Client Onboarding & Operations Specialist

Description

Job Description:

JumpCrew, headquartered in Nashville, TN, is seeking a dynamic and goal-driven Client Onboarding and Operations Specialist to join our motivated team. This pivotal role will blend the responsibilities of client onboarding management with optimizing operational sales performance. As a key member of the Operations team, you will ensure seamless client experiences while driving data-driven decision-making processes.

Responsibilities:

• Client Onboarding Management:
• Serve as the primary contact during the initial 30-45 days of new customer onboarding, ensuring a smooth transition into our platform.
• Manage all account connections, including delivery and integration-related aspects, to facilitate a seamless onboarding experience.
• Oversee client issue resolution during the onboarding process, ensuring timely and effective solutions.
• Document, review, and communicate feedback from clients, driving continuous improvement in our onboarding processes.
• Collaborate cross-functionally to build and implement new processes, optimizing the onboarding experience for both clients and internal stakeholders.
• Operations Optimization:
• Utilize CRM expertise, including HubSpot experience, to enhance client interactions and streamline operational processes.
• Ability to relate and communicate operational improvements back to revenue, cost savings, and client retention at different levels based on unique stakeholders
• Collaborate with cross-functional teams to customize CRM solutions based on client needs, ensuring alignment with organizational objectives.
• Design, implement, and manage from source, to enhancement tools, to CRMs, to data lake.
• Develop and implement API integrations to enhance system functionality and data exchange, optimizing operational efficiency.
• Troubleshoot and resolve integration issues to ensure seamless data flow across systems, maintaining data accuracy.
• Oversee data management processes, including uploads, downloads, and scrubbing, to ensure data integrity and accuracy.

Qualifications:

• Bachelor's Degree in Communications, Marketing, Business Management, Computer Science, Software Engineering, or related field.
• Minimum 2-5 years of combined experience in client-facing roles, CRM systems, and dashboard creation.
• Proficiency in Google Suite (Gmail, Slides, Docs) and Monday.com experience preferred.
• HubSpot experience required for CRM management.
• Strong attention to detail, analytical, and problem-solving skills.
• Excellent written and oral communication skills, with the ability to effectively communicate with both clients and internal stakeholders.
• Project management experience with a focus on process optimization.
• Ability to adapt to evolving technologies and industry trends.

Additional Information:

• Location: Nashville, TN, Hybrid schedule with WFH options.
• Competitive salary range: $75,000-$80,000.
• Bonus opportunity available.
• Unlimited PTO plan, healthcare benefits, and 401k.
• Learning and career growth opportunities within a fast-paced, high-growth environment.
• Monthly happy hours, catered lunch and learns, and wellness initiatives.
• Smart casual dress code and pet-friendly office environment.

About JumpCrew

The company is headquartered in Nashville, TN. JumpCrew has been recognized as a 2021, 2022 & 2023 Winner for Nashville's Best and Brightest Companies to Work For, the #1 best small company to work for in Nashville (2017), one of the best places to work in Nashville (2018 & 2019) according to the Tennessean and is one of Crunchbase's 50 hot startups. For more information, visit https://jumpcrew.com/. #LI-Hybrid

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.