
Client Onboarding Representative (English & Punjabi)
About Bobtail
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.
The things we value:
Mission
Teams over individuals
Collaboration
Communication
Iteration
Experimentation and failing fast
Initiative and solutions oriented approach
Documentation
Data
Mental health and work life balance
Diversity
Transparency
You should apply if you have:
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
You will be responsible for:
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
Benefits
Monthly Mental Break Day
Paid Time Off
Work from home (or wherever)
Parental leave
Creating a diverse and inclusive workplace is Bobtail’s nucleus. We are an equal opportunity employer and embrace people of different backgrounds, cultures, religions, national origins, races, colors, genders, gender expressions, sexual orientations, ages, marital status, veteran status, experiences, abilities and perspectives.
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