CastleBranch Hiring for Client Onboarding Specialist Full Time

At CastleBranch, we hire people with passion. From forming groundbreaking ideas, to launching new technology; from lending a hand in our neighborhood, to serving our nationwide community of clients, everything we do is fueled by a team of nearly 500 passionate team members. If you are passionate and excited to be part of a growing, visionary company where your ideas are heard, you have an opportunity to be successful at CastleBranch.

How this Role Impacts CastleBranch and its People

As a CB Bridges Specialist for CastleBranch, you will maintain business relationships with organizations that are partnering to use CastleBranch and its services. You’ll work with clients to create and manage contracts. The clients we work with are enterprise businesses, higher education institutions, and hospital/health care providers. This position builds and maintains relationships. Your goal is to ensure clients are satisfied throughout a successful onboarding and implementation process. Success in this role will maximize the client’s use of CB products and services.

About Us

We’re not new here, but our way of thinking is. CastleBranch is a data-management company that empowers people and organizations to use their data to reach their goals. We design innovative technology solutions for the complex problems that businesses, schools, and healthcare institutions face today. We are committed to helping individuals along their transition to and through professional life, and with that, to celebrating individuals as they forge their own, unique paths forward. We champion the individual and what makes each person unique.

Areas you will Impact

• Coach our clients through scheduled educational webinars, in order to give them optimal use of our services. Conduct assessments and develop recommendations for customers to improve their experience with our services.
• Build effective business relationships, internally and externally: keeping a high energy and positive attitude. Maintain open communication with customer and management around any shortcomings or frustrations.
• Manage the contract negotiation and execution process, in addition to contract renewals.
• Onboard new clients successfully, and ensure that accounts maintain a steady state.
• Continuously Grow and learn to develop an expert working knowledge of all products, services, internal systems, assigned accounts, new opportunities, and competitors.

Key Skills and Experiences

• Experience: At least six-months to one year in a similar role in a call center environment with comparable goals/responsibilities (Contract management, contract administration, professional writing, use of CastleBranch tools and services preferred education)
• Skills- You must be an excellent communicator, someone who is detail oriented, and motivated. You have the ability to multitask and handle multiple ongoing projects effectively. You should also be confident in BeeCheck and Sugar navigation within 90 days (preferred).
• Characteristics- You have a clear, and concise communication style. You exude a positive attitude and are a team player. You bring a passion for customer service and big picture thinking to the table every time. You like to see things through from start to finish and continually build on existing relationships.

Required to Thrive at CastleBranch

· Forge your path- Embrace pathing opportunities to help you grow the way you want to grow. Have the willingness to determine where you want to be and how CastleBranch can help you get there.

· Be authentic to you- Know your strengths and celebrate them. Recognize your weaknesses and grow from them. Communicate openly about both.

· Put people first- People deserve dignity. Find respectful ways to disagree and work together to promote radical honesty and transparency. Practice compassion toward others.

Act with courage- It takes courage to commit to a new idea and stick with it. We’re not always right, but we always act with courage. We make big mistakes and have big breakthroughs. Own your mistakes, learn and grow.

Our Campus

You’ll find much more than people working with their heads down at their desks here. We believe in communication and collaboration, and our home base reflects that, with plenty of space and natural light to inspire your best ideas. Our onsite microbrewery is the spot for weekly happy hours with games, food, and lots of camaraderie. Our rec room hosts Ping Pong and ski ball tournaments. At lunch time, we step outside for a bite from a local food truck. We believe in feeling good every day and we want each team member to feel their best here. Our campus is located across the street from Mayfaire Town Center, within walking distance of plenty of restaurants, coffee shops, and hangout spots. Applicants also have the ability to work in a full remote capacity.

Benefits of Being a CastleBranch Team Member

• Paid training
• Full medical/dental/vision coverage
• Tenure-based PTO accrual
• Life insurance/long- and short-term disability coverage
• Paid community volunteer opportunities
• Paid holidays
• 401K with 3% matching
• Employee referral bonus with no cap
• Advancement opportunities
• Continuing education and cross-training opportunities
• Loads of community perks like restaurant price reductions and discount gym memberships

CastleBranch is an equal opportunity employer committed to creating a diverse workforce. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, service member status, amnesty or status as a covered veteran, or any other protected classification under applicable federal, state, and local laws.

Job Type: Full-time

Pay: $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Wilmington, NC 28405: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Wilmington, NC 28405