Client Onboarding Specialist

3 weeks ago


Charlotte, North Carolina, United States Innova Solutions Full time
Sales Onboarding and Customer Setup Coordinator

Innova Solutions is seeking a highly skilled Sales Onboarding and Customer Setup Coordinator to join our team. As a key member of our sales team, you will be responsible for managing the end-to-end client onboarding process, ensuring a smooth and efficient setup for our clients.

Key Responsibilities:
  • Manage client onboarding, supporting the Sales team, and coordinating with various stakeholders to ensure a seamless client setup process.
  • Collaborate with the Sales team to manage the pipeline of onboarding clients, establish priorities, and provide regular status updates to clients, Sales, Negotiation, and Operations teams.
  • Submit and track requests for account opening and new client onboarding.
  • Act as the central point of contact for all onboarding matters, driving execution and providing required documents.
  • Coordinate with the Negotiation Team to ensure all necessary documentation is in place.
  • Work closely with Operations to ensure timely account opening and resolution of any onboarding issues.
Requirements:
  • Excellent verbal, written, and interpersonal communication skills.
  • Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
  • Client Onboarding, Project Management, and Data Management experience.
  • Strong communication skills to interact with Sales, clients, and various teams.
  • Ability to manage multiple tasks and ensure timely completion of client setups.
  • Advanced Excel skills for tracking and reporting on onboarding status.
About Innova Solutions:

Innova Solutions is a leading provider of technology and business transformation solutions. We are committed to delivering exceptional results for our clients and providing a positive work environment for our employees.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please apply now.



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