ID# 000969

Customer Intake

Oneva, Inc
55 Santa Clara Ave
United States
1-800-971-3053 (Main Phone)
Healthcare / Health Services
Job Start Date
Application Closing Date
Manages Others
Experience Required
Degree Required
Security Clearance Required
From $60,000 To $70,000
Per Year
Employment Type
Work Schedule
Heavy Travel


Job Description

Onēva is an Oakland-based, minority owned company in operation since 2014. We treasure our care providers and seek like-minded employees and contractors who share our passion for service. We believe in helping others and providing trusted care at livable, competitive wages in a safe working environment. We provide care to the employees of a Fortune 50 tech firm who value trusted workers who perform at a high standard.

General Information:
Title: Customer Intake
Location: San Francisco South Bay Area, CA
Job Type: Full-time employee
Desired Start Date: June 1st, 2020 or as negotiated
Benefits: 100% Employer-provided Medical, Dental and VSP

Purpose/Objective of Position
We are seeking an outgoing new member to join team Onēva to assist us with onboarding our customers. You will have the chance to meet and assist customers in setting up their detailed profile, connecting them with caregivers on the Onēva platform, and preforming a customer intake (customer home visit). The ideal candidate will be flexible and have experience providing superior customer service.

Essential Duties and Responsibilities
• Respond quickly to all new customer inquiries
• Preform a 30 minute over the phone profile setup
• Research and transcribe location details into customer profile
• Schedule and preform a 1st time home visit to complete customers profile setup
• Assist customer with 1st booking, teach customer how to use the OnēvaMe native app
• Maintain and carry out an efficient documentation and filing system to track customers through their onboarding process
• Create and edit presentations, reports, and documents
• Positions includes almost daily travel to destinations throughout the San Francisco Bay area including Sacramento and Folsom Areas

Job Requirements

Minimum Qualifications
• Ready to Work in a Start-Up!
• Must travel all over the San Francisco Bay and Sacramento Areