Onboarding Specialist

Reports To: Group Manager, Professional ServicesDepartment: Learning & DevelopmentBAI and RMA have come together as ProSight Financial Association, an organization whose purpose is to empower financial services leaders to strengthen and advance the industry. The strategic combination of two influential non-profit organizations brings together BAI’s expertise in serving the retail banking and regulatory compliance functions and RMA’s experience in serving the commercial banking and risk management functions. Our industry-leading offerings include: research & comparative analytics, decision support tools, learning and development, thought leadership, large industry events and executive peer sharing roundtables and forums.

The Onboarding Specialist is responsible for the success of new customer implementation (“onboarding”) activities. The Onboarding Specialist conducts consultative calls with customers pertaining to implementation activities and supports scheduling of tasks required to implement a customer within the Policy Management System (LMS) and the Policy Manager tool.

ResponsibilitiesWork closely with internal sales and contracts personnel in the activities associated with a customer’s transition from contract signing through system set‐up, implementation, and trainingSchedule and monitor all new customer implementation activities; schedule and monitor current customer system implementation activities associated with LMS functionality and Policy Management functionalityProvide new customer training as part of the onboarding process; provide training for customers who have contracted for expanded products and/or servicesSchedule and conduct new customer consultative callsWork with the Customer Success Manager, Account Management in all follow‐up consultative calls pertaining to import of customer information and development of any specialized customer-related themes and logosWork with the Customer Success Manager, Account Management to perform all quality assurance and testing for customer importsMonitor the overall process and service levels, and provide reports, pertaining to the status of the activation and the deactivation of customers within the LMS or Policy Management toolAssist other Customer Success Manager team members as needed including, but not limited to, providing Tier 1 Technical Support for external customers and training and demos, as requiredPerform post onboarding follow up calls on Policy Manager client adoptionRequirementsBachelor’s degree preferred or equivalent years of education and related work experience1‐3 years’ experience in related discipline(s):

education/training, support, product management, process management, or information technologyStrong project management skills; ability to handle multiple tasks/projects under tight deadlinesAbility to understand customer needs and conduct consultative conversationsOrientation toward identifying and implementing process improvementsStrong analytical, oral and communication skills; strong customer service skillsStrong computer skills, proficient in Word, Excel and Microsoft OutlookExperience working with software and/or technology applicationsExperience working with projects that require trackingThe salary range for this position is $55,000 - $70,000. Compensation offered will be determined by skills, experience, education, job-related knowledge and market considerations.

This role is eligible for an annual incentive plan based on business results and individual performance. ProSight offers an outstanding benefit package including comprehensive insurance coverage, a 401(k) plan with company match, flexible time off programs, a hybrid work model, and bonus potential with the ability to work in a collaborative, team-oriented environment. We are a hybrid organization, offering employees flexibility to work remotely while fostering in-person collaboration when needed. We are initially prioritizing candidates located in or near Philadelphia, PA; Chicago, IL; and St. Louis, MO to support team connectivity through periodic in-person meetings and collaboration sessions.

If a strong match is not found within these regions, we will expand our search to include candidates in other locations. ProSight will not sponsor applicants for work visas and as a precondition of employment, you must be authorized to work in the United States permanently. To learn more about our company please visit www. prosightfa. org, www. bai. org, and www. rmahq. orgPowered by JazzHR4t5yeW1wMJ