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DonorPerfect · 22 hours ago

Onboarding Coordinator Internship

United States

Internship

Remote

Intern

DonorPerfect is seeking an Onboarding Coordinator Intern responsible for ensuring customer satisfaction during the software implementation process. The role involves working closely with clients to customize their database needs and facilitate the onboarding process while maintaining effective communication and collaboration.

ComputerInformation TechnologySoftware

H1B Sponsor Likely

Responsibilities

Provide exceptional customer service to ensure client satisfaction throughout all stages of the onboarding process

Communicate regularly with the client during the implementation process to guide and drive completion of key onboarding milestones, while also problem solving, answering questions about the entire onboarding process, database, or service, and serving as their primary contact person

Work with the customer and various internal resources to facilitate the efficient delivery of the software

Determine and implement any customization requirements in the software to meet the client's needs

Deliver all purchased software and ensure a proper transition to the Training and Support departments

Document every step of the onboarding process including problems, solutions, and actions taken in a CRM system (currently Salesforce)

Recognize situations that warrant escalation, provide updates, and communicate to management details about client issues so that guidance and/or corrective action can be taken

Develop resources and materials to improve the effectiveness and efficiency of the implementation process

Complete or assist clients with completing the initial functions necessary to begin using the software. This includes importing data, customizing forms, and populating the enrollment form

Maintain proficiency in the more specialized areas of the onboarding process such as implementing ReadySetAuction, guiding Enterprise clients, and coordinating vaulted account transfers

Monitoring Slack, particularly channels dedicated to Onboarding Coordinators

Qualification

Customer serviceSalesforceProject managementMicrosoft SuiteGoogle WorkspaceSlackOrganizational skillsCommunication skillsTeam collaborationCritical thinking

Required

Superior organizational skills and a strong attention to detail is critical to this role

Build and maintain customer relationships with an orientation toward exceptional customer service

Strong project management skills to effectively manage multiple projects with varying deadlines

Excellent verbal and written communication skills. Able to actively listen, build trust, and adapt communication styles and tactics to fit the client or colleague

Encourages team unity through sharing information or expertise and collaborates well with colleagues

Proficiency with some standard software applications (Microsoft Suite, Salesforce, Google Workspace, Slack, etc)

Ability to take ownership and resolve difficult or complicated challenges

Prioritizes tasks by importance and deadline. Discerns what is crucial from what is just urgent. Adjusts priorities as situations change

Critical thinking skills and resourcefulness in terms of researching solutions to complex problems

Company

DonorPerfect

DonorPerfect provides online fundraising software.

Founded in 1981

Fort Washington, Pennsylvania, USA

201-500 employees

https://www.donorperfect.com

H1B Sponsorship

DonorPerfect has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (3)