Client Onboarding Representative

Bobtail is dedicated to increasing happiness by eliminating inefficiencies in the supply chain.  We envision a supply chain without friction, fraud, waste, and abuse where companies succeed based on the value they create.  

We work in a unique way at Bobtail, where we value teams over individuals and encourage experimentation and iteration to constantly improve.  Teams are given flexibility in working towards a shared purpose and given the freedom to decide how they will accomplish their goals.  

If you are an out of the box thinker that takes a proactive approach in collaborating with others to solve problems and achieve your goals - we would love to talk to you.  

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The things we value:

1. Mission
2. Teams over individuals
3. Collaboration
4. Communication
5. Iteration
6. Experimentation and failing fast
7. Initiative and solutions oriented approach
8. Documentation
9. Data
10. Mental health and work life balance
11. Diversity
12. Transparency

• Serve as the primary point of contact for new clients during the onboarding process
• Conduct onboarding sessions, including product  and training for new clients
• Gather and verify required client information and documentation
• Collaborate with internal teams (sales, Customer success, processing, Etc) to ensure a seamless onboarding experience
• Provide ongoing support and follow-up with clients to address any questions or concerns
• Develop and maintain onboarding materials and resources
• Track and report on onboarding progress, identifying areas for improvement and implementing solutions
• proficiency with CRM software (salesforce)  and other onboarding tools
• Communicate with assigned carriers via email, text or phone

• Customer success and onboarding experience (2/3 years minimum)
• Possess excellent verbal and written communication skills
• Time management and multitasking skills in order to handle multiple tasks and clients at once
• Strong organizational skills and attention to detail
• Capable of prioritizing tasks/requests to meet the client & company needs
• Ability to work independently and as part of a team
• Problem-solving skills and the ability to think critically under pressure
  

• Monthly Mental Break Day
• Paid Time Off
• Work from home (or wherever)
• Parental leave

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