Onboarding Specialist

### Management Level H ### Essential Duties: On-Boarding Function - Responsible for initial client contact and set up of new clients on notification applications and services in adherence to corporate and departmental policies and procedures \* Continually keep up-to-date on notification products and services which may require additional classroom and on-the-job training \* Exercise exceptional customer service skills optimizing each contact with the client \* Install new applications through project management and solution design which may include reviewing site survey, gathering client requirements, creating application handoff sheet, installing software and setting up daily routines \* Contact clients within established timelines to confirm order and explain installation and training process, and maintain detailed notes on all client contacts \* Obtain, verify and validate client data to ensure successful application setup and supportability \* Make outbound proactive calls and follow ups to confirm order and explain installation and training processes \* Gather client requirements and recommend application best practices to fulfill those needs and ensure account supportability \* Responsible for communication and follow-up plan if other team members are needed to effectively resolve an issue \* Establish and follow project plan, as needed \* Seek and identify new product, service and feature opportunities with clients during conversations (e.g. appointment reminders, patient balance notifications) \* Maintain detailed notes in customer database Please note any offer of employment is subject to satisfactory pre-employment screening checks. Originally posted on [Himalayas](https://himalayas.app)