Onboarding Specialist

Job description

The Onboarding Specialist plays a pivotal role in the seamless integration of new clients into our systems and processes. Responsible for compiling essential documentation, creating client accounts, and overseeing data collection, this role ensures efficient onboarding and ongoing support for our clients. Additionally, this position assists the sales team, processes churn and contributes to upload and cross-selling efforts by leveraging insights into client needs and product offerings. The Onboarding Specialist is instrumental in driving operational excellence and client satisfaction throughout the onboarding process and beyond. We value the impact and connection that comes from regular in-person collaboration. This candidate will work from our New London, CT office. We are unable to offer work sponsorship for this role. Who we are: InsideTrack , a Buyers Edge Platform SaaS solution, is the leading data and spend management technology empowering foodservice operators including restaurants, casinos, hospitality, colleges, and universities. Our commitment to transparency is evident in our proprietary technology that we use to standardize and normalize foodservice purchasing data, off...