Onboarding Specialist

The Onboarding Specialist plays a pivotal role in the seamless integration of new clients into our systems and processes.  Responsible for compiling essential documentation, creating client accounts, and overseeing data collection, this role ensures efficient onboarding and ongoing support for our clients.  Additionally, this position assists the sales team, processes churn and contributes to upload and cross-selling efforts by leveraging insights into client needs and product offerings.  The Onboarding Specialist is instrumental in driving operational excellence and client satisfaction throughout the onboarding process and beyond.

We value the impact and connection that comes from regular in-person collaboration. This candidate will work from our New London, CT office. We are unable to offer work sponsorship for this role.

Who we are:

InsideTrack, a Buyers Edge Platform SaaS solution, is the leading data and spend management technology empowering foodservice operators including restaurants, casinos, hospitality, colleges, and universities. Our commitment to transparency is evident in our proprietary technology that we use to standardize and normalize foodservice purchasing data, offering operators the key to unlocking valuable insights and visibility into the health of their business. Specializing in identifying overcharges, optimizing contract compliance, providing comprehensive management reporting, and maximizing rebates, InsideTrack ensures businesses thrive. Leveraging a Transactional Volume exceeding $50B+, we benchmark clients' procurement information against industry standards, guiding them in answering critical procurement questions and achieving purchasing and savings goals with precision.

Your impact:

• Compile all necessary paperwork for new clients, liaising with Account Executives to ensure holistic information gathering.
• Compile all necessary paperwork and data for prospects, liaising with Sales to ensure holistic information gathering.
• Create new client accounts within all systems
• Communicate effectively with clients and internal teams to facilitate the onboarding process, ensuring clarity on required materials and timeliness.
• Manage data collection, set up across all applicable services, and maintain accurate client information between all systems.
• Assist Sales and Client relations with paperwork and inquiries, process churn, and provide updates and details.
• Drive upsell/cross-selling initiatives leveraging understanding of client needs and product offerings.
• Work with Manager of Client Relations to assign and transition account from implementation to a Client Manager.
• Assist Client Managers in the setup of new locations, data requests, and other onboarding related tasks.

About you:

• Excellent interpersonal skills with a proven ability to develop and nurture relationships.
• Demonstrated leadership qualities.
• Strong time management abilities, capable of effectively organizing and prioritizing multiple tasks.
• Proficient in computer usage, including internet navigation and excel.
• Background in providing exemplary customer service.
• Demonstrates courtesy, politeness, and patience in all interactions.
• Strong team orientation and collaborative mindset.
• Attention to detail is a must.
• Minimum 3 years’ experience in a sales support role.
• Proficiency in Salesforce and Microsoft Office is essential.

Not sure you meet every qualification? Studies show that diverse applicants often hesitate to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion—if you're excited about the role, we encourage you to apply. You might be exactly who we’re looking for!

What's in this for you?

Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life and long-term-disability plans! On top of this, we also offer a 401(k) plan with company match.

Invest in your success. We will provide you with a thorough training and development program; and offer competitive compensation.

Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don’t have to accrue time off in order to take it! 

We welcome all.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.