Client Onboarding Specialist
2 - 5 years
Houston, TX
Full-time
Hybrid
1 month ago
About the role
ValueLink Software provides the industry-leading property appraisal management technology for Lenders, Appraisal Management Companies and Appraisers to easily manage and track orders in real time while ensuring regulatory compliance.
Client Onboarding Specialist is responsible to assist with onboarding new clients and facilitating existing clients with navigating features on our platforms. This role will be managing the client relationship from inception to onboarding/migration to ValueLink platforms, providing training to users, assisting with data cleanup and data load and hand-off the client to the ValueLink support teams once onboarding is complete.
Priorities & Deliverables:
These priorities will be achieved by:
Qualifications:
Hybrid Work Details : 5 days a week (Required 3 days onsite).
Client Onboarding Specialist is responsible to assist with onboarding new clients and facilitating existing clients with navigating features on our platforms. This role will be managing the client relationship from inception to onboarding/migration to ValueLink platforms, providing training to users, assisting with data cleanup and data load and hand-off the client to the ValueLink support teams once onboarding is complete.
Priorities & Deliverables:
- Gain expert knowledge of the ValueLink platforms
- Be single point of contact for assigned clients
- Obtain all necessary information for client onboarding
- Work with our development teams to complete customizations requested by clients
- Communicate with clients in a clear and timely manner
- Provide training and assistance to clients as needed during the onboarding process
These priorities will be achieved by:
- Operating with the utmost integrity and professionalism, both internally and externally, in every aspect of your job. This means you are expected to put the interests of our customers as a top priority, and are expected to conduct yourself and your business in a way that builds trust and credibility for ValueLink and yourself
- Managing all onboarding processes using available tools like JIRA, Excel and OneNote
- Training clients on-site and virtually using tools like Zoom and Microsoft Teams
- Responding to questions or requests of customers as appropriate
- Providing regular updates on any customer developments, feature requests, complaints, etc.
Qualifications:
- Exceptional verbal and written communications skills
- Desire to build and maintain relationships
- Ambitious and hardworking
- Works well in a fast-paced team environment
- Strong sense of urgency
- Ability to gain a deep understanding software platform and convey that understanding to clients
- Candidates with prior experience with SaaS software onboarding will be preferred.
Hybrid Work Details : 5 days a week (Required 3 days onsite).
Skills
Software DevelopmentHuman Resources