Onboarding & Compliance Specialist

POSITION SUMMARYApplying for this role is straight forward Scroll down and click on Apply to be considered for this position.Customer Onboarding falls within the Finance department of PerfectVision. Within this role you will be working with our recruiters to setup new dealers who will then be selling and installing products and services from our multiple partners. This position will be reviewing new dealer setup agreements and also current dealers who may want to add additional partner programs that they want to sell. This involves ensuring agreements are filled out correctly, initiating background and credit checks, making sure any insurance requirements are met, etc. Attention to detail is very important.A qualified candidate for this position may not necessarily meet every requirement as listed in the Essential Functions area below.ESSENTIAL FUNCTIONSReasonable Accommodations StatementTo perform this job successfully, an individual must be able to perform each essential function and basic duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and basic duties.Essential Functions Statement(s)• Identify, research, and support accounts in multiple verticals of business.• Ability to resolve customer escalations in a timely and efficient manner.• Strong organizational skills.• Provide strong customer service experiences with many types of customer groups.• Research, organize and resolve commission escalations for partner programs.• Manage customer onboarding pipeline of new applications including processing new accounts.• Maintain company standards of compliance requirements in areas such as Sales Tax, Insurance, Fraud and Program Applications.• Data entry as required for all internal systems and Office programs.• Other duties as neededPOSITION QUALIFICATIONSEducation• High School Graduate or General Education Degree (GED)Experience• Two to four years related experience in a related role preferred.• OR Three to five years related experience in a customer service role preferred.• OR General knowledge of business practices and terms.Computer Skills• Computer literate in a Microsoft Windows environment.• Basic to intermediate level of experience using Microsoft Excel. Must have the ability to perform functions such as creating a spreadsheet, formatting a spreadsheet, using the formula bar, and calculating numbers.• Basis understanding of Outlook including how to send, forward and reply to incoming e-mail and manage calendar functions.• General knowledge various standard office equipment including but not limited to multi-line phone and scanner/copier.Other Requirements• Primary language used to perform this job is English.• Proficiency in any foreign language is a plus.

Created: 2025-02-28