Senior Onboarding Specialist at QTI Group

Middleton, WI

About the Job


Our client, located in Middleton, is looking to hire a Senior Onboarding Specialist on a direct hire basis. This full time position will operate Monday through Friday from 8:00 AM to 5:00 PM, and will be $45,000.00 per year. This individual will be implementing and onboarding new services for clients and serving as a resource for them. This is a very customer-oriented role that requires consistent and professional communication and relationship building, so prior relevant experience is required. Additionally, the ideal candidate will have a Bachelor’s degree in business or similar. This a great locally owned company with a small, driven team of employees, and offers a fun, laidback environment within a fast-pace industry. An exceptional benefits package is available after hire. Interviews start soon for this job- apply today!


  • Serve as a primary point of contact for client account implementation process from sales to set up
  • Communicate with and educate internal and external customers on the mechanics and processes of onboarding including timelines, software functionality, and plan design review
  • Establish, maintain, and foster relationships with all internal and external customers
  • Provide accurate and thorough answers to customer inquiries using knowledge of products and services and internal resources
  • Prepare and deliver presentation materials for meetings, implementation or otherwise
  • Other related duties


  • Bachelor’s degree in business or a related field; OR four plus years of directly relevant experience
  • Minimum of five years of experience in an external customer-centric consultative and relationship management role
  • Prior experience in a tax-advantaged benefits industry preferred
  • Excellent written and verbal communications skills
  • Demonstrated presentation, public speaking, and facilitation skills
  • Good understanding of proper grammar
  • Must be self-motivated and able to resolve issues independently
  • Intermediate proficiency with Microsoft Word, Excel, PowerPoint and Outlook
  • Ability to travel overnight on occasion for outside clients, meetings, or conferences
  • Must maintain a business casual appearance (nice jeans okay)
  • Must be willing to submit to a background check upon employment offer


Reference Code: MMAS-92721CB

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