Onboarding Project Coordinator
Atlanta, GA, United States
Company Description
At Xplor, we believe that helping people make the most of each day is the most rewarding way to spend ours.
We give small and medium-sized businesses cloud-based, intuitive technology solutions that enable them to manage all the hassles of running and growing a business, so business owners can get back to doing what they love. With Xplor Pay, we help businesses get paid quickly and securely – without hidden fees. We built the tech ourselves, and our platform delivers secure, transparent, fast, and accurate payments.
We are unified by our purpose of helping people to succeed. So, when you become part of our team, you also become part of the personal connection that strengthens the relationship people have with Xplor products.
Job Description
Join our Fitness and Wellbeing Vertical as an Onboarding Project Coordinator to make a real impact every day. We say that because we know that every conversation we have, every code line we write and every interface we design is another opportunity for us to enrich our customers’ experiences.
Reporting into Senior Director, Onboarding and Implementations, you will help us to streamline and optimize our client onboarding process. This role will be responsible for managing administrative tasks, improving workflow efficiency, handling billing setup, and enhancing the overall client experience. By reducing delays and ensuring data accuracy, the Onboarding Project Manager will enable our team to focus on high-value client interactions. To be successful in this role you'll need to be highly organized and detail oriented. Some of the other responsibilities include:
- Address client inquiries and proactively follow up with unresponsive clients.
- Oversee client form intake, log data in Salesforce, and track client readiness.
- Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
- Ensure accuracy in billing terms, pricing, and payment schedules before invoicing, identifying discrepancies early
- Create and send adhoc contract adjustments to clients in onboarding.
- Maintain Salesforce data integrity, ensuring accuracy in work orders, launch dates, and missing details.
- Regularly update and clean internal project management tools such as Asana.
- Project manage ad hoc initiatives to support team objectives.
- The average base salary pay range for this position is $60,000 to $70.000
- May be considered for a discretionary annual bonus
Location: You can work fully remote in this position, provided you have eligible working rights in the United States, and you are in a …
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Fully remote
Benefits/PerksBase salary Discretionary annual bonus Flexible working arrangements Fully remote Global network Mental health support Paid parental leave
Tasks- Address client inquiries
- Client onboarding
- Handle administrative tasks
- Maintain data integrity
- Manage onboarding process
Accounting Asana Client onboarding Communication Data accuracy Data integrity Innovation Integrity Invoicing Organizational Problem-solving Project Management SaaS Salesforce Software Solutions Workflow Optimization
Experience2 years
EducationBachelor's degree Business Administration Project Management Related Field
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9