HonorBuilt is hiring a
Client Onboarding Specialist, Remote - United States
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Summary
The job is for a Client Onboarding Specialist who will bridge client management and financial operations, work with various brands and franchisees, and facilitate communication between teams. This full-time position requires 2 years of experience in contract specialist, account management, or similar roles, and a BS degree in business or finance is preferred.
Requirements
- BS degree in business or finance preferred
- Successful work experience as a contract specialist, account management, or similar position for at least 2 years
- Exceptional communication and presentation skills
- Proven contract experience, and ability to manage multiple projects simultaneously
- Self-motivated, organized, and accountable
- Strong initiative and proactivity, someone who goes the ‘extra mile.’
Responsibilities
- Facilitate the end-to-end onboarding process for new clients by tracking and following up consistently to ensure a timely rollout of projects
- Gather necessary client information and documentation
- Coordinate with internal departments to ensure smooth integration of new clients ensuring they have all information and documentation needed
- Create, review, and approve Statements of Work (SOWs) in collaboration with relevant stakeholders before sending electronic signatures via DocuSign
- Draft, update, and maintain client agreements and contracts
- Ensure all client agreements are accurately documented and stored in the appropriate repositories
- Monitor contract renewals and expirations, initiating necessary actions in a timely manner
- Create and update agreements in the financial system for invoicing purposes
- Collect and manage customer ACH agreements for recurring billing
- Calculate total cost of SOWs for insurance approval or pre-payment
- Initiate and follow up on client credit reviews and insurance coverage requests
- Coordinate with the finance team to ensure accurate and timely billing
- Maintain and organize a repository of valid client documents
- Ensure compliance with company policies and legal requirements for document retention
Preferred Qualifications
- Experience in a sales or legal environment a plus but not required
- Solid understanding and working knowledge of MS Office Suite, Smartsheet, and ConnectWise experience a plus
This job is filled or no longer available
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