Onboarding Specialist

Posted 18 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Junior
Information Technology • Software
The Role
The Onboarding Specialist ensures client success by leading onboarding processes, providing training, collaborating on success plans, and managing documentation.
Summary Generated by Built In

Ministry Brands is looking for an Onboarding Specialist, Protection, to join our growing team! 

  

Who we are 

Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital engagement tools and background screening solutions for faith-based, non-profit and for-profit organizations. We serve more than 95,000 customers as a trusted partner in digital transformation and enablement – advancing missions, driving efficiencies, and building engaged communities for more than four decades. The diverse and real-world experiences of our team members serving their communities makes us stronger together and enhances our ability to advance digital transformation for the greater good.    

As a part of Ministry Brands, we are a fast-growing, globally recognized background screening company accredited by the Professional Background Screening Association (PBSA) with locations in Tulsa, Oklahoma, and Tampa, Florida.  We currently have an opening for an Onboarding Specialist on our Relationship Management team. Our purpose is to be the trusted voice in background screening by providing a unique experience that conveys our visionary leadership, passion for service, and commitment to excellence.  

Working Location: This is a hybrid role based out of our Tampa, FL or Tulsa, OK office. In this role, you will work from home 2 days per week and in the office location 3 days per week.  

Quarterly Incentive Program: This position is eligible to participate in our quarterly incentive program. Associates in this role may receive bonus payments each quarter in which the Protection division achieves its financial targets. Bonus amounts and eligibility are determined at the company's discretion based on overall business and individual performance.

What you’ll do 

As an Onboarding Specialist, you will play a crucial role in ensuring the success and satisfaction of our clients by promoting software and service adoption and implementing effective onboarding strategies. 

  • Lead and coordinate the onboarding process for new clients, ensuring a smooth transition from the sales phase to implementation 

  • Provide a warm and welcoming experience for new clients, setting clear expectations for their onboarding journey 

  • Collaborate with clients to outline a success plan, detailing milestones and objectives, and ensuring alignment with their goals 

  • Provide live training sessions in a one on one and group setting to ensure onboarded clients know how to order 

  • Recognize and celebrate the initial achievements and successes of our clients, fostering a positive and motivational environment 

  • Provide clients with self-paced education resources to aid in their onboarding and product adoption 

  • Provide live training sessions in a one on one and group settings to ensure new clients are familiar with the ordering process 

  • Ensure that all necessary underwriting and documentation requirements are met to expedite the onboarding process 

  • Work closely with our Relationship Management and Operations partners to facilitate a smooth handoff from onboarding to ongoing support and services 

Who you are 

  • 1+ years of related experience in a client onboarding, customer success, or customer-facing role 

  • Bachelor's degree or an equivalent combination of education and work experience 

  • Ability to quickly understand and familiarize yourself with a large portfolio of products 

  • Experience with industry-specific back-end technology usage, such as Salesforce, Zendesk, etc. 

  • Excellent analytical and problem-solving skills 

  • Ability to work independently and manage multiple priorities and deadlines simultaneously 

  • Proficiency in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook 

  • Demonstrated ability to learn and understand basic office software applications 

  • Excellent verbal and written communication skills, along with strong organization and follow-up abilities 

  • Exceptional relationship building skills with the ability to work both individually and as part of a team 

  • Strong client focus with exceptional collaborative and influencing skills 

  • Effective communication and presentation skills 

  • Detail-oriented planning abilities 

Benefit offerings designed to promote a life of balance!   
 

At Ministry Brands, we recognize that your career is just one important piece of your dynamic life. We offer a robust range of benefit offerings designed to cultivate a lifestyle of balance and personal success.  
  
Robust healthcare options – Employees have several healthcare options to choose from in order to find what works best for them.  

Flexible paid time off – There is no perfect, one size fits all balance between work and home. We provide flexible work schedules, PTO for vacation, and up to 80 hours of paid sick/safe leave. We also feature 11.5 days of fully paid holidays!   

Paid parental leave – Adding a new child to the family is a big adjustment! We provide the time and income to allow parents to adjust to their new normal in the healthiest way possible.   

Mental health support  Ministry Brands is a stigma free company with the National Alliance on Mental Illness. Associates are supported through an Employee Assistance Program which provides access to in-person or virtual counseling at no cost.   

Professional development reimbursement  Ministry Brands aims to support your professional development and empower you to drive your career by providing financial assistance to our associates seeking to further their education and career.  

Employee Recognition & Rewards - At Ministry Brands, we use Nectar to celebrate achievements and strengthen our culture of recognition. This social platform empowers employees to send meaningful kudos, award points redeemable for rewards, and highlight contributions that exemplify our values. Through Nectar, we foster engagement and appreciation while providing tangible ways to recognize great work. 

Ministry Brands is committed to acknowledging and valuing our employee differences and to creating an environment in which every individual’s unique strengths and abilities are developed and valued. Our employees share in the responsibility for creating this environment and demonstrate mutual respect and acceptance in the workplace. We welcome everyone and are dedicated to creating a culture where all our employees have equal opportunity to be heard and reach their full potential.   

Ministry Brands is proud to be an Equal Employment Opportunity Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. 

Skills Required

  • 1+ years of related experience in client onboarding or customer-facing role
  • Bachelor's degree or equivalent education and work experience
  • Experience with back-end technology such as Salesforce or Zendesk
  • Proficiency in Office 365 (Word, Excel, PowerPoint, Outlook)
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The Company
Knoxville, TN
455 Employees

What We Do

We help more than 90,000 purpose-driven organizations grow and amplify their impact on the world by providing transformative technology and services that enable organizations to grow, protect and engage their communities. Our solutions equip clients to engage members and donors, manage fundraising and giving, plan events, run background checks on employees and volunteers, and more. Together, our nearly 700 team members help organizations transform how they operate and create positive ripple effects that drive the real human impact we all strive to see

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