Onboarding Specialist

Credico is a global leader specializing in brokering direct sales services, marketing, and digital acquisition. As an Onboarding Specialist, you will assist the Onboarding Manager and Team Leads in maintaining client and Credico USA requirements for onboarding field/sales agents, focusing on regulatory and contractual guidelines.

Responsibilities

• Analyze and approve client and campaign documents for agent screening and hiring, and client sales codes
• Configure system settings, verify document completion, review screening results and appeals, ensure the boarding of compliant field/sales agents, restrict the access of non-compliant agents, and answer field questions
• Collaborate with the Onboarding Manager to review contract terms, translate client requirements, and communicate to all parties
• Enforce existing policies and procedures and review periodically to evaluate effectiveness and offer suggestions for improved results
• Assist the Onboarding Manager with additional office and agent compliance tasks
• Actively work with Sales Office Owners, Account Managers, IT department, and the Finance department to determine the best course of action on the implementation of new/existing compliance procedures
• Other duties as assigned or are necessary that support the overall business needs

Skills

• 1-3 yrs minimum experience – helpful in a sales operations environment
• Extreme attention to detail balanced with a holistic understanding of the bigger picture
• High organization skills with the ability to effectively balance multiple tasks, prioritize work, and meet conflicting deadlines
• Ability to work in a fast-paced deadline driven environment
• Excellent verbal and written communication skills
• Needs excellent customer service skills as communicating (via outbound calls, not email) to the field and to our clients is a large part of your role
• Must be a team player and have the skills it takes to work with other people across various departments (accounting, client services, etc.) in the company
• High energy self-starter; must be able to take initiative with minimal guidance and be comfortable working both as an individual and as part of a team
• Proficient using Microsoft Office-based applications including email, word processing, Excel, and database software

Benefits

• Additional incentives (i.e. discretionary bonuses)
• Company paid holidays
• Paid time off (PTO)
• 401(k) with company match
• Medical, dental, and vision coverage
• Disability insurance
• Accident coverage
• Company-paid life insurance
• Commuter benefits
• Identity theft protection
• Telemedicine services
• Employee Assistance Program (EAP)
• Charitable donation matching

Company Overview