboarding Specialist:

  • Prepare and deliver customer implementation project plans
  • Provide detailed account walkthroughs of what success will look like post launch
  • Clearly communicate account setup requirements and expectations with customers and other key stakeholders
  • Create, deliver, monitor, and update user training plans based on customer needs
  • Educate customers on MealSuite’s toolkit, capabilities, and best practices to simplify adoption and align expectations
  • Document customer implementation needs, requests, and questions in internal systems, and communicate salient information to stakeholders as needed
  • Ensure customers receive superior service; develop and strengthen relationships with both new and existing customer stakeholders
  • Leverage feedback for continuous improvement to the onboarding process
  • Maintain strong knowledge of MealSuite systems and offerings
  • Collaborate with Sales, Finance, Operations, and Engineering teams
  • Collaborate with Account Management and Support teams to smoothly transition customer accounts after implementation is complete

If the below describes your knowledge, experience and character, then this role could be for you:

  • I have prior experience with customer implementation
  • I am proficient in Microsoft Office Suite or related software
  • I have a desire to work in a fast-paced, growth-oriented environment
  • I possess effective and professional written and verbal communication skills
  • I have excellent interpersonal skills and positive attitude
  • I exercise great attention to detail
  • I am able to multi-task and adapt to different systems
  • I can deliver training sessions that are organized and understandable
  • I am able to listen carefully to information provided by customers and ask clarifying questions to ensure proper use of MealSuite tools
  • I’m willing to travel and have a valid passport and no travel restrictions that limit my ability to cross the border between Canada and the USA (and Vietnam if required for role)
  • I thrive in an agile environment that is constantly changing and encourages team members to collectively collaborate and communicate
  • I love to be directly involved in projects and initiatives that offer continued learning and endless opportunity to express my ideas and build my leadership skills

We know imposter syndrome can be REAL when applying for a new role, but please don't let the confidence gap prevent you from taking a leap and applying for your dream job. Your future self will thank you

More to love about working at MealSuite:

  • We are passionate people that care about others. The heart of what we do comes down to our mission to Deliver smiles and satisfaction to the continuum of care through an all-in-one foodservice management technology. Learn more about what we do here.
  • We’ve built a progressive culture that values teamwork and innovation. We listen to all voices and entrust team members with tasks that make a significant impact on the communities we serve.
  • We’re growing sustainably. A career with MealSuite offers the innovation and agility of a startup matched with the stability of an established company in a growing industry.
  • We take care of our employees too Here are just a few of the great +things we offer:
    • Unlimited paid time off – yeah, you read that right We trust our employees to build their own version of balance so they can bring their best every day.
    • Health benefits – this includes medical, dental, and vision options, life & disability insurance, paid maternity and parental leave, and an on-site gym.
    • Hybrid flexibility – we value the collaboration, mentorship and learning that come from physically working next to one another, as well as the benefits that remote work can offer.
    • Work-life balance – this is supported by the fact that more than 90% of current employees agree that their leader supports their wellbeing.
    • An inclusive workplace – women account for 53% of our employees and 58% of people leaders.
    • Participation in our equity program and 401(k) plan – we are committed to helping you plan for your future
    • Opportunities for career development and advancement – we support our employees in pursuing and achieving their professional goals.
    • Purposeful work with a positive community impact – more than 90% of our North American employees agree that the company’s purpose aligns with their personal values. Learn more about our values at MealSuite.com/Careers.

This role will require you to work in our office located in Dallas, TX, up to 2 days a week. More than an hour away from the office location? Apply anyway, and we can talk through your options

Have we got your attention? Great Here’s what’s next:

Apply today with your resume and answers to our application questions.

We’ll start reviewing candidates within two weeks of this position being posted and will reach out to you if we’d like to get to know you a bit better. We often get hundreds of applications for our roles (we feel very honored that so many people are interested) and try our best to get back to each person. If there’s a delay in our response, please don’t think we’ve forgotten about you. We may be taking our time to thoroughly review each candidate before deciding who to interview.

We want to ensure that every qualified individual has an equal opportunity to work with us. If you require accommodation to our application process, please contact hr@mealsuite.com.