About this role
Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
We are seeking a dynamic and experienced Senior Manager of Onboarding to lead our onboarding team within the retirement and insurance sectors. This individual will be responsible for ensuring a seamless and positive onboarding experience for our ministry partners and their employees, fostering long-term relationships, and driving operational efficiency. This role will also oversee the development of a new onboarding process for new employees with existing clients.
What You’ll Do:
Leadership and Strategy:
• Lead and manage the ministry partner onboarding team, setting clear goals and expectations. • Develop and implement onboarding strategies that align with organizational goals and enhance ministry partner and customer satisfaction. • Collaborate with senior management to identify opportunities for process improvements and innovation in onboarding practices. • Onboarding Process:
• Oversee the end-to-end onboarding process for new ministry partners and their employees, ensuring a smooth and efficient transition to our products and services. • Work closely with the sales team to ensure a smooth handoff from prospect to active ministry partner, including the transfer of all relevant information and documentation. • Develop and maintain comprehensive onboarding materials and documentation to support ministry partners and their employees throughout the process. • Coordinate the handoff to the relationship management team after onboarding is complete, ensuring a seamless transition and continued support for the ministry partners. • Ministry Partner and Employee Success:
• Act as a guide for new ministry partners and their employees, reinforcing their choice of our services and setting them up for long-term success. • Process Improvement:
• Collaborate across the enterprise to create, streamline, and enhance onboarding functionality, processes, and procedures. • Educational Resource Development:
• Develop and maintain educational resources to help new ministry partners and their employees understand and utilize our offerings effectively. • Educate members on how to start and stay well, ensuring they retire financially secure and resilient. • Cross-Functional Collaboration:
• Work closely with various departments, including Sales, Customer Support, Product Development, and Marketing, to ensure a cohesive onboarding experience. • Performance Metrics:
• Establish and monitor key performance indicators (KPIs) to measure the success of the onboarding process and identify areas for improvement. • Client Feedback:
• Gather and analyze ministry partner feedback to continuously improve the onboarding experience and address any issues promptly. Supervisory Responsibilities and/or Relationships
• Direct reports include leaders of the insurance and retirement onboarding teams as well as future employees related to re-enrollment and other onboarding roles. • What You’ll Need:
• Bachelor’s degree in Business Administration, Finance, Marketing, Communications, or a related field; advanced degree preferred. • Minimum of 7-10 years of experience in client onboarding, customer success, or a related field, preferably within the employee benefits industry. • Proven leadership experience with the ability to manage and motivate a team. • Manage complex initiatives by defining scope, establishing timelines, coordinating resources, mitigating risks, and driving accountability across teams. • Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively. • Strong analytical and problem-solving abilities, with a focus on process improvement. • Demonstrated commitment to providing exceptional customer service and enhancing the client experience. • Familiarity with onboarding software, CRM systems, and other relevant technologies.
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