Onboarding Specialist

Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning around-the-clock support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms and technology companies. Thousands of Firms and SMBs count on us to run their business every day.

We have a great team, we’re growing fast, and have a winning culture based on innovation, teamwork, and mutual respect.

Job Overview

As an Onboarding Specialist for the Managed Security Team, you will be responsible for guiding clients through the technical onboarding process for the Managed Security and Managed Microsoft offerings. Your primary focus will be conducting discovery calls to gather necessary information, scheduling client onboarding sessions, and providing guidance during the onboarding process. You will serve as initial point of contact for clients, answering their questions about our products and next steps. Your exceptional communication and organizational skills will play a vital role in delivering an outstanding onboarding experience to our clients.

Responsibilities

• Conduct discovery calls with new clients to gather technical information required for their onboarding process.
• Serve as the primary point of contact for clients during the onboarding phase, addressing their questions and concerns promptly and professionally.
• Schedule and coordinate technical onboarding sessions with clients, ensuring availability of necessary resources and stakeholders.
• Provide clear and concise instructions to clients regarding the onboarding process, including necessary documentation and next steps.
• Collaborate with cross-functional teams to ensure a seamless onboarding experience for clients.
• Proactively identify and communicate any potential challenges or roadblocks in the onboarding process to the appropriate teams and stakeholders.
• Ensure that 90% of subscribers successfully complete onboarding within 30 days.
• Continuously improve and optimize the onboarding process by providing feedback and suggestions based on client feedback and industry best practices.
• Stay current with product offerings, new features, and enhancements to effectively address client inquiries and provide appropriate guidance.

Requirements

• Previous experience in a customer-facing role, preferably in customer onboarding or customer support.
• Excellent communication skills, both verbal and written, with the ability to explain technical concepts to non-technical audiences.
• Strong organizational skills and the ability to manage multiple client onboarding projects simultaneously.
• Proven ability to work independently and take ownership of tasks and projects.
• Customer-focused mindset with a passion for delivering exceptional service and ensuring client satisfaction.
• Ability to adapt to a fast-paced and dynamic work environment.
• Problem-solving skills and the ability to think critically to address client inquiries and technical challenges.

Benefits

To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer a generous PTO bank, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing volunteer paid time off. We are proud to be an Equal Opportunity Employer!