Onboarding and Operations Officer - Remote

Overview

The Onboarding and Operations Officer serves as the primary point of contact for clients once an account is successfully secured. This role is essential in ensuring a seamless and positive onboarding experience for both clients and new hires. They will manage the kick-start meeting process, align all stakeholders, and coordinate personnel and IT setups for smooth transitions.

This position is ideal for a proactive individual who excels in building positive client relationships, coordinating cross-functional tasks, and driving process improvements during downtime. The Onboarding and Operations Officer ensures that every new hire and client enjoys an exceptional experience.

In Short

• Schedule and lead kick-start meetings with clients, ensuring onboarding materials and templates are tailored, maintained, and up-to-date.
• Complete all client-specific requests and provide necessary information pertaining to their new employee(s).
• Collaborate with the IT team to configure remote sessions, ensure timely setups, and develop a knowledge base to reduce downtime during onboarding.
• Provide advice and solutions for issues arising during onboarding or offboarding phases.
• Run through key business information policies and address any related concerns.
• Facilitate onboarding and offboarding processes, ensuring proper documentation and resource retrieval.
• Collaborate with the Talent Acquisition and Account Management teams to align hiring and onboarding requirements.
• Communicate with new hires throughout the onboarding process to reduce withdrawal risks, and collaborate with HR, Recruitment, and Performance and Development teams to address concerns.
• Build and maintain strong relationships with clients and stakeholders, addressing needs, providing updates, and ensuring alignment with onboarding requirements.
• Monitor and manage client contracts, schedules, and data accuracy, ensuring records in HubSpot are up-to-date.
• Create feedback mechanisms to gather insights from clients and new hires on the onboarding process.
• Participate in internal projects aimed at process improvements and efficiency.
• Assist with employee engagement initiatives.
• Support marketing efforts by creating onboarding-related content for internal or client-facing communications.

Requirements

• Proactive individual with strong client relationship skills.
• Experience in onboarding and offboarding processes.
• Ability to coordinate cross-functional tasks effectively.
• Strong communication skills.
• Familiarity with IT setups and remote session configurations.
• Experience with documentation and record-keeping.
• Knowledge of HubSpot or similar CRM tools.
• Ability to create engaging content for marketing purposes.

Benefits

• Opportunity to work in a dynamic environment.
• Engagement in process improvement initiatives.
• Collaboration with various teams.
• Professional development opportunities.