Onboarding Specialist

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector, and serving over 900 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

Core Values

HdL team members individually and collectively aspire to the following core values:

Deliver Excellence In Everything – We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.

Do The Right Thing – We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.

Foster Relationships – We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.

Give Generously – We give generously of our time and resources with our teammates, clients, and communities. We impart information for best practices, encourage professional development, and support charitable community organizations.

Enjoy The Journey – We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.

Be Authentic, Grateful, and Humble – We are thankful for the success we have achieved individually and as a company and never take it for granted.

Job Description

The Onboarding Specialist develops a process for the TFA team to operate efficiently in administering Business License and taxation programs on behalf of the client. An Onboarding Specialist will also evaluate, test new setups for accuracy and identify any potential concerns before going live with a client.  

Job Responsibilities

• Creates city-specific reports that will be utilized by the PS team.
• Conducts process meetings with inter-city departments.
• Designs new city workflows for the PS team.
• Conducts final quality check of a new client for PS.
• Conducts training for all three web portals for new clients.
• Creates user logins for each requested member of the city and provides information with quick user guides for all client web portals.
• Conducts internal meetings with OPs/TOPs teams in preparation for new clients.
• Order and test new city DID. 
• assists the team with internal department projects.

Skills and Qualifications

• Interpersonal and customer service skills.
• Analytical and problem-solving skills.
• Multitasking and organizational skills.
• Attentiveness and patience.
• Time-management skills.
• Familiarity with MS Office Suite. 

Education and Experience

• High School Diploma or equivalent.
• 1 year of customer service experience preferred.

Compensation

The starting base salary for this Fresno position is expected to be $21.00 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits 

• Competitive Base Pay
• Opportunity to participate in 401k
• Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program
• Paid time off for Vacation, Sick and Holidays
• Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)