Job Description
📋 Description Onboard 15+ new clients monthly onto our platform. Import, organize, and merge client data. Be primary contact for onboarding inquiries and requests. Manage client expectations and meet tight deadlines. Troubleshoot issues via phone and email. Advise clients on product usage and best practices. 🎯 Requirements Data analysis and project management exp preferred. Advanced Microsoft Excel skills. 3+ years on an implementation team. Excellent customer service skills. Strong written and verbal communication. Able to analyze financial data and troubleshoot. 🎁 Benefits Generous health coverage for you and family. 401(k) match after 60 days, 100% vested after 1 year. Employer contribution to HSA and an HRA. Flexible vacation; take what you need. Paid parental leave: 12 and 6 weeks respectively. Volunteer time off and mental health resources.
