Customer Onboarding Data Specialist
Company: AxisCare
Location: Waco
Posted on: October 19, 2024
Job Description:
Job Description - Customer Onboarding Data SpecialistReports
To
Director of Customer Success
Summary
Are you a detail-oriented data enthusiast with advanced Excel
skills? As a Customer Onboarding Data Specialist at AxisCare,
you'll ensure a seamless transition of customer data to our system,
helping home care agencies deliver exceptional care. You'll map,
cleanse, and import sensitive data with precision, working closely
with both customers and internal teams to meet project
deadlines.
We're looking for someone who enjoys problem-solving, can manage
multiple projects, and communicates technical information clearly.
This is an in-office role with opportunities for growth in a
fast-paced, innovative company. Advanced knowledge of Excel
formulas, shortcuts, and data manipulation is essential.
The Customer Onboarding Data Specialist will be responsible for the
following high-level objectives:
- Ensuring new customers' data is accurately and quickly
transferred from their historical system to their AxisCare
system
- Designing solutions for placing customers' historical data into
their new AxisCare system and preserving as much of the original
data as possible
- Communicating with customers in a friendly and professional way
about data migration and following up on their data migration to
ensure successful onboarding
- Creating AxisCare e-forms from customer orders as required with
new or existing customersThis person should have experience serving
customers and have excellent problem-solving skills, as well as
high attention to detail and project management skills.
What You'll Do:
- Extract, map, and cleanse data to ensure accurate
migration.
- Use Excel skills to manipulate data to be imported
- Create customer-ordered e-forms using built-in AxisCare
tools.
- Update data migration tracking documents
- Create new SaaS sites using provided tools and workflow.
- Update HubSpot (CRM) with additional client information
- Communicate with Supervisor about any updates, issues,
etc.
- Check/Reply to client and internal emails.
- Weekly meetings with Supervisor
- Liaise with development and customer success teams to
troubleshoot and resolve issues.
- Follow up with Client Agencies that have recently onboarded
with Data Migration
- Manage project deadlines, ensuring a high level of data
accuracy.
- Collaborate with clients to explain technical processes and
ensure their data is successfully onboarded.Why You'll Love Working
Here:
- Competitive salary based on job experience and skill level
- Full coverage for medical dental and vision insurance.
- 401k with generous employer matching
- Dynamic and collaborative office environment
- Be part of a company that's making a meaningful impact in the
home care industry! Working Conditions
- Manual dexterity required to use desktop computer and
peripherals
- Utilization of Microsoft Excel, ChurnZero and HubSpot CRM tool,
and email to perform job functions
- Company will provide laptop and other needed computer equipment
About AxisCareAccording to Pew Research, roughly 10,000 baby
boomers turn 65 every day, and the American Society on Aging
calculated that an American has a 70% chance of needing help with
activities of daily living such as dressing, bathing, hygiene, etc.
This has led to an unprecedented increase in Home Care agencies in
the U.S. and abroad who strive to help those who have difficulty
helping themselves, specifically offering non-medical (also
referred to as non-skilled) services to seniors in their homes.
AxisCare was started in 2011 by industry leaders to help meet the
demand for a more user-friendly and mobile-compatible solution. Our
product is a web-based management platform that helps agencies
manage CRM and marketing, Caregiver/Client scheduling, billing,
payroll and much more. Headquartered in Waco, TX, AxisCare has
clients in all 50 states as well as 6 other countries. We are a
fast-growing company seeking high-performing individuals looking
for a fast-paced, autonomous working environment.
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Keywords: AxisCare, Waco , Customer Onboarding Data Specialist, Other , Waco, Texas
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