入职专员
Onboarding Specialist
### OCRA:客户入职专员
**地点:** 远程(美国任何地方)
**汇报对象:** 运营主管
**类型:** 全职、薪资制、非豁免职位
**薪资范围:** 65,000-80,000美元
**协作时间:** 美东时间上午10点至下午6点,周一至周五
**关于OCRA:**
[Ocra](https://getocra.com) 是一个由人工智能驱动的收入管理系统(RMS)和全球分销系统(GDS),专为酒店停车资产设计。酒店通过 Ocra 向非住店客户销售未充分利用的停车库存,这些客户希望在机场和活动场所附近停车。
Ocra 的停车收入管理专家团队在不增加人力或干扰运营的情况下推动收入增长,帮助酒店提高净营业收入(NOI),同时从不牺牲酒店客人和员工的停车需求。
Ocra 与北美 600 多个地点的 50 多家运营商和 25 多家酒店集团合作。公司已融资 800 万美元,最近一轮由 Trestle Partners 领投的 300 万美元超额认购融资。
**客户入职专员职责:**
在 Ocra 担任客户入职专员,您将全程负责客户的前 60 天——这是合同签署后到客户完全上线并充满信心的关键阶段。目前这项工作由我们的客户经理和战略客户经理分担,使他们无法专注于最擅长的工作。该职位将这一责任集中到一个单一的责任人身上,让我们的 SAM 能够专注于组合级别的客户管理以及交叉销售机会。
您将是客户在 Ocra 平台上的第一位引导者:从销售团队接手,与我们的实施团队一起推动激活工作,收集并提供客户付款信息给会计部门,并在客户最早的报告周期中保持紧密联系。一旦客户上线并稳定运行,您将把客户顺利交接给他们的战略客户经理(SAM)和收入优化经理(ROM)进行后续的客户管理。
这是一个客户成功的基础性角色,随着您的成长,自然可以进入客户经理、销售、收入管理或长期组合管理等方向。由于您将与 Ocra 几乎每个运营职能直接打交道,您将建立广泛的基础,为组织内部的多个岗位打开大门。
**职责:客户入职旅程**
在 Ocra,我们以客户为中心的方法确保从客户第一天起就优先考虑他们的需求。您将全程负责客户入职旅程,与各个团队协作,确保客户顺利过渡到平台使用。
查看英文原文
### OCRA: Onboarding Specialist
**Location:** Remote (anywhere in the U.S.)
**Reports to:** Headof Operations
**Type:** Full-time, Salary, Exempt
**Salary Range:** $65,000-$80,000
**Collaboration Hours:** 10a-6p Eastern, Monday-Friday
**About OCRA:**
[Ocra](https://getocra.com) is an AI-powered Revenue Management System (RMS) and Global Distribution System (GDS) built for hotel parking assets. Hotels use Ocra to sell underutilized parking inventory through "parking OTAs" to non-guest customers looking to park near airports and event venues.
Ocra's team of parking revenue management experts drives revenue growth without adding labor or disrupting operations, helping hotels increase net operating income (NOI) while never compromising parking for hotel guests and staff.
Ocra partners with 50+ operators and 25+ hotel groups at 600+ locations across North America. The company has raised $8M, most recently an oversubscribed $3M round led by Trestle Partners.
**The Onboarding Specialist Role:**
As the Onboarding Specialist at Ocra, you will own the client's first 60 days end-to-end—the critical stretch between a signed contract and a fully live, confident client. Today this work is split across our Account Executives and Strategic Account Managers, pulling both away from the work they do best. This role consolidates that responsibility into a single point of accountability, freeing our SAMs to focus on portfolio-level account management and cross-sell opportunities.
You will be the client's first guide on the Ocra platform: taking the handoff from Sales, driving activation work with our Implementation team, collecting and providing client payment information to Accounting, and staying close to the client through their earliest reporting cycles. Once a client is live and stable, you will manage a clean handoff to their Strategic Account Manager (SAM) and Revenue Optimization Manager (ROM) for ongoing account management.
This is a foundational role in client success, with a natural path into Account Executive, Sales, Revenue Management, or long-term Portfolio Management as you grow. Because you'll work hands-on with nearly every operational function at Ocra, you'll build a broad foundation that opens doors across the organization.
**Responsibilities: The Onboarding Journey**
At Ocra, our client-focused approach ensures that we prioritize client needs from their very first day on the platform. You will own the onboarding journey end-to-end, collaborating with internal teams to manage the following stages:
**Handoff & Discovery:**
- Facilitate a smooth transition from the Account Executive through onboarding, collaborating to schedule the client onboarding call.
- Review contract terms with the client, ensure mutual understanding of how the billing process works.
- Pre-fill and review the onboarding checklist with the client, surfacing nuanced, location-specific details that inform how their account should be configured and activated.
**Activation & Accounting Setup:**
- Update location records using internal Ocra tools to enable the Activations team to begin activating new channels and gaining access to existing channels.
- Train clients on the use of the Ocra app, with an emphasis on reporting.
- Collect W-9 and ACH payment information from the client on behalf of the Accounting Department, ensuring billing can be set up without delay.
**Early-Client Support & Handoff:**
- Maintain close, proactive contact with new clients through their first 60 days on the Ocra platform, conducting invoice reviews and helping clients understand their reporting.
- Manage a smooth, well-documented handoff of the client relationship to the SAM and ROM once the client is fully onboarded and stable.
**Qualifications:**
- **2+ years** of experience in client onboarding, customer success, or operations.
- **Strong organizational skills:** Proven ability to manage multiple concurrent onboardings against firm timelines without letting details slip.
- **Clear communication:** Comfortable leading onboarding calls and building trust quickly with new clients, and translating checklist/process detail into plain language.
- **Technical proficiency:** Proficiency with the Google Suite (Sheets, Docs, Drive) and the ability to learn and adopt internally built tools to track and drive onboarding milestones.
- **Self-starter mentality:** Proven ability to thrive in a fast-paced, remote, and results-oriented environment. Identify opportunities for improvement and see them through to completion.
- **Tenacious follow-through:** When a client goes quiet and go-live is on the line, qualified candidates pick up the phone, send the text, and track down whoever can remove the roadblock — same day. "I emailed them yesterday" won’t drive results.
**Benefits:**
- **Equity for everyone**. Stock options are part of every Ocra offer, at every level.
- **Fully remote**. Work from anywhere in the U.S. We hold a 10a to 6p Eastern collaboration window so the team is reachable, and otherwise trust you to run your own day.
- **Health, dental, and vision coverage**. With Employer Contribution
- **Paid time off**.
- **Unusually broad exposure**. Ocra is small enough that this role works directly with sales, activations, revenue management, and accounting, which is rare at this level and hard to get anywhere else.
- **Work that shows up in the numbers**. You own the client's first 60 days. Shave a week off activation time and the entire company feels it.