Customer Onboarding Consultant
Fieldguide$100,000 - $135,000/year
- Full Time
- Mid-level (3 to 4 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Retirement ServicesIndustries
Requirements
Candidates should have 3+ years of experience working in business operations or sales operations, excellent organizational, project, and time management skills, excellent verbal and written communication skills, the ability to maintain standards for reliability and performance of production, strong problem-solving and analytical skills, and meticulous attention to detail. Experience working with collaborative systems such as Salesforce, Tableau, Google and Smartsheet is required, along with a self-starting attitude and desire for learning new programs and systems and widening your knowledge base about the retirement industry and our product.
Responsibilities
The Customer Onboarding Operations & Insights Analyst will evaluate existing onboarding processes to identify inefficiencies, develop comprehensive improvement plans, and execute changes to optimize workflows. They will analyze onboarding data and insights to identify trends and bottlenecks, providing data-driven recommendations, collaborate cross-functionally with various departments, contribute to strategic initiatives aimed at boosting revenue growth, create and track onboarding targets, troubleshoot issues to ensure a smooth onboarding process, monitor onboarding procedures and reporting, assist Onboarding Operations Manager with quality levels and coordination, and assist in building out tools and tracking to improve onboarding efficiency.
Skills
Project Management
Process Improvement
Data Analysis
Stakeholder Communication
Cross-functional Collaboration
Workflow Optimization
Human Interest
Simplifies retirement savings plans for businesses
About Human Interest
Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.
San Francisco, CaliforniaHeadquarters
2015Year Founded
$561.2MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees