Client Onboarding Specialist (UA)
Company Overview: brightfin provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize, optimize, and allocate spend to clearly show IT’s value in delivering revenue, services, and organizational enablement for the enterprise. Our goal is to shape a world where every technology decision is grounded in financial truth, operational clarity, and intelligent automation — enabling organizations to reduce total spend and reinvest in critical innovation.
Job Summary:
Client Onboarding Specialists are instrumental in the success of an implementation. This position assists the client onboarding manager in the collection and mapping of critical customer data (listed below), coordination of internal teams and customer training, all of which are intended to ensure a seamless customer implementation and positive overall customer experience.
Essential Functions / Duties/Responsibilities:
llects carrier/provider details:
- Creates LOA’s, coordinates execution between parties, validates finalized copies.
Manages data collection, status tracking, and communications regarding:
LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection
- Configuration for standard allocation/audit/reconciliation/ rules. Financial periods and Accruals
- Assists operational onboarding manager in the efforts and configures the below w/ coordination with the Invoice Team:
- Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.
- Participates in discussions all additional implementation discussions & service deployment:
- ServiceDesk, Logistics, Third Party services (Fixed, UEM, Bill Pay)
- Participates in customer UAT
- Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation
- Participates in operational go-live readiness sign-off
Minimum Qualifications:
- Bachelor's Degree in appropriate field of study or equivalent work experience
- Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued.
- ServiceNow experience a plus
Required Knowledge/Skills/Abilities:
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Strong supervisory and leadership skills.
- Ability to prioritize tasks and to delegate them when appropriate.
- Ability to function well in a high-paced and at times stressful environment.
- Proficient with Microsoft Office Suite or related software.
IMPORTANT DETAILS
- Fully remote position
- Working hours: Monday–Friday, 11:00 AM–20:00 PM Kyiv Time
WHAT WE OFFER
- Medical insurance — after successful completion of the probationary period
- Equipment — we set up everything you need to work comfortably from home
- Full FOP administration — we handle all administrative matters related to your business entity
- Unlimited paid time off — coordinated with your team; we trust you to manage your time responsibly
- Annual salary review — based on performance review outcomes
- Parental leave — we support you through every stage of life
- Comfortable remote setup — we care about your day-to-day work experience
- Employment Type: Full-Time
Physical Requirements: Prolonged periods of sitting at a desk and working on a computer.
Location: Remote (Ukraine Private Entrepreneur)
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
brightfin is an equal opportunity employer. The company will consider all qualified applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran or military status, age, genetic information or other characteristics protected by federal, state, or local applicable law.
Candidates are subject to a background check. ll employees must adhere to brightfin’s Information Security and Privacy policies and procedures.
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