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Centralized Client Onboarding Specialist at Grand Valley State University - ApplyBlast

Centralized Client Onboarding Specialist

Grand Valley State University

7 days ago

4.3 on Glassdoor

Remote

Part Time

Junior

0 applicants

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About this role

The Centralized Client Onboarding Specialist serves as the primary point of contact for the Michigan SBDC, welcoming and onboarding new clients into the organization. This role executes a standardized statewide onboarding process, utilizing CRM and AI systems to efficiently assess clients and match them with the appropriate consultant. The position ensures every client receives a high-quality initial experience while maintaining accurate data and adhering to established protocols.

Responsibilities

Manage inbound calls and triage clients to appropriate consultants
Conduct welcome meetings and onboard new clients into the organization
Record client data in Salesforce and utilize AI tools for data extraction

Skills

About Grand Valley State University

gvsu.edu

Headquarters

Allendale, Michigan, United States

Company Size

1001-5000 employees

Founded

1960

View Profile

At Grand Valley State University, we empower learners in their pursuits, professions, and purpose. The university enriches society through excellent teaching, active scholarship, advancement of equity, and public service.