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Client Onboarding Specialist

Remote:

Full Remote

Contract:

Full time

Experience:

Junior (1-2 years)

Work from:

Canada

Offer summary

Qualifications:

1+ years in Client Onboarding or similar role, Excellent organizational skills, Strong interpersonal skills, Attention to detail, Familiarity with business software.

Key responsabilities:

Onboard and enable new clients
Assist clients in onboarding employees
Manage client technical setup
Facilitate client-level support activities
Maintain client-facing onboarding documentation

ZayZoon Fintech: Finance + Technology Scaleup https://www.zayzoon.com

51 - 200 Employees

See more ZayZoon offers

Job description

WHO WE ARE

Our goal is to save ten-million hard-working employees ten-billion dollars. We are a values driven, well-funded, and fast-growing Financial Technology and HR company. We want to empower small and midsize businesses with financial tools that make them the place where people want to work.

We’ve created a financial empowerment platform that helps small but mighty HR teams make a big impact on employee financial wellness. ZayZoon is quickly becoming the employee financial wellness super-app that employees can’t live without, and employers are clamoring to offer to help attract and retain talent.

We are growing fast and have been recognized for rapid growth in the 2023 Deloitte Technology Fast 500 and Canadian Technology Fast 50 program! You can read more about it here.

The Role

The primary role of the Client Onboarding Specialist (COS) is to onboard and enable new clients by managing all technical components, providing product education, and fulfilling necessary collateral to promote product adoption. You will serve as the technical support subject matter expert, assisting the Client Account Management team as needed. As a COS, you will be on the front lines, enabling clients acquired by ZayZoon’s sales team. This role involves interacting with various internal team members and is pivotal to launching and ensuring the success of ZayZoon’s processes.

YOUR RESPONSIBILITIES:

Client Onboarding: Receive employer deals following Closed Won from the Employer Pipeline and execute all connectivity and fulfillment tasks as detailed in the Employer Rollout Pipeline deal stage.

Promotion Assignment: Assign promotions as necessary, based on the sales process.

Employee Onboarding: Assist clients in onboarding their employees onto ZayZoon.

Transition Management: Transition Employer Rollout deals to Client Account Management (CAM) for ongoing handling and additional growth via the Expansion Pipeline.

Client Support: Facilitate all client-level support activities through interactions with Customer Success, Client Account Managers, and Partner Success.

Technical Setup: Handle client technical setup, including deduction and direct deposit issues.

Tier 2 Support: Assist Tier 2 success team members as needed.

Task Management: Manage automated and scheduled tasks.

Crisis Management: Assist with managing client-wide implications of macro events (e.g., hurricanes).

Priority Onboarding: Onboard clients of particular size/priority through scheduled meetings and/or automated/virtual activities.

Documentation: Maintain and create client-facing onboarding documentation.

WHAT YOU BRING TO THE TABLE:

1+ years in a Client Onboarding or similar role in a SaaS or Tech focused environment

Excellent organizational skills

Strong interpersonal skills

Attention to detail and process

Motivation to achieve and consistently optimize key performance indicators

Familiarity with general computer systems and business software (e.g., Jira, Confluence, HubSpot, Excel, Word)

Basic knowledge of Application Program Interfaces (APIs) and/or prior experience in the technical implementation of products/services within the payroll/HCM industry is an asset

ANYTHING ELSE YOU MIGHT NEED TO KNOW

Candidates must be located in Canada to be considered.

We are organized as a remote team, as such we are looking for candidates who can work effectively remotely. You must have access to a secure high speed internet connection and a secure workspace to ensure security of private information. This role is available on a permanently remote basis.

Please be aware that as part of our final hiring process, we will conduct reference calls with previous managers and possibly other individuals. Additionally, due to the nature of our business, a criminal record check and a basic security clearance will also be required.

We wish to thank all qualified applicants for their interest in joining our team!

#LI-REMOTE