Client Onboarding Specialist

Position Summary: 

This position will oversee the onboarding of multi-machine installs. Additionally, the Onboarding Specialist will be responsible for scheduling kick off meetings and ongoing meetings with key players from Loffler and the client. This also includes updating the Implementation Document and Smartsheet with detailed information from delivery, networking, and training dates. The Onboarding Specialist will work as a key player in combining the information from each department involved throughout Loffler and the customer. This position is responsible for ensuring processes are followed for an exceptional customer experience.

 

Essential Duties and Responsibilities:

All areas of responsibility listed below are essential to the satisfactory performance of this position, with reasonable accommodation, if necessary.  Any non-essential functions are assumed to be included in "other related duties as assigned":

 

• Set up Smartsheet based on the Implementation Document.
• Ensure networking information is filled out on the Implementation Document utilizing PrintVision when applicable.
• Enter MAC addresses and delivery dates, and other information as needed on the Implementation Document.
• In charge of ongoing meetings between customer contacts and main Loffler players for installation.
• Track and report weekly updates.
• Act as a go to resource for all departments involved in the Implementation.
• Maintain seamless and strong communication with all teams, including sales reps.
• Provide guidance on best practices to the customers throughout the process.
• Create Teams channel for ongoing updates and meetings.
• Visits onsite when implementations go live to direct traffic and provide a smooth transition.
• Responsible for understanding, staying updated on, and abiding by the Employee Handbook as written.
• Other related duties as assigned.

 

Qualifications/Requirements:

• Minimum of two days in office
• Great organizational skills and a strong attention to detail.
• Strong customer service and communication skills with external and internal customers.
• Team Oriented.
• Ability to deal with confidential and sensitive information.
• Basic knowledge of PC, E-Automate, ConnectWise, Loffler install process, software implementations.
• Strong knowledge of TEAMS and Smartsheet
• Ability to drive to customer sites.

                                                                                                                                      

Education/Experience:

• 3 + years industry experience
• High School Diploma

                                                                                                                                                     

Supervisory Responsibilities:

• There are no supervisory responsibilities.

 

Work Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

• The noise level in the work environment is usually minimal.
• This position requires travel to and from customer and client sites.

 

For information on the physical demands of this job, see Human Resources.

 

The posted range for this position represents a good faith estimate of the minimum and maximum starting compensation for this role. In addition to the base salary, we offer a comprehensive benefits package that includes health and dental insurance, retirement plans, and paid time off.

Why Work for Us?

• Top Workplace
• Career Advancement
• Employer Paid Life Insurance and Disability
• Paid Time Off, Volunteer Time, Holidays, Bereavement, and Parental Leave
• Benefits Package including FSA, Medical, Dental, and Vision
• 401K with Employer Match
• Tuition Reimbursement

 

 

Loffler Core Values

What Defines our Culture.

• Positive Attitude: Be Part of the Solution. Motivate Others. Put Extra Effort in All You Do. Everything You Do Matters. Be a Team Player. Don't Fear Failure.
• Integrity: Live the Mission. Be Honest. Deliver on Commitments. Do What is Right. Be Someone Others Can Trust and Count On. Honor Commitment.
• Innovation: Be a Visionary. Welcome New Ideas. Work Smarter. Challenge the Status Quo. Welcome Challenge. Be Committed to Operational Excellence.
• Customer First Focus: Exceed Expectations. Delight Our Clients. Bring Value Every Day. Always Do a Good Job.
• Professionalism: Commit to Excellence. Learn & Improve. Looks and Words Matters. Every Interaction is an Opportunity to Exceed Expectations. Treat Others with Kindness and Respect. Best in Industry; Field Expert.
• Drive for Results: Performance-Orientated. Hard-Working. Refuse to Lose. Accountable. Set Goals to Manage Yourself to Success.

 

Loffler Companies is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace.