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Client Onboarding Representative (English & Punjabi)

BobtailAnywhereRemote
This job is no longer open

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.

    This job is no longer open

    Life at Bobtail

    Started in 2015, Bobtail is on a mission to deliver freedom from the inefficiencies that exist in the supply chain. Our vision is a supply chain without friction, fraud, waste, and abuse, where companies succeed based on the value they create. To help us achieve this goal, we have raised over $35 million. We believe in people, innovation, and process. To learn more about our values , check out https://www.bobtail.com/why-bobtail
    Thrive Here & What We Value1. Teams over Individuals2. Collaboration3. Mental Health and WorkLife Balance4. Transparency5. Diversity6. Communication7. Iteration and failing fast8. Initiative and solutions-oriented approach9. Documentation and data management
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