Centralized Client Onboarding Specialist - MI-SBDC (part-time temp hourly)
Core
Serve as the critical front door for the Michigan SBDC, welcoming and onboarding new clients into the organization.
Role type
Client onboarding specialist (customer service)
Builds
Efficient client assessment and matching with the right consultant based on region and expertise
Domain
Business consulting / Small business development
Deliverable
client delivery
Required skills
Verbal and written communication, Customer service experience, Process orientation, Technical dexterity, Systemic thinking (triage)
Preferred skills
Spanish proficiency, Proficiency with Google Workspace, Calendly, Slack, Salesforce
Responsibilities
Conduct welcome meetings and phone calls to gather client information, Manage and triage inbound calls, Escalate complex inquiries, Record client data in Salesforce, Use AI tools for data extraction, Manage calendars to prevent double-bookings
Seniority
Entry-level / Part-time temp