Lead Onboarding Specialist, Electronic Trading Integration
BestEx Research
Job Level
Mid-LevelSenior
About the role
- Configure new and existing TrueLark accounts based on business type and client-specific needs
- Generate login credentials and provide clear instructions for API access based on the client’s booking platform
- Input and manage API credentials to enable account integrations
- Tailor account settings to meet individual business location requirements
- Conduct user acceptance testing and perform final functionality checks before transitioning accounts to the customer-facing team
- Coordinate with internal teams to ensure timely transitions and a seamless go-live process
- Collaborate closely with customer-facing Onboarding Specialists and Engineering; reports to the Porting Team Lead
- Support implementation of TrueLark for brick-and-mortar, appointment-based businesses
Requirements
- Strong attention to detail, organization, and time management
- Excellent communication skills via Slack, email, and virtual meetings
- Ability to manage onboarding workflows and timelines across multiple client accounts
- Comfort working with technical systems, documentation, and business management software platforms
- Must be available to work during Utah Mountain Time
- Availability during U.S. business hours
- Collaborate with cross-border teams (India) for back-end configuration
- Experience in onboarding, customer support, or implementation roles
- Background in project coordination or project management, ideally in SaaS or tech
- Familiarity with tools like CRMs, project management software, or ticketing systems
- Strong ability to anticipate and proactively solve issues
- Ability to remain calm and positive in fast-paced or high-demand situations, with strong ownership mentality