OneDigital
Intake Coordinator
Beverly, Massachusetts
Sponsorship not specifiedDetected 29 days ago
SalesforceProcess ImprovementRecruitingCustomer SupportAR/VRCommunicationOrganizational SkillsMicrosoft Office
About the role
- The Implementation Intake Coordinator serves as the primary administrative and operational link between Sales, Implementation, Tax, and Operations during the onboarding of new clients.
- This role is responsible for reviewing newly sold business, ensuring complete and accurate documentation, coordinating internal handoffs, and supporting a smooth transition from sales to implementation.
- The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while maintaining exceptional communication with both internal teams and clients.
Responsibilities
- Maintain accurate implementation records within Salesforce and other internal systems.
- Partner with implementation consultants to ensure clients are properly prepared for onboarding activities.
- Maintain implementation checklists and onboarding documentation throughout the client setup process.
- Partner with the Tax Department to obtain federal, state, and local tax registration documents.
- Cross-Functional Support
- Build strong working relationships across Sales, Implementation, Tax, Service, and Operations teams.
- Support continuous improvement efforts designed to enhance the client onboarding experience.
- Support business continuity efforts to ensure uninterrupted client service during staffing absences or emergencies.
Requirements
- Proficiency with Microsoft Office Suite, Salesforce, and business software applications.
- Willingness to be cross-trained on payroll distribution processes and to support operational continuity efforts when required.
- Required client documentation is collected accurately and on time.
Nice to have
- Associate's or Bachelor's degree preferred
- equivalent work experience will be considered.
- 2+ years of experience in client onboarding, implementation coordination, project coordination, payroll, HR, banking, or administrative operations preferred.
Visa & Work Authorization
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.