Current jobs related to Onboarding Specialist I, Payments - Dallas - AppFolio, Inc
-
Customer Onboarding Specialist
2 months ago
Dallas, United States MealSuite Full timeJob DescriptionJob DescriptionMealSuite, 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...
-
Onboarding Specialist
10 hours ago
Dallas, Texas, United States Assist Services, LLC Full timeJob OverviewWe are seeking a highly organized and detail-oriented professional to join our team as an Onboarding Specialist. This role reports directly to the Onboarding Manager and will collaborate regularly with the recruitment, operations, and compliance teams.Key ResponsibilitiesFacilitate large group new hire orientations to ensure a smooth onboarding...
-
Client Onboarding Specialist
3 weeks ago
Dallas, Texas, United States Anderson Injury Lawyers Full timeJob 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...
-
Onboarding Specialist
1 week ago
Dallas, Texas, United States Altruist Full timeAbout AltruistAltruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing. Our mission is to make financial advice better, more affordable, and accessible to everyone.Job SummaryWe're seeking a highly experienced...
-
Onboarding Specialist
4 weeks ago
Dallas, Texas, United States WFS Full timeAbout WFS WFS is a dynamic and growing company that values its employees and fosters a positive work environment. We are committed to providing our team with opportunities for growth, development, and recognition. Job Summary As an Onboarding Specialist, you will play a crucial role in ensuring a smooth and welcoming experience for new hires joining our...
-
Onboarding Coordinator
1 week ago
Dallas, Texas, United States MGA Homecare Full timeMGA Homecare is seeking a highly organized and detail-oriented Onboarding Specialist to oversee the entire onboarding and offboarding processes. As a key point of contact, you will provide exceptional customer service, manage necessary documentation, and coordinate with various departments to ensure compliance with employment laws and company policies. Your...
-
CS - Deploy Rep I
3 months ago
Dallas, United States Talus Payments Full timeJob DescriptionJob DescriptionJob Summary:The Deployment Representative is responsible for loading, programming, testing, packaging, and shipping Point of Sale (POS) equipment to Talus merchants.Essential Job Functions: Review and audit tickets/work orders received through work queuePulling and preparing product for shipmentProgram, download and test POS...
-
DB Payment Analyst I
1 month ago
Dallas, United States Milliman Full timeWho We Are Independent for 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Through a...
-
Financial Services Onboarding Specialist
3 days ago
Dallas, Texas, United States Level Four Wealth Management Full timeAbout 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 operations 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...
-
Accounts Payable Specialist
4 days ago
Dallas, Texas, United States Smith & Howard Full time{"title": "Accounts Payable Specialist", "company": "Smith & Howard", "location": "Dallas, TX", "type": "Full-Time, Permanent", "pay_rate": "$28-$33/hour", "overview": "Opportunity to join the accounting team for a leading manufacturing company based in Dallas, TX. We pride ourselves on our commitment to quality and innovation in the industry.", "summary":...
-
Digital Engagement and Onboarding Coordinator
1 month ago
Dallas, United States Spectrum Financial Group Full time $45,000 - $55,000Job DescriptionJob DescriptionUse your talent for connection.Invite people in and help extend our impact.As a financial services company, our work is critical to the financial wellbeing of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future.Our recruiting effort...
-
Customer Experience Specialist I
3 days ago
Dallas, Texas, United States Southwestern Health Resources Full timeCustomer Experience Specialist I Job SummaryWe are seeking a highly skilled Customer Experience Specialist I to join our team at Southwestern Health Resources. As a Customer Experience Specialist I, you will be responsible for providing exceptional service to our health plan members, prospective members, sales agents, and healthcare providers.Key...
-
Account Specialist I
1 week ago
Dallas, Texas, United States Aon Full time{"title": "Account Specialist I", "description": "Job SummaryAon is seeking an Account Specialist I to join our General Industry team in Dallas. This hybrid role will be based out of our Dallas, TX office and will involve assisting Account Executives and Associate Account Executives on assigned accounts.Key ResponsibilitiesManage key processes that serve...
-
Client Support Specialist
3 weeks ago
Dallas, Texas, United States Talus Payments Full timeJob OverviewPosition Summary:The Customer Service Representative role acts as a crucial link between Talus Payments and its clientele, managing both incoming and outgoing customer interactions through calls, chat, and written communication. An ideal candidate will possess exceptional verbal and written communication abilities, take ownership of resolving...
