Onboarding Specialist

St. Louis, MO

Full Time

Learning & Development

Entry Level

Reports To: Group Manager, Professional Services
Department: Learning & Development

BAI and RMA have come together as ProSight Financial Association, an organization whose purpose is to empower financial services leaders to strengthen and advance the industry. The strategic combination of two influential non-profit organizations brings together BAI’s expertise in serving the retail banking and regulatory compliance functions and RMA’s experience in serving the commercial banking and risk management functions. Our industry-leading offerings include: research & comparative analytics, decision support tools, learning and development, thought leadership, large industry events and executive peer sharing roundtables and forums.

The Onboarding Specialist is responsible for the success of new customer implementation (“onboarding”) activities. The Onboarding Specialist conducts consultative calls with customers pertaining to implementation activities and supports scheduling of tasks required to implement a customer within the Policy Management System (LMS) and the Policy Manager tool.

Responsibilities

Work closely with internal sales and contracts personnel in the activities associated with a customer’s transition from contract signing through system set‐up, implementation, and training
Schedule and monitor all new customer implementation activities; schedule and monitor current customer system implementation activities associated with LMS functionality and Policy Management functionality
Provide new customer training as part of the onboarding process; provide training for customers who have contracted for expanded products and/or services
Schedule and conduct new customer consultative calls
Work with the Customer Success Manager, Account Management in all follow‐up consultative calls pertaining to import of customer information and development of any specialized customer-related themes and logos
Work with the Customer Success Manager, Account Management to perform all quality assurance and testing for customer imports
Monitor the overall process and service levels, and provide reports, pertaining to the status of the activation and the deactivation of customers within the LMS or Policy Management tool
Assist other Customer Success Manager team members as needed including, but not limited to, providing Tier 1 Technical Support for external customers and training and demos, as required
Perform post onboarding follow up calls on Policy Manager client adoption

Requirements

Bachelor’s degree preferred or equivalent years of education and related work experience
1‐3 years’ experience in related discipline(s): education/training, support, product management, process management, or information technology
Strong project management skills; ability to handle multiple tasks/projects under tight deadlines
Ability to understand customer needs and conduct consultative conversations
Orientation toward identifying and implementing process improvements
Strong analytical, oral and communication skills; strong customer service skills
Strong computer skills, proficient in Word, Excel and Microsoft Outlook
Experience working with software and/or technology applications
Experience working with projects that require tracking

The salary range for this position is $55,000 - $70,000. Compensation offered will be determined by skills, experience, education, job-related knowledge and market considerations. This role is eligible for an annual incentive plan based on business results and individual performance.

ProSight offers an outstanding benefit package including comprehensive insurance coverage, a 401(k) plan with company match, flexible time off programs, a hybrid work model, and bonus potential with the ability to work in a collaborative, team-oriented environment.

We are a hybrid organization, offering employees flexibility to work remotely while fostering in-person collaboration when needed. We are initially prioritizing candidates located in or near Philadelphia, PA; Chicago, IL; and St. Louis, MO to support team connectivity through periodic in-person meetings and collaboration sessions. If a strong match is not found within these regions, we will expand our search to include candidates in other locations.

ProSight will not sponsor applicants for work visas and as a precondition of employment, you must be authorized to work in the United States permanently.

To learn more about our company please visit www.prosightfa.org, www.bai.org, and www.rmahq.org

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Onboarding Specialist

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