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data analysis customer onboarding salesforce saas microsoft excel📋 Description
- Onboard 15+ new clients monthly onto our platforms.
- Import, organize, and merge batches of client data.
- Be a point of contact for onboarding inquiries and requests.
- Manage expectations and meet tight deadlines.
- Troubleshoot issues via phone and email for clients.
- Advise clients on how to maximize product usage.
🎯 Requirements
- Microsoft Excel expert (advanced formulas, VLOOKUP, PowerQuery).
- Data Analysis experience.
- 3 years on an implementation team or CSM.
- Excellent customer service skills.
- Strong written and verbal communication.
- Ability to analyze situations and provide solutions.
🎁 Benefits
- Generous health coverage for you and family, disability and life insurance.
- 401(k) match after 60 days, 100% vesting after 1 year.
- Employer contribution to your HSA and an HRA.
- Flexible vacation policy: take what you need.
- Mental health resources and wellness programs.
- Fully paid parental leave: 12 weeks primary, 6 weeks secondary.
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