Onboarding Coordinator
Orion
About this role
The Onboarding Coordinator at Orion is responsible for managing the initial onboarding process for new clients, acting as the primary contact among various teams to ensure successful setup on the Orion platform. The role involves coordinating client setup activities, handling data and system configurations, and facilitating communication with clients and internal teams.
Skills
Qualifications
About Orion
orion.comIndustries
Technology
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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About Orion
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion.
Salary
$41k – $59k
per year