Onboarding Specialist
4 semanas atrás
**Responsibilities**
- Onboarding carriers to our platform - using creativity to solve unique and changing problems, solutioning to decide how a carrier will integrate Leading carrier calls, setting follow-up tasks and action items
- Ability to navigate and understand enterprise level software & diagnose and solve complex technical and operational problems
- Understanding customer and company business objectives to determine and execute on carrier onboarding and compliance goals
- Providing regular updates on onboarding and compliance progress to customers.
- Direct, independent, and regular interaction with customers including presentations and decisions on what work to take on and how to best go about taking on that work
- Maintaining clear, updated, and accurate records in our CRM as well as updating other relevant internal documentation
- Collaborating cross-functionally with Marketing, Sales, and Engineering to streamline processes and improve our product
- Completing strategic projects as assigned and collaborating to complete company and department OKRs
- Responsible for achieving individual quarterly OKRs and KPIs
**Qualifications**
- Bachelor’s degree preferred
- Fluent in English is a must - preference for ex-pat BR residents
- Proficient in MS Office, Google Apps, and CRM tools
- Customer facing experience
- Experience in logistics or SaaS a plus
**Competencies/Personality Traits**
You love variety and can manage multiple projects at the same time. You can jump from a call to an excel spreadsheet to a cloud CRM with ease, and execute flawlessly in each thing you do. You are obsessively organized, detail-oriented, and driven.
-You thrive in fast-paced environments and are comfortable with ambiguity and lack of structure
- You enjoy solving challenging problems using critical thinking and creativity
- Entrepreneurial spirit - you make things happen and proactively step up when you recognize an opportunity Intelligent with strong verbal and written communication skills
- Superior organization skills and attention to detail
- Comfortable talking to a wide variety of people, including senior leadership Insatiable curiosity - you love learning new things
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