-
Client Support Specialist
3 weeks ago
Dallas, Texas, United States Talus Payments Full timeJob OverviewPosition Summary:The Customer Service Representative role acts as a vital connection between Talus Payments and its clientele by managing both incoming and outgoing customer service communications, including calls, chats, and written messages. A successful candidate will possess exceptional communication abilities, take responsibility for...
-
Client Support Specialist
4 weeks ago
Dallas, Texas, United States Talus Payments Full timeJob OverviewPosition Summary:The Customer Service Representative role acts as a vital connection between Talus Payments and its customers, managing both incoming and outgoing service communications through calls, chat, and written messages. The ideal candidate will possess exceptional communication abilities, take ownership of resolving customer inquiries,...
-
Customer Experience Specialist I
1 week ago
Dallas, Texas, United States Southwestern Health Resources Full time{"title": "Customer Experience Specialist I", "description": "**Delivering Exceptional Healthcare Experience**As a Customer Experience Specialist I at Southwestern Health Resources, you will play a vital role in providing exceptional service to our health plan members, prospective members, sales agents, and healthcare providers. Your primary responsibility...
-
Customer Support Specialist
2 days ago
Dallas, Texas, United States EVO Payments International Full timeJob Title: Customer Support RepresentativeAbout the Role:We are seeking a highly skilled and customer-focused Customer Support Representative to join our team at EVO Payments International. As a key member of our customer support team, you will be responsible for providing exceptional support to our merchants, ISOs, and other stakeholders.Key...
-
Customer Support Specialist
7 days ago
Dallas, Texas, United States EVO Payments International Full time{"**Job Summary**As a Customer Support Representative at EVO Payments International, you will play a vital role in delivering exceptional customer experiences. Your primary responsibility will be to interact with merchants, Independent Sales Organizations, and other stakeholders to provide information about products and services, resolve account inquiries,...
-
Account Specialist I
2 weeks ago
Dallas, Texas, United States Aon Full time{"title": "Account Specialist I", "description": "Job SummaryAon is seeking an Account Specialist I to join our General Industry team in Dallas. This hybrid role will assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients and undertaking client-facing and internal activities related to these...
Onboarding Specialist I, Payments
4 months ago
Description
Hi, We’re AppFolioWe’re innovators, changemakers, and collaborators. We’re more than just a software company – we’re pioneers in cloud and AI who deliver magical experiences that make our customers’ lives easier. We’re revolutionizing how people do business in the real estate industry, and we want your ideas, enthusiasm, and passion to help us keep innovating.The Onboarding Specialist I, Payments & Screening role is a blend of dedicated customer service and focused project management skills. You will work with a driven and collaborative team to provide distinctive service and product expertise to our customers, and support their business needs with the use of our Payments & Screening services.Your impact Provide a smooth and efficient onboarding experience assisting our customers in setting up AppFolio’s Online Payments & Screening platforms for their business. Serve as a knowledgeable point of contact for clients during the implementation of core software and value added services while conducting regular project meetings to review goals, share milestones, and ensure progress is being made at every stage of the project. Develop and hone your business acumen & use customer service expertise to provide our customers with an effortless, joyful, and personalized customer experience helping them realize the value of their investment on day one. As part of our team, you’ll have the chance to work both independently and cross collaboratively with members of the Onboarding, Underwriting, and Compliance teams to ensure customer success. Proactively identify and mitigate project risks to minimize disruptions and ensure project success. Qualifications If you have passion for problem solving, a huge commitment to delighting customers, and are hard-working and self-driven, we want to meet you Previous customer service industry experience with a strong service orientation. Our most successful folks have attention to detail, great organization and multitasking skills, and are able to adapt to change and new challenges. Exceptional customer focus, relationship-building skills, and a “do whatever it takes” attitude. High degree of flexibility, effective time management, and adaptability to change. Great judgment and problem solving skills. Friendly, professional written and verbal communication skills. Analytical capabilities. Ability to work cross-functionally in a dynamic environment. Must have BA/BS degree or equivalent work experience required. Proficient knowledge of the Microsoft Office suite and the Google Suite. Advanced proficiency with technology, experience using SalesForce is a plus. Compensation & BenefitsThe base hourly wage that we reasonably expect to pay for this role is: $21 - $26.50The actual base salary/hourly wage for this role will be determined by a variety of factors, including but not limited to: the candidate’s skills, education, experience, etc.Please note that base pay is one important aspect of a compelling Total Rewards package. The base pay range indicated here does not include any additional benefits or bonuses/commissions that you may be eligible for based on your role and/or employment type. Regular full-time employees are eligible for benefits -
Why AppFolio
Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves.
Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills.
Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities.
Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.
Paddle as One.
