Client Onboarding Specialist

Foley is looking for a committed Client Onboarding Specialist to connect with our clients and steer them through a hassle-free onboarding experience.

Your mission?

To build relationships, grant web portal access, deliver demos, manage expectations, and provide tech support. We're after a customer-focused problem solver with stellar relationship management skills.

Foley has been a trusted partner to motor carriers of all sizes. Our technologically advanced approach to DOT compliance automates many of the background screening and compliance requirements motor carriers must comply with- making it easier for them to onboard and retain the right driver for their business. At Foley we just don’t help our customers stay compliant – we help them thrive. 

THIS IS A REMOTE OPTION FOR THE FOLLOWING STATES

CONNECTICUT-MASSACHUSETTS-FLORIDA-SOUTH CAROLINA-TEXAS-GEORGIA

Key Responsibilities:

• Reach out to new clients, promptly using power dialer systems.
• Spearhead the onboarding journey for small market clients, addressing their unique needs.
• Ensure client satisfaction through swift communication and attentive follow-ups
• Maintain high client satisfaction through responsive communication and proactive follow-ups.
• Manage and set clear client expectations.
• Deliver in-depth training through client portal demonstrations
• Coordinate tasks, track timelines, and communicate updates to both Foley and the client.
• Provide thorough training through client portal demos.
• Become an expert in our products, services, and industry regulations to offer informed support.
• Maintain accurate client information in our core business systems.
• Protect company and customer information according to our policies.

Requirements

• Bilingual English and Spanish
• Remote experience preferred
• Bachelor’s Degree or equivalent experience.
• · 1-3 years of customer service experience is required.
• · Proficiency in Microsoft Word, Excel, and Outlook is essential.
• · Demonstrated ability to tailor client-focused solutions to meet individual needs.
• · Proven capability to manage multiple projects simultaneously, with meticulous attention to detail.
• · Self-motivated with a track record of success in a results-driven environment.
• · Strong prioritization skills.
• · Exceptional critical thinking and problem-solving capabilities.
• · Impeccable attention to detail and commitment to meeting deadlines.

Benefits

The position offers

• Compensation $18-$18.75

• Opportunities for professional growth
• A supportive work environment that values ideas over egos

Benefits include:

• Comprehensive health
• Dental
• Vision
• Generous vacation time
• Sick time
• Personal time
• 401K plan with a match

WHAT YOU’LL LOVE ABOUT FOLEY

· The people! Our employees and customers consistently express the best thing about Foley is our close-knit, exceptionally talented teams. Check out our customers feedback – on Trustpilot.

· Outstanding benefits. 3 medical plans to choose from, 2 level dental, and 2 level vision plans. Generous vacation, sick, and personal time off. 401K plan with a match. We’ve got your back so you can live your best life.

· It’s about ideas over egos. You will have the freedom to explore new ideas and approaches in an entrepreneurial environment, supported by a collaborative team.

· Professional growth. We open our roles to our employees first and encourage them to apply for growth opportunities. Our People Operations team is available to discuss career growth and help put a plan in place, helping employees achieve the growth they crave.

· Our environment! We celebrate success and believe in transparency and teamwork to get us there. We invest in collaboration tools so you can meet with your team face to face. Many of our roles are remote and we want to ensure our employees are engaged and can interact with their peers in a virtual space.

What We Do, How We Do It

Too often, companies use a piecemeal approach when it comes to screening drivers. They might use one vendor to help recruit. Another to screen. And still, another to address the complex world that is compliance. This approach is inefficient, expensive, and redundant. Not to mention, it makes it too easy for things to fall through the cracks.

At Foley, we've built a company that effortlessly manages these three areas under one roof: recruit, screen, comply. Thanks to powerful technology combined with our co