Onboarding Specialist

Ministry Brands is looking for an Onboarding Specialist, Protection, to join our growing team!

This is a hybrid role based out of our Tampa, FL or Tulsa, OK office. You will work from home 2 days per week and in the office 3 days per week.

This position is eligible to participate in our quarterly incentive program. Associates in this role may receive bonus payments each quarter in which the Protection division achieves its financial targets.

• Lead and coordinate the onboarding process for new clients, ensuring a smooth transition from the sales phase to implementation.
• Provide a warm and welcoming experience for new clients, setting clear expectations for their onboarding journey.
• Collaborate with clients to outline a success plan, detailing milestones and objectives, and ensuring alignment with their goals.
• Provide live training sessions in a one on one and group setting to ensure onboarded clients know how to order.
• Recognize and celebrate the initial achievements and successes of our clients, fostering a positive and motivational environment.
• Provide clients with self‑paced education resources to aid in their onboarding and product adoption.
• Ensure that all necessary underwriting and documentation requirements are met to expedite the onboarding process.
• Work closely with our Relationship Management and Operations partners to facilitate a smooth handoff from onboarding to ongoing support and services.

• 1+ years of related experience in a client onboarding, customer success, or customer‑facing role.
• Bachelor's degree or an equivalent combination of education and work experience.
• Ability to quickly understand and familiarize yourself with a large portfolio of products.
• Experience with industry-specific back‑end technology usage, such as Salesforce, Zendesk, etc.
• Excellent analytical and problem‑solving skills.
• Ability to work independently and manage multiple priorities and deadlines simultaneously.
• Proficiency in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent verbal and written communication skills, along with strong organization and follow‑up abilities.
• Exceptional relationship building skills with the ability to work both individually and as part of a team.
• Strong client focus with exceptional collaborative and influencing skills.

• Robust healthcare options: Several plans to choose from.
• Flexible paid time off: Flexible work schedules, vacation PTO, up to 80 hours of paid sick/safe leave, and 11.5 paid holidays.
• Paid parental leave: Income and time to adjust to new family additions.
• Mental health support: Access to an Employee Assistance Program for counseling at no cost.
• Professional development reimbursement: Financial assistance for further education and career growth.
• Employee Recognition & Rewards: Use of Nectar to celebrate achievements and earn rewards.

Ministry Brands is proud to be an Equal Employment Opportunity Employer.