We are in search of a meticulous Onboarding Specialist who will be instrumental in ensuring the accuracy and efficiency of our data management and client onboarding procedures. Your keen attention to detail, proficiency in data entry software, and a systematic approach to managing large volumes of data will be crucial for maintaining the integrity of our systems and fostering positive client relationships.
About Us: Recently voted Inc Magazine 2023 Best Places to Work, Biller Genie is an award-winning B2B SaaS platform that helps businesses get paid faster. Based out of Orlando, we are growing rapidly, with clients all over the United States. Our technology is disrupting the payments and accounting industries. Visit www.billergenie.com to learn more.
Primary Job Responsibilities:
- Accurately process and enter a high volume of data into our CRM system, ensuring data integrity and consistency.
- Support the client onboarding process, collaborating with cross-functional teams to provide a seamless transition experience.
- Monitor data entry procedures, suggesting and implementing improvements for increased efficiency and accuracy.
- Conduct routine database maintenance and cleanup tasks to ensure data quality and reliability.
- Participate in ongoing training to maintain a high level of proficiency in our software and data management tools.
- Handle client calls to discuss missed opportunities, ensuring clear communication and follow-up to address client needs and explore potential solutions.
Qualifications:
- 0-2 years of experience in data entry, database management, or a related field.
- Fast typing skills with a strong focus on accuracy.
- Experience with CRM systems, preferably Salesforce, and data entry software.
- Exceptional attention to detail and the ability to handle confidential information responsibly.
- Strong organizational skills and the ability to manage tasks effectively in a fast-paced environment.
Benefits:
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Competitive Base Salary
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Comprehensive Medical, Dental, and Vision Plans
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401k with up to 4% Company Match
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Flexible Open Paid Time Off (PTO) Policy
Our Mission:
To deliver a seamless automated A/R platform that integrates effortlessly with the existing processes of the SMB market.
Our Core Values:
Get Shit Done Right - We strive for excellence, ensuring each task is completed correctly and punctually.
Own it - As experts in our field, we confidently address issues and uphold our responsibility.
Catch Up - Thriving in a dynamic environment, we consistently perform at the top of our game.
Believe in the Genie - With a shared vision, we are committed to the collective journey and well-being of our team.
Class Shines - We conduct ourselves with professionalism, eloquence, and intention.
Top Skills
What We Do
At Biller Genie, we are a team of dreamers on a mission to provide an automated, cloud-based accounts receivable platform that seamlessly integrates existing business processes for small and mid-sized businesses.
Our cloud-based solution automates your accounts receivable from bill presentment, follow up, collection, and reconciliation - without changing your current process.
- No new software to learn
- Integrates with your accounting software
- Keep your existing payment processor
The Genie integrates with your favorite accounting software, such as QuickBooks, Xero, or AccountingSuite. Our average subscriber gets paid 15 faster, reduces their overdue invoices by 40%, and save 10-20 hours of administrative work per week.
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