Onboarding Specialist

Onboarding Specialist
Position Summary Credico is a global leader specializing in brokering direct sales services, marketing, and digital acquisition. With operations in the US, Canada, UK and South Africa, our clients include both Fortune 500 and mid-market companies, as well as many of the worlds largest non-profit organizations. As an Onboarding Specialist, you will be responsible for assisting the Onboarding Manager and Team Leads in maintaining client and Credico USA requirements for onboarding field/sales agents.

This is a hybrid position, with the expectation that you will work in our Chicago office three days a week, and work remotely for the other two days. The hours for this position are 8am-5pm. The focus of this role is interpreting, communicating, and enforcing regulatory and contractual guidelines for such field/sales agents.
Responsibilities

• Analyze and approve client and campaign documents for agent screening and hiring, and client sales codes.
• Configure system settings, verify document completion, review screening results and appeals, ensure the boarding of compliant field/sales agents, restrict the access of non-compliant agents, and answer field questions.
• Collaborate with the Onboarding Manager to review contract terms, translate client requirements, and communicate to all parties.
• Enforce existing policies and procedures and review periodically to evaluate effectiveness and offer suggestions for improved results.
• Assist the Onboarding Manager with additional office and agent compliance tasks.
• Actively work with Sales Office Owners, Account Managers, IT department, and the Finance department to determine the best course of action on the implementation of new/existing compliance procedures.
• Other duties as assigned or are necessary that support the overall business needs.

Experience and Qualifications

• 1-3 yrs minimum experience helpful in a sales operations environment.
• Extreme attention to detail balanced with a holistic understanding of the bigger picture.
• High organization skills with the ability to effectively balance multiple tasks, prioritize work, and meet conflicting deadlines.
• Ability to work in a fast-paced deadline driven environment.
• Excellent verbal and written communication skills.
• Needs excellent customer service skills as communicating (via outbound calls, not email) to the field and to our clients is a large part of your role.
• Must be a team player and have the skills it takes to work with other people across various departments (accounting, client services, etc.) in the company.
• High energy self-starter; must be able to take initiative with minimal guidance and be comfortable working both as an individual and as part of a team.
• Proficient using Microsoft Office-based applications including email, word processing, Excel, and database software.

What We Offer

• $50,000-$55,000 annually
• Additional incentives (i.e. discretionary bonuses)
• Company paid holidays
• Paid time off (PTO)
• 401(k) with company match
• Medical, dental, and vision coverage
• Disability insurance
• Accident coverage
• Company-paid life insurance
• Commuter benefits
• Identity theft protection
• Telemedicine services
• Employee Assistance Program (EAP)
• Charitable donation matching

Credico is an equal opportunity employer, and we comply with all applicable federal, state, and local fair employment and human rights laws. In all of our business dealings, we strictly prohibit and do not tolerate discrimination against employees, vendors, contractors, job applicants or any other covered persons on the basis of any characteristic protected under relevant federal, state, or local law.

If you need assistance or a reasonable accommodation to complete any part of the job application process, please reach out to us at

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