Customer Onboarding Specialist
Take Three Technologies Take Three Technologies Denver, CO Denver, CO Full-time Full-time $65,000 - $80,000 a year $65,000 - $80,000 a year 1 day ago 1 day ago 1 day ago Take3Tech is a provider of innovative software solutions designed to empower Mortgage Companies to thrive in today's competitive landscape.
We specialize in developing cutting-edge platforms that streamline operations, enhance productivity, and drive down the cost to manufacture a Loan for sales into the secondary market.
We are seeking a highly motivated and detail-oriented Customer Onboarding Specialist to join our dynamic team.
The Customer Onboarding Specialist will play a pivotal role in ensuring a seamless transition for new clients as they integrate our software platform into their operations.
This position requires exceptional communication skills, a strong customer focus, and the ability to effectively manage multiple projects simultaneously.
Responsibilities:
Collaborate with sales and management team to understand client needs and expectations during the onboarding process.
Serve as the primary point of contact for new clients, providing guidance and support throughout the onboarding journey.
Conduct discovery calls or meetings with clients to gather information about their business requirements and objectives.
Develop and execute customized onboarding plans tailored to each client's specific needs and goals.
Coordinate internal resources to facilitate the implementation and configuration of the software platform according to client specifications.
Conduct training sessions for clients to educate users on the features and functionality of the software platform.
Proactively identify and address potential issues or challenges that may arise during the onboarding process.
Monitor the progress of onboarding projects, tracking key milestones and ensuring timely completion.
Solicit feedback from clients to continuously improve the onboarding experience and enhance customer satisfaction.
Document best practices, processes, and procedures to streamline future onboarding efforts.
Qualifications:
Bachelor's degree in Business Administration, Information Technology, or related field.
Proven experience in a customer-facing role, preferably in software implementation or client services.
Excellent interpersonal skills with the ability to build rapport and establish positive relationships with clients.
Strong project management skills, including the ability to prioritize tasks and manage time effectively.
Technical aptitude and proficiency with software applications; experience with CRM or project management tools is a plus.
Exceptional communication skills, both verbal and written, with the ability to convey complex information clearly and concisely.
Detail-oriented with a commitment to delivering high-quality results.
Ability to work independently as well as part of a collaborative team environment.
Adaptability and resilience in a fast-paced and evolving work environment.
Benefits:
Competitive salary and benefits package Opportunities for career advancement and professional development Collaborative and inclusive company culture Exciting opportunities to work with cutting-edge technology If you are passionate about delivering exceptional customer experiences and thrive in a dynamic and fast-paced environment, we encourage you to apply for the Customer Onboarding Specialist position at Take3Tech.
Join us in shaping the future of software innovation and making a positive impact on the Mortgage Lending business Job Type:
Full-time Pay:
$65,000.
00 - $80,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Experience level:
3 years Shift:
8 hour shift Weekly day range:
Monday to Friday Work setting:
In-person Office Ability to Relocate:
Denver, CO 80204:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We specialize in developing cutting-edge platforms that streamline operations, enhance productivity, and drive down the cost to manufacture a Loan for sales into the secondary market.
We are seeking a highly motivated and detail-oriented Customer Onboarding Specialist to join our dynamic team.
The Customer Onboarding Specialist will play a pivotal role in ensuring a seamless transition for new clients as they integrate our software platform into their operations.
This position requires exceptional communication skills, a strong customer focus, and the ability to effectively manage multiple projects simultaneously.
Responsibilities:
Collaborate with sales and management team to understand client needs and expectations during the onboarding process.
Serve as the primary point of contact for new clients, providing guidance and support throughout the onboarding journey.
Conduct discovery calls or meetings with clients to gather information about their business requirements and objectives.
Develop and execute customized onboarding plans tailored to each client's specific needs and goals.
Coordinate internal resources to facilitate the implementation and configuration of the software platform according to client specifications.
Conduct training sessions for clients to educate users on the features and functionality of the software platform.
Proactively identify and address potential issues or challenges that may arise during the onboarding process.
Monitor the progress of onboarding projects, tracking key milestones and ensuring timely completion.
Solicit feedback from clients to continuously improve the onboarding experience and enhance customer satisfaction.
Document best practices, processes, and procedures to streamline future onboarding efforts.
Qualifications:
Bachelor's degree in Business Administration, Information Technology, or related field.
Proven experience in a customer-facing role, preferably in software implementation or client services.
Excellent interpersonal skills with the ability to build rapport and establish positive relationships with clients.
Strong project management skills, including the ability to prioritize tasks and manage time effectively.
Technical aptitude and proficiency with software applications; experience with CRM or project management tools is a plus.
Exceptional communication skills, both verbal and written, with the ability to convey complex information clearly and concisely.
Detail-oriented with a commitment to delivering high-quality results.
Ability to work independently as well as part of a collaborative team environment.
Adaptability and resilience in a fast-paced and evolving work environment.
Benefits:
Competitive salary and benefits package Opportunities for career advancement and professional development Collaborative and inclusive company culture Exciting opportunities to work with cutting-edge technology If you are passionate about delivering exceptional customer experiences and thrive in a dynamic and fast-paced environment, we encourage you to apply for the Customer Onboarding Specialist position at Take3Tech.
Join us in shaping the future of software innovation and making a positive impact on the Mortgage Lending business Job Type:
Full-time Pay:
$65,000.
00 - $80,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Experience level:
3 years Shift:
8 hour shift Weekly day range:
Monday to Friday Work setting:
In-person Office Ability to Relocate:
Denver, CO 80204:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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