Transition Support Services Specialist
Core
Execute sales-initiated requests by reviewing client documents, entering data into the platform, and scheduling welcome calls to transition new clients from sales to service.
Role type
Senior IC operations specialist (sales-to-service transition)
Builds
Client onboarding workflows and data integrity for HR/PEO platform
Domain
Human Resources / Professional Employer Organization (PEO)
Required skills
Data entry, quality assurance review, client communication, process improvement, system navigation, project coordination
Preferred skills
Salesforce.com, PEO industry knowledge, risk/benefits underwriting, payroll knowledge
Technologies
Salesforce.com, Microsoft Office Suite
Responsibilities
Quality assurance review of client submitted forms, research answers to prospect questions, review client information and pricing details, schedule setup and client introductory calls, facilitate communication to multiple departments for post-client setup items, provide ongoing process improvement recommendations
Seniority
Mid-level, hands-on IC