Member Success/ Onboarding Associate

Company: AdvisoryCloud Inc.
Location: Novato
Posted on: July 1, 2020

Job Description:

Do you enjoy being a part of a cutting-edge company disrupting the industry they are in? Are you highly organized and enjoy speaking with others? Would you like to be a part of a dynamic team that is all working towards the same goal? AdvisoryCloud's team is expanding the market for advisory work with innovative board structures and programs for companies of all sizes, connecting thousands of executives with stimulating advisory work in new and exciting ways. As the Member Success/Onboarding Associate you will be playing a pivotal role in the introductions, training, and retention of our executive members on the AdvisoryCloud platform. You will be the point of contact for members during their Premier Onboarding Experience and the ongoing retention of executive members. You will be playing a critical role in developing long-term customer success and demonstrating the value of being an executive member with AdvisoryCloud. You will be building rapport with our executive members over the phone and will be responsible for helping complete their member's profile, educate members about the AdvisoryCloud solutions, provide necessary follow up as needed and navigate the member's ongoing experience on the AdvisoryCloud platform. Essential Duties and Responsibilities:To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Speak with members on a daily basis over the phone using a headset providing members with a positive customer experience.
• Appropriately, professionally, and respectfully communicate with members via the phone and email within company guidelines.
• Assist members by quickly identifying potential issues and providing resolutions or escalating them appropriately to management.
• Provide members accurate and update information during all interactions.
• Complete administrative tasks and notes while handling customer service cases.
• Other tasks, duties, or special projects as assigned. Supervisory Responsibilities
  • This position has no supervisory responsibilities. Knowledge, Skills, and Abilities that demonstrate professionalism, and passion:
    • Ability to provide excellent customer service while engaging members of diverse backgrounds over the phone or email.
    • Ability to work independently and within a team environment successfully.
    • Possess strong interpersonal skills in order to build effective internal and external relationships with all levels of professionals to maximize company impact.
    • Address issues with a solution-oriented approach in a timely and respectful manner.
    • Is coachable, open to learning and accepts feedback well.
    • Self-directed and efficient with resources and time, as well as persistent and dependable in meeting deadlines. Education, Experience, and Training:
      • High School Diploma or G.E.D. equivalence.
      • Proven Call Center and/or Customer Support experience.
      • Professional, courteous, and responsible customer service and phone skills.
      • Prior experience using Salesforce (or similar CRM), RingCentral (or similar), G Suite: Gmail, Drive, Calendar, SLACK (or similar IM system), and general internet search capabilities.
      • Experience using a Mac iOS system preferred.
      • Proficiency in English. At AdvisoryCloud we offer you the opportunity to work with a talented, hardworking, and passionate group of people. Our culture is friendly, supportive, and collaborative. AdvisoryCloud invests in the well-being of our employees and their families through our comprehensive benefits program that includes:
        • Competitive Pay
        • Comprehensive Medical, Dental, & Vision coverage
        • Health Savings and Flexible Savings Accounts
        • Life Insurance
        • Short and Long-Term Disability
        • 401k Retirement Savings Program
        • Commuter Benefit Plan
        • Pet Adoption Reimbursement
        • Life Assistance Program
        • RocketLawyer
        • Zestful
        • Employee Referral Program Note: This role is open to local Bay Area candidates only and is temporarily remote due to COVID. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. PM20PI121183552

Keywords: AdvisoryCloud Inc., Novato , Member Success/ Onboarding Associate, Other , Novato, California