HonorBuilt is hiring a
Client Onboarding Specialist, Remote - United States

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