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Contribute to the creation of educational content Ensure that learning is taken from help desk queries, onboarding materials are updated, and development fixes as made as appropriate Ensure help desk queries are monitored and promptly replied to - set KPIs for this and ensure they are reached Send client satisfaction survey to all clients on completion of onboarding Conduct virtual reviews with partner and enterprise clients after 2 weeks, 6 weeks, 3 months, 6 months and then every 6 months Maintain customer and partner onboarding status in our CRM for cross-department transparency Coordinate and deliver training sessions to ensure confidence in the platform and to cultivate customer satisfaction

Proactively coordinate with both the customer and internal staff to ensure timelines are met

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This requires a working knowledge of our platform and technology, how to get them set up and the ability to troubleshoot and correct issues Oversee the entire onboarding process of a rotating portfolio of customers. Your role doesn’t end once the customers is active, instead you will pivot to focusing on continued success by surveying the customers, providing them new & useful materials on the Banking as a Service solutions, and will be the first point of contact addressing and triaging customer support inquiries. To deliver exceptional customer satisfaction, you will take a vested interest in the customers business processes, educating yourself on their unique needs and ensuring VoPay addresses as many of those as possible, as you shepherd them through the critical onboarding process. As an Onboarding Specialist your responsibilities are vital to VoPay’s success in achieving our customer and partner satisfaction and growth goals.Īs an Onboarding Specialist at VoPay, you will be working with new customers focusing on getting them operational in a quick, efficient, and compliant manner while ensuring they extract the maximum business impact from VoPay’s Banking as a Service technology. You are highly motivated, results-oriented and have a proven track record of impressing customers and achieving targets. You are a passionate individual with strong communication skills and a technical background who thrives in a fast-paced, customer-centric and entrepreneurial environment. A candidate's final compensation is determined based on experience, skills, education, market conditions, and business needs.īenefits: We cover all premiums for you and your dependents, and our benefits include Life Insurance, Accidental Death & Dismemberment, Extended Health & Dental and an Employee Assistance Program (EAP). You can’t ask for a better combination.Ĭompensation: Competitive compensation package, ranging $55,000 - $70,000. People: Each person on our team is both driven and supportive of their colleagues. Our product is innovative, well rounded, and in-demand. Product: Anyone knows that the quality of the product is critical to a company’s success. Our foundation is further built on innovation, agility, teamwork, and respect.Īmbition: Do you want to be part of a success story? We dedicate effort, resources, and time to making sure we comply with all regulatory requirements and beyond.

Being in the financial sector means it is critical that we are 100% trusted by our clients. We work hard to realize our vision for the future. Each individual here is driven and ambitious, while being part of a united and supportive team. We believe in growing with the company and promoting from within. VoPay's platform empowers any company to seamlessly integrate financial services and payment capabilities into their existing applications, products, or services, all through a unified and scalable API. Our all-encompassing Fintech-as-a-Service platform is poised to redefine financial services for forward-thinking business leaders throughout North America. VoPay is a visionary leader in the realm of intelligent payment infrastructure and embedded finance. Established in 2016, VoPay is trusted by Canadian enterprises across all industries and has over 12,000 North American financial institutions within its network and continues to grow.