Onboarding Specialist

Chicago, IL - USA

Yearly Salary: $ 50000 - 55000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Onboarding Specialist

Position Summary

Credico is a global leader specializing in brokering direct sales services marketing and digital acquisition. With operations in the US Canada UK and South Africa our clients include both Fortune 500 and mid-market companies as well as many of the worlds largest non-profit organizations.

As an Onboarding Specialist you will be responsible for assisting the Onboarding Manager and Team Leads in maintaining client and Credico USA requirements for onboarding field/sales agents. This is a hybrid position with the expectation that you will work in our Chicago office three days a week and work remotely for the other two days. The hours for this position are 8am-5pm. The focus of this role is interpreting communicating and enforcing regulatory and contractual guidelines for such field/sales agents.

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.

Experience and Qualifications

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.

What We Offer

$50000-$55000 annually
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

Credico is an equal opportunity employer and we comply with all applicable federal state and local fair employment and human rights all of our business dealings we strictly prohibit and do not tolerate discrimination against employees vendors contractors job applicants or any other covered persons on the basis of any characteristic protected under relevant federal state or local law.If you need assistance or a reasonable accommodation to complete any part of the job application process please reach out to us at

Required Experience:

Onboarding SpecialistPosition SummaryCredico is a global leader specializing in brokering direct sales services marketing and digital acquisition. With operations in the US Canada UK and South Africa our clients include both Fortune 500 and mid-market companies as well as many of the worlds largest ...

Onboarding Specialist

Position Summary

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.

Experience and Qualifications

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.

What We Offer