Onboard - Provider Relation Specialist

"When you join Onboard, you're joining a team that's transforming how essential connectivity services are delivered, managed, and supported across the real estate industry. As part of the Conservice family—the nation's leading utility management provider—we're backed by the strength, resources, and stability of an industry leader. That means more opportunities, more support, and a future you can build right here at home with the Onboard team you know and trust.Beyond your core responsibilities, you'll play a critical role in helping our clients and partners fully realize the value of Onboard's solutions. Whether you're working behind the scenes or on the front lines, your contributions will help streamline operations, drive performance, and deliver a better experience for the residents and teams we support. Collaboration, innovation, and a commitment to service are key to success in every role at Onboard."

As a Provider Relation Specialist I, you will be a key member of our Sales Team, contributing to both provider relations and sales administration efforts. Reporting directly to the Director of Provider Relations, you will play a crucial role in building strong relationships with provider account executives, managing contracts, and ensuring the seamless execution of client portfolios. Additionally, your responsibilities will extend to sales administration and analysis, involving contract creation, data integrity management, and strategic pricing analysis

1. Provider Relations:

- Effectively build rapport and foster strong relationships with provider account executives and operation specialists through email and phone communications

- Thoroughly understand and evaluate contractual provisions and resident data to position the best bulk service options for our clients, ensure compliance with contractual requirements, and leverage this knowledge during negotiations

- Manage the end-to-end lifecycle of client portfolios, ensuring seamless coordination and efficient execution throughout each phase

- Employ strong negotiation skills to obtain competitive pricing and favorable terms from providers, striving to secure the most cost-effective solutions while maintaining a win-win relationship with our partners

- Develop comprehensive and accurate financial projections and create well-structured proposals that articulate the benefits of our offerings and showcase the value we provide to our clients

- Utilize multiple instances of Salesforce and other relevant platforms to track all opportunities with the utmost data integrity and attention to detail, ensuring that all information is up to date, organized, and easily accessible for seamless collaboration across the sales team

2. Sales Administration:

- Creating and updating records in Salesforce to maintain accurate customer information and track sales activities.

- Generating and reviewing contracts and legal documents to ensure accuracy and compliance.

- Responding to sales requests from the sales team promptly and providing necessary information and support.

- Assisting the sales team in ensuring data integrity within multiple instances of Salesforce by conducting regular audits and updates.

- Identifying opportunities to streamline sales administration processes and suggesting improvements.

- Handling sales-related information with professionalism and maintaining confidentiality.

- Utilizing reports to determine contract expiration dates and proactively generating necessary renewal/termination documents to ensure timely and efficient processes.

- Harnessing data analysis techniques to create pricing benchmarks, providing valuable insights for strategic decision-making.

- Creating informative resources for the Provider Relations Team by extracting and presenting relevant pricing data, contributing to informed decision-making and improved sales strategies.

- Generate project-related reports to keep stakeholders informed about progress and key performance indicators.

Requirements:

Qualifications:

- Experience working with multiple CRM platforms, with Salesforce experience preferred.

- Exceptional attention to detail in data entry, document creation, and contract management.

- Strong problem-solving skills and the ability to adapt to changes and new technologies.

- Excellent organizational and time management abilities for efficient multitasking.

- Consistent high performance, efficiency, and productivity.

- Ability to work well in a team environment and contribute to a collaborative culture.

- Flexibility and adaptability to handle changing priorities and meet deadlines.

- Effective communication skills, both written and verbal, for collaboration with the sales team and stakeholders.

- Experience with telecommunications, smart-home, and broadband services is strongly preferred.

- Knowledge of data analysis tools such as Excel for pricing benchmarks and strategic decision-making.

This role offers a unique opportunity to contribute to both provider relations and sales administration, leveraging your skills in building relationships, managing contracts, and providing valuable analytical insights.