Client Onboarding Specialist Bloomington, MN

Client Onboarding Specialist

Full Time • Bloomington, MN

We are looking for an Implementation Specialist to create an awesome client experience and increase adoption of Vanco’s products.

At Vanco, we create software that makes schools – especially their administrative teams – better, faster, and stronger. They trust us to provide streamlined payment and administrative solutions. We are growing fast and are excited to have great people join a rewarding company culture.

This role will focus on building relationships to facilitate a full understanding and positive acceptance of products and services that clients will be using. You’ll be the expert, translating and clearly communicating product capabilities and technical information to individuals with varied levels of expertise.

As a team, we are exceptional because of our curiosity, agility and creative approach to meeting the needs of our clients. We deliver unparalleled client service through a company culture that treats clients, partners and each other with the highest level of integrity and respect.

What you’ll be doing:
• Manage implementation of new clients to ensure their success in using our services.
• Evaluates client needs, develops configurations that support business processes. Help client test and troubleshoot final system setup.
• Manage activity and document communication with clients within each client record.
• Develop and maintain a high level of knowledge about Vanco’s products, services and processes.
• Use established materials to share best practices with clients to encourage improved utilization of products and to reinforce the value that we bring to our clients.
• Solve customer issues and enlist company resources to aid prompt problem resolution, especially in high-risk cases
• Write and maintain documentation and procedures for clients as needed
• Provide feedback to help drive new solutions, create more effective marketing tools and improve current solution.
• Provide first-level support to our clients’ until their transition to our Client Service team.
• Maintain the objective of a less than 24 hour follow up to client issues.
• Handle other duties as assigned.

Who you are:
• You have graduated high school, 2-4-year degree preferred or equivalent experience
• You have experience in technical set up of SaaS systems (preferred)
• You have done formal or informal project management (preferred)
• You are comfortable with using basic sales techniques to encourage upselling and cross-promotion
• You build relationships, are persuasive and get clients excited about their software solution
• You display excellent interpersonal, critical thinking, analytical and problem-solving skills
• You are proficient in MS Office, including Excel. Preferred experience with Salesforce or Zendesk
• You work well under pressure, maintaining high quality service and shifting priorities as needed
• You collaborate well with coworkers and adjust to client needs, experience level and communication preferences
• You demonstrate dependability and have scheduling flexibility are required
• You display excellent verbal and written communication skills
• You are professional, self-directed, detailed and follow through on projects
• You love to tackle a problem and advise clients on best practices
• You can commute to and work in our Bloomington office environment, use all computer/phone equipment for the hours required and participate in monthly and quarterly meetings

What we offer:
• 100% Employer Paid Health Insurance Base Plan; employee only
• Dental, Vision, Life and Accident Insurance
• Paid Holidays and 4 weeks PTO
• 401(k) Plan with employer match
• Small collaborative teams where you can impact both outcome and culture
• Learning opportunities provided by LinkedIn Learning
• Ongoing professional development opportunities and career progression
• Volunteer opportunities organized by the company
• Casual work environment with fun office events
• Office Diner with lots of drinks and snacks

Vanco is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

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Once you're hired at Vanco, your success and ours are linked. You're encouraged to take the reins to drive your career, and we offer support to help you get there. Here’s a snapshot of what you can expect as a Vanco Team Member.

Outstanding Culture
We work hard and we play hard. From social events to nerf gun battles to community participation, we love what we do and who we do it with.
4 Weeks of PTO
Take time to recharge and relax . We acknowledge your dedication to the company which is why we give you the space you need to have rewarding work-life balance.
Dynamic Work Evironment
As a company we are always evolving and innovating. Your contribution in your team and in meetings is valuable to our continued growth.
Health and Wellness
We offer a variety of health and wellness plans, including medical, dental and vision insurance and more.
Professional Growth
We know you are passionate about being your professional best and even improving on that. We offer in-house training opportunities as well as external learning options.