Client Onboarding Specialist

About the Company

Cyzerg is a technology company specialized in the research, development, implementation, and management of technology solutions for the warehousing industry. With over 148+ active customers across North, Central and South America, Cyzerg has developed industry expertise and capabilities to increase business efficiency and competitiveness across its customer base.

With headquarter in Miami, FL and branches in the Philippines and India, the company credits its success to a relentless focus on its employees, customers and delivering excellence at all times. Anchor on a culture of meritocracy and on the pillars of opportunity, integrity, innovation, humanity, passion, teamwork & opportunity, Cyzerg’s culture & core values guide every aspect of the organization. 

About the Job

We are looking for an energetic, reliable, and professional Client Onboarding Specialist with outstanding organizational and communication (English) skills to work with one of our clients. Under this role, the ideal candidate will be working directly with one of our customers and delivering on the tasks outlined in the responsibilities section – see below. The candidate must be able to work from 8am to 5pm U.S time.

Responsibilities:

• Take on calls from clients on a daily basis and conduct a complete intake and onboarding procedure using a systematized software. 
• Monitor and track clients in the onboarding pipeline and assure that all statuses are up to date. 
• Help the client define their needs and manage their timeline toward starting services. 
• Respond to clients’ emails, chats, and calls regarding the onboarding process. 
• Create client intake reports, summary, and KPIs. 
• Organize client files and make sure that everything is complete and up to date. 
• Providing detailed direction to the client on how to get started with the service implementation. 
• Develop measurements to help understand the impact of successful implementation. 
• Quickly pick up and disseminate any updates of the service authorization request to clients and internal teams as needed.
• Other tasks related to client onboarding as may be assigned. 

Requirements:

• Able to work from 8am to 5pm US time (Eastern Time).
• Excellent written and verbal communication skills (English) – a must!
• Preferably minimum 3 years of experience in dealing with customers or clients.
• US insurance background is a plus!
• A bachelor’s degree in a business-related field is required. 
• Self-motivated and proactive with demonstrated creative and critical thinking capabilities.
• A dependable, organized, and reliable professional with a huge sense of responsibility.
• An honest, adaptable, and innovative professional with a high sense of integrity.
• Must be able to work from our office in Clark, Freeport, Pampanga.

Benefits:

• Competitive salary depending on education & experience.
• Paid medical insurance/HMO (Philcare) right from the first day!
• Get up to 15 days of paid time off, monthly short leaves, and additional unpaid vacation leaves.
• Earn as much as PHP 13,500 from the employee referral program.
• Annual salary increases with a predictable percentage increase based on performance review.
• Annual year-end bonus and monthly bonuses based on performance.
• Happy Hour every Friday – Free meal every Friday with an extra hour of break time to bond with the team and participate in games and activities.
• Annual team-building – Shift gears and explore adventures with the team out of the office!
• Career development plans – We want you to grow and become the best at what you love.
• Casual wear in the office – Express your fashion or stay comfy!
• Flat organization with an open-door policy.
• Company paid certifications and trainings.