Client Onboarding Specialist (UA)

 

 

Company Overview: 

 

brightfin is a revolutionary, subscription-based software provider of Technology Expense Management and Digital Workplace Solutions. Built natively on ServiceNow, brightfin helps companies centralize and manage IT assets and expenses across mobile, telecom (fixed / voice & data), and cloud. 

 

brightfin partners with enterprises and government agencies globally to provide cost savings, deep insights, efficiency through automated workflows, and industry-leading services such as UEM, lifecycle management, bill pay, and more. The company has been recognized as a Visionary on Gartner’s Magic Quadrant for Managed Mobility Services, Global. 

 

Employment Type:
Full-Time 

 

FLSA Status: US Non-Exempt 

 

Job Summary:
Client Onboarding Specialists are instrumental in the success of an implementation. This position assists the client onboarding manager in the collection and mapping of critical customer data (listed below), coordination of internal teams and customer training, all of which are intended to ensure a seamless customer implementation and positive overall customer experience. 

 

Essential Functions / Duties
/
Responsibilities: 

 

Collects carrier/provider details:  Creates LOA’s, coordinates execution between parties, validates finalized copies.
  Manages data collection, status tracking, and communications regarding:
  LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection   Configuration for standard allocation/audit/reconciliation/ rules. Financial periods and Accruals
  Assists operational onboarding manager in the efforts and configures the below w/ coordination with the Invoice Team:  Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.  Participates in discussions all additional implementation discussions & service deployment:  ServiceDesk, Logistics, Third Party services (Fixed, UEM, Bill Pay)   Participates in customer UAT  Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation)
  Participates in operational go-live readiness sign-off  

 

 

 

 

Minimum Qualifications: 

Bachelor's Degree in appropriate field of study or equivalent work experience  Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued.   ServiceNow experience a plus  

 

Required Knowledge/Skills/Abilities:  

Excellent verbal and written communication skills.   Excellent interpersonal and customer service skills.  Excellent sales and customer service skills.  Excellent organizational skills and attention to detail.  Excellent time management skills with a proven ability to meet deadlines.  Strong analytical and problem-solving skills.  Strong supervisory and leadership skills.  Ability to prioritize tasks and to delegate them when appropriate.  Ability to function well in a high-paced and at times stressful environment. 

Proficient with Microsoft Office Suite or related software. 

 

Physical Requirements:  

Prolonged periods of sitting at a desk and working on a computer. 

 

Location:
Remote; US, Philippines, or Ukraine 

 

 

Disclaimers + EEO Statement + background check + IT security 

The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 

 

brightfin is an equal opportunity employer. The company will consider all qualified applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran or military status, age, genetic information or other characteristics protected by federal, state, or local applicable law. 

 

Candidates are subject to a background check.  

 

All employees must adhere to brightfin’s Information Security and Privacy policies and procedures.