Onboarding Specialist - Virtual Assistant

As an onboarding specialist, you will be responsible for helping the stateside onboarding team with initial setup of our products and services. Your daily tasks will include meeting with stateside teaUpgrade to see actual infombers and configuring foundational settings in their Upgrade to see actual info this role, you will be the stateside onboarding specialist’s sidekick, helping the company optimize the onboarding process.

Role/Responsibilities

Add new clients to our software and run the landing page installation on their account
Confirm the landing pages where installed & videos exist in their account
If existing client, initiate removal of our system and activation of the new system
Verify and adjust system settings based on company guidelines
Screen capture and create an account audit report.
Update internal software, HubSpot & Slack, with information about technical issues and useful discussions with customers for the support team
Assist in training junior-level onboarding specialist - virtual assistant
Other duties and responsibilities as assigned

Professional Competencies

Attention to detail and effectively multi-task in a deadline driven atmosphere
High levels of integrity, autonomy, and self-motivation
Analytical, organizational, and time management skills

Skills & Qualifications

Computer literacy
Typing, Data Entry
Google Workspace formerly Google Suite (Docs, Sheets, Slides, Drive)
Customer support, Customer service
Zoom Video Conferencing, Google Meet, or similar
Slack, company messaging