Member Experience Onboarding Specialist

Description

Member Experience Onboarding Specialist

Location
:
Provo, UT and/or Murray, UT

Department
:
Member Experience

Salary Range
: $21-$25 per hour (DOE)

Classification
:
Non-Exempt

Reports To
:
Member Experience Team Manager

Status
:
Full-Time

About the Role

We are seeking a confident, detail-oriented Onboarding Specialist to guide new PRIME members from purchase to activation. You’ll lead daily video welcome and activation calls, learn about each member’s business, confirm the services they purchased, introduce our tools, and make sure they understand the documents and next steps needed to get started.

Members may ask about financial forms, bookkeeping, banking documents, and basic tax concepts, so you’ll need a practical finance foundation. You’ll explain established processes, not give individualized tax or accounting advice. Shifts run 9–5 or 10–6.

What You’ll Do

• Welcome & Activation Calls: Lead daily video calls that create a professional, reassuring first experience after the sale.
• Member Discovery: Ask thoughtful questions to understand each member’s business, goals, and current practices, and confirm the scope of services purchased.
• Tools & Workflows: Walk members through our dashboard, software, and support resources, and help them set up bookkeeping and expense-tracking workflows in the product.
• Document Guidance: Explain the purpose of requested financial documents, common forms, and recordkeeping steps in clear language using approved guidance.
• Scope & Escalation: Answer routine process and general bookkeeping or tax-literacy questions within your approved scope, and escrow technical or individualized questions to tax or accounting professionals.
• Scheduling & Next Steps: Schedule appointments and follow-ups, coordinate with internal teams, and set clear expectations about what happens next and who owns each action.
• CRM & Checklists: Complete onboarding checklists and document business details, questions, commitments, setup progress, and open items in the CRM.
• Quality & Performance: Follow approved scripts, workflows, and privacy requirements, meet KPIs for activity, scheduling, quality, and activation, and take part in coaching and ongoing training.

Why Prime

Who we are: Remember when every step of launching your dream felt like a mountain? Debt loomed, the tax code was a cryptic puzzle, and building a rock–solid foundation seemed impossible. PRIME Corporate Services was forged from that very struggle - by entrepreneurs who knew there had to be a better way.

We are not just a faceless firm; we are a co-pilot for founders, operators, and business builders navigating the chaos of growth. We help cut through red tape, simplify complex systems, and help entrepreneurs structure their business for long-term financial freedom.

From entity structuring to tax strategy to business credit and funding, we don’t just protect businesses - we help to scale them. Our team partners directly with high-growth entrepreneurs and affiliate partners to drive measurable outcomes; more leads, more revenue, and stronger businesses.

We deliver expert guidance and exceptional service at every stage of the business journey.

Our Mission

We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum.
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting…