Onboarding Specialist - Remote set-up

We are on the lookout for a dedicated Onboarding Specialist to take the reins of their client onboarding process, ensuring that every new partnership gets off to a flying start! With a mission to guide clients through the exciting journey of securing funding, this role is all about building and maintaining mome ntum from day one. You'll be the vital link that keeps clients motivated and accountable, empowering them to tackle essential tasks and achieve their funding goals. If you’re ready to make a real impact and help entrepreneurs flourish, this is the place where your passion for support and growth can truly shine!


What’s in it for you?
Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

> Climb the Ladder: Opportunity to grow into a Funding Manager role!
> Shape the Future: Help build processes that define the Funding Manager position.
> Thriving Environment: Join a high-growth team where your potential knows no limits!
> Empower Others: Manage and mentor other assistants as you rise through the ranks.
> Rewarding Compensation: Open to discussing bonuses and equity partnership to sweeten the deal!
> Leadership Pathways: Long-term growth opportunities into leadership roles await you.
> Supportive Culture: Work in an environment that prioritizes well-being and collaboration.
> Big Dreams: Be part of a team excited by ambitious visions and goals!
> Values Matter: Join a culture where your insights and experiences are cherished.

This opportunity is ideal for someone ready to spread their wings, thrive in a dynamic environment, and make a meaningful impact on our client’s journey to success!

?Responsibilities of the Onboarding Specialist:
Your responsibilities include:

Client Onboarding:
> Provide clients with access to communication platforms, such as Slack, to ensure effective collaboration
> Hold clients accountable for completing intake forms, supplemented by automated reminders to streamline the process
> Oversee client onboarding by collecting necessary documentation and ensuring that clients upload required files to shared platforms
> Assist clients with any issues that arise during the onboarding process, such as document confusion or technical difficulties, to maintain a smooth workflow
> Participate in calls with clients as needed, providing checklists of required tasks and recording essential funding information
> Help clients upload statements and other necessary information, and guide them through form completion
> Coordinate and schedule calls with clients, maintaining consistent communication to ensure accountability?
Funding Process Assistance:
> Send funding applications to clients via Slack and hold them accountable for completing these forms in a timely manner
> Maintain internal tracking sheets to mark clients' progress throughout the funding process, ensuring visibility of each client's status
> Regularly reach out to clients for status updates on their applications, ensuring they remain engaged and informed?
Data Entry and Migration:
> After a client is onboarded, manage the migration of data from multiple documents into a centralized spreadsheet, ensuring the information is organized and accessible for client plan creation?
Funding Sequence Management (Growth Opportunity):
> Familiarize yourself with the funding management procedures to effectively support clients
> Assist in executing the funding sequence by following a step-by-step plan, which includes sending introductory email s and applications, while encouraging clients to adhere to deadlines
> Continuously follow up with clients to gather status updates on their funding applications
> Fulfill manual tasks associated with the funding process based on clear instructions and standard operating procedures (SOPs), ensuring that client needs are met efficiently?

Perks:
> 13th Month Bonus (Wild right?!)
> Permanent work-from-home / remote set-up
> Health insurance
> Dental insurance
> Mental health insurance
> Great starting salary
> Growth opportunity
> Performance-based raises
> Prizes and bonuses
?Specifics:
Time
> Full-time, 8am to 5pm CST time zone
> This is a remote position so you can have the freedom to work from anywhere

Miscellaneous
> Attire - business casual when in meetings
> Professional setup (Pains me I actually need to write this down…)

> Clean background
> Good camera
> Good microphone
> Strong wifi

Tech Stack
> Project Management Tools
> Preferably ClickUp
- G-Suite / Google Workspace
- Google Drive
- MS Excel / Google Sheets (nice-to-have)
- Slack
- GoHighLevel (bonus)
- PandaDoc

Compensation
> $11.4k-18.6k/yr

Don’t forget to attach your PDF resume to [email protected]. Please indicate “Onboarding Specialist” in the subject line.