Onboarding Education Consultant

Job Summary

A company is looking for an Onboarding Education Consultant (Remote).

Key Responsibilities:

• Partner with Sales Teams and Relationship Managers to assess client needs and recommend onboarding solutions
• Conduct research and interviews to understand client objectives and participant profiles
• Maintain documentation of onboarding activities and client interactions in Salesforce

Required Qualifications:

• Bachelor's degree preferred or equivalent professional experience in a related field
• 2-4 years of experience in financial services, preferably within retirement plans or employee benefits
• Experience in client-facing environments with a focus on sales or education
• Exceptional organizational skills with the ability to manage multiple priorities
• Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite