Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the client's initial 60 days, managing the process from the signed contract to a fully operational and confident client.

• Oversee the transition from the Account Executive and arrange the client onboarding call.

• Review contract terms and clarify the billing process for clients.

• Pre-fill and assess onboarding checklists, pinpointing location-specific configuration and activation details.

• Update location records using internal OCRA tools to enable the Activations team to activate new channels and access existing ones.

• Provide training to clients on the OCRA app, with a focus on reporting.

• Gather W-9 and ACH payment details for the Accounting Department.

• Keep in regular contact with clients throughout their first 60 days, conduct invoice reviews, and clarify reporting.

• Ensure a documented transition to the Strategic Account Manager and Revenue Optimization Manager once onboarding is completed and stable.

• Collaborate with Sales, Implementation, Activations, Accounting, Strategic Account Management, and Revenue Optimization teams.

⛳️ Requirements

• Minimum of 2 years' experience in client onboarding, customer success, or operations.

• Exceptional organizational abilities and capability to manage multiple onboarding processes simultaneously against strict timelines.

• Excellent communication skills; comfortable leading onboarding calls, building trust, and simplifying complex processes.

• Proficient in Google Suite, including Sheets, Docs, and Drive.

• Aptitude for learning and utilizing internally developed tools for tracking onboarding milestones.

• Ability to excel in a fast-paced, remote, results-driven environment.

• Capacity to identify areas for improvement and implement solutions.

• Persistent follow-through when clients are unresponsive, particularly when go-live is at risk.

• Must reside anywhere in the United States.

• Availability to work within the 10a–6p Eastern Monday–Friday collaboration window.

🏝️ Benefits

• Equity for all. Stock options are included in every OCRA offer, across all levels.

• Fully remote work. Operate from anywhere in the U.S.

• Comprehensive health, dental, and vision coverage with Employer Contribution.

• Paid time off.

• Exceptional exposure to sales, activations, revenue management, and accounting.

• Work that directly impacts the numbers.

• Flexible scheduling outside of the 10a to 6p Eastern collaboration window.