Client Onboarding Specialist Bloomington, MN, Bloomington, MN

Client Onboarding Specialist

Full Time • Bloomington, MN, Bloomington, MN
At Vanco, we serve those who enrich our communities. Vanco provides businesses, nonprofits and educational organizations a complete range of payment solutions and administrative software. Our solutions make payment processing simple and ease administrative burdens for faith-based groups, nonprofits and schools. We are a software payments company for community organizations, and every transaction tells a story.

An important part of who we are is our Vanco Values in Action. At Vanco, our employees:
  • Clearly Care
  • Own It
  • Grow
  • Have Grit
We are looking for an Implementation Specialist to create an awesome client experience and increase adoption of Vanco’s faith-based products.

Vanco provides businesses, nonprofits, and educational organizations a complete range of payment solutions and administrative software. Our solutions make payment processing simple and ease administrative burdens for faith-based groups, nonprofits, and schools.
 
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.
• Evaluate client needs and develop configurations that support business processes.
• Help clients 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 or equivalent experience (preferred)
• 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 software solutions
• 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
• You display excellent verbal and written communication skills
• You are professional, self-directed, and detailed, and follow through on projects
• You love to tackle a problem and advise clients on best practices
• You can 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/WFH capability 
• 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.





(if you already have a resume on Indeed)

Or apply here.

* required fields

Location*
Resume/Qualifications*

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Vanco is an Equal Opportunity 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.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Form CC-305
OMB Control Number 1250-0005
Expires 5/31/2023


Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.


How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to:


Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

i Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Employer Paid Health Insurance
Generous PTO
401(K) Matching