Jobs

    Client Onboarding Specialist - Seattle, United States - Acosta, Inc.

    Acosta, Inc.
    Acosta, Inc. Seattle, United States

    3 weeks ago

    Default job background
    Description

    RESPONSIBILITIES

    • Support all new clients during the first 90 days of partnership; working side-by-side with Account Manager.
    • Provide existing clients with onboarding support in areas where gaps in handoff to the Account Manager are identified.
    • Establish and maintain relationships with new clients to guide them through the first steps of their partnership with OeP.
    • Execute onboarding tasks including CRM setup , management of SharePoint site, creating client kick-off PowerPoints , obtaining access to clients' accounts, and scheduling initial introduction meetings with internal teams.
    • Execute client offboarding process ensuring removal of client account access and coordinating exit interviews.
    • Assist with documentation and other onboarding tasks as required.

    QUALIFICATIONS
    Minimum Qualifications-Education and Experience


    • Bachelor's degree in Business Administration, Finance, or related field
    • 1-3 years related experience.
    Minimum Qualifications-Knowledge, Skills, and Abilities


    • Strong proficiency in Microsoft Office and SharePoint
    • Exceptional analytical skills with the ability to make data-driven decisions.
    • Proactive, detail-oriented, and results-driven mindset.
    • Strong communication skills with the ability to collaborate effectively with cross-functional teams.
    • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities efficiently .

    ABOUT US


    Acosta and Mosaic are the sales and marketing powerhouses behind the most recognized and proven brands with top retailers in the United States and Canada.

    We offer flexible services that maximize efficiency.

    Acosta has the talent and technology to build data-, reach- and relationship-driven strategies to execute those strategies, and the tools to monitor, track and optimize metrics-based results for customers and retailers.


    Acosta and its subsidiaries, in good faith, believes that this posted range of compensation is the accurate range for this role at the time of this posting.

    Acosta may ultimately pay more or less than the posted range depending on candidate qualifications and locations. This range may be modified in the future.


    Acosta et Mosaic sont les moteurs des ventes et du marketing derrière les marques les plus reconnues et éprouvées avec les meilleurs détaillants aux États-Unis et au Canada.

    Nous offrons des services flexibles qui maximisent l'efficacité.

    Acosta possède le talent et la technologie pour élaborer des stratégies axées sur les données, la portée et les relations pour exécuter ces stratégies, ainsi que les outils pour surveiller, suivre et optimiser les résultats basés sur des mesures pour les clients et les détaillants.

    We are seeking a detail-oriented Onboarding Specialist to join our organization, working within the Strategic Initiatives team.

    You will play a pivotal role in this client-facing role, ensuring new clients have a positive experience when preparing to work with OeP, and that internal teams have all the information required for a successful client kickoff.

    Acosta, and its subsidiaries, is an Equal Opportunity Employer


    Job Category:
    Administration


    Position Type:
    Full time


    Business Unit:
    Corporate


    Salary Range:
    $44, $66,300.00

    Req ID: 226
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