About this role
Onboarding Specialist at Orionadvisor. Location: Omaha or Philadelphia or Lehi. Role: managing onboarding, coordinating conversions, tracking interactions Requirements: Bachelor's degree in Business/Finance required, 1+ year onboarding/implementation and account management experience, project management certification preferred, experience with Salesforce and financial services, strong communication and stakeholder skills. Category: Project and Program Management Seniority: Entry Level Tools: Salesforce.com CRM, Orion Connect Certifications: project management Commitment: Full Time Workplace: Hybrid Languages: English