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Customer Onboarding Specialist

Company: Elm Street Technology
Location: Frisco
Posted on: November 26, 2022

Job Description:

**This role requires you to live in/around the Dallas/Frisco area at the time of applying

The Customer Onboarding Specialist (COS) is responsible for implementing end-to-end solutions for customers. This

includes analyzing requirements and gathering deliverables to successfully complete the implementation, assisting the

customer with completing required questionnaires, gathering appropriate data or content, and coordinating with other

departments. Defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups.

The Customer Onboarding Specialist serves as a subject matter expert for implementation best practices on the product

or service they are supporting. The Customer Onboarding Specialist is instrumental in effectively communicating

challenges to the appropriate departments to ensure positive ongoing client experiences. Customer Onboarding

Specialists also answers client queries and identifies new business opportunities among existing customers.

Responsibilities of a Customer Onboarding Specialist:

Manage multiple client implementations simultaneously and efficiently to ensure implementations are

achieved on time and to the satisfaction of clients

Must be able to articulate technology and product positioning to both Brokers & Agents

Gather assets needed to set up new/existing client platforms

Analyze legacy information and procedures to determine best practices for setup and configuration to

achieve client's desired results and meet business requirements

Initiate and lead Kick off meetings for Brokers/Teams/Agents and communicate the project scope and

implementation schedule

Provide superior customer service to all internal and external customers, perform system setup and configuration ensuring accuracy of data and multi system integrations

Conduct review with customer prior to launch to confirm acceptance of data and configuration

Assist with initial and continuing Broker & Agent (Admin) training, assist with the creation and maintenance of implementation related documents, checklists and procedures

Maintain accurate records of all communication received for each client

Identify and assist development with resolution and enhancements to workflow, scripts, or system defects

Perform testing on new workflow, scripts, or solutions prior to implementation

Provide project coordination as required for more complicated account setups to ensure successful


Notify management of any complications, missing data or system defects that might delay the


Resolve complaints and answer questions from both internal and external customers

Build and maintain relationships with key representatives from other Elevate / VoicePad support groups to

ensure successful implementation

Promote a positive professional image of Elm Street internally and externally

Qualifications of a Customer Onboarding Specialist

Experience in and familiarity with the Real Estate industry is preferred

Excellent analytical abilities to grasp the key points from complicated details

Must be able to effectively communicate with internal and external executive level customers

Unsparingly organized, disciplined, and comfortable managing competing priorities with care with outstanding verbal and written communication skills; excellent presentation skills

Confident adapting to rapid change in a metrics-based and performance-driven environment with a rapidly

expanding customer base

Organized and analytical, able to eliminate sales obstacles through creative and adaptive approaches

Empathetic and understanding to our customers' unique experiences. You must be passionate about

delighting our customers every single day!

Ability to work overtime as needed to ensure deliverables are met

Systems / Applications Experience

Google Suite





Adobe Illustrator

Preferred but not required:






Compensation & Benefits

$40-50k salary
401K + up to 6% company match
Fitness Reimbursement%13095270%

Keywords: Elm Street Technology, Dallas , Customer Onboarding Specialist, Other , Frisco, Texas

Click here to apply!

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