Client Onboarding Specialist

1 week ago


New York, New York, United States Upwardly Global Full time
Client Onboarding Specialist

Job Title: Client Onboarding Specialist
Department: Programs
Reports to: Program Director
Schedule: 40 hours per week. Hybrid (2 days out of the office)
FSLA: Non-exempt

About the Organization
Upwardly Global is dedicated to assisting skilled job seekers in their journey towards fulfilling, well-paying careers. The organization operates in key markets across the United States and fosters a diverse and inclusive environment where every voice is valued.

Position Overview:
The Client Onboarding Specialist plays a crucial role in evaluating potential clients, facilitating the onboarding process for qualified candidates, and delivering administrative and operational support for nationwide initiatives.

Key Responsibilities:

  • Conduct initial screening calls with prospective candidates
  • Connect job seekers with career coaches
  • Uphold national standards for online application processes
  • Perform data entry tasks within Salesforce

Required Knowledge and Skills:

• Bachelor's Degree is preferred

• Familiarity with Salesforce database is advantageous

• Excellent customer service and organizational abilities

• Capacity to work independently as well as collaboratively

• Flexible availability

*Salary Range Disclaimer: The salary range provided is an estimate; actual compensation may vary based on factors such as location and experience. Benefits include paid time off, medical insurance, and a retirement plan.

Upwardly Global is an equal opportunity employer, committed to fostering a diverse workplace.



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