Remote Implementation Specialist - Client Onboarding

GreenSlate, LLC.; Northern (KY); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salary packages

401(k) matching

Full-Time Remote Flexibility

Healthcare benefits

Job summary

GreenSlate is seeking an Implementation Specialist to be the first point of contact for clients onboarding to our production finance platform. You’ll manage project setups, respond to calls and emails, coordinate check-printing supplies, and ensure clients have the information and tools they need to hit the ground running.

Working remotely across the United States, you’ll collaborate with the Implementation team using Asana to track client journeys, escalate issues, and support the full

Qualifications

• Bachelor's degree.
• Customer Service: 2+ years.
• Software implementation/Project Onboarding: 1+ years.
• The ability to deal with high volumes and work under pressure.
• The ability to hold oneself accountable for completing one's own tasks correctly.
• Self-monitoring, self-aware, and self-correcting.
• A desire to find the solution, not just finish the task.
• Enthusiastic attitude about providing superior customer service.

Responsibilities

• Analyze client questions and concerns, escalating problems to appropriate teams/departments, and handling problems to the satisfaction of the client.
• Provide client support services by answering calls and emails in a timely and accurate manner.
• Support the team with the collection of the required client information needed for each project set-up.
• Coordinate the delivery of check printing supplies to production.
• Input new projects in the payroll system and handle work location requests.
• Complete basic/default software project setups and modifications as required by the client.
• Maintain Payroll Forms document repository and update payroll forms as required.
• Utilize the project management tool, Asana, to track the client’s journey.
• Transfer/escalate issues to other team members as required.
• Assist with answering basic software questions to assist users with navigating the software.

Skills

Customer service

Software onboarding

High-volume work

Accountability

Problem solving

Education

Bachelor's degree

Tools

Asana

Job description

GreenSlate is seeking an Implementation Specialist to be the first point of contact for clients onboarding to our production finance platform. You’ll manage project setups, respond to calls and emails, coordinate check-printing supplies, and ensure clients have the information and tools they need to hit the ground running.

Working remotely across the United States, you’ll collaborate with the Implementation team using Asana to track client journeys, escalate issues, and support the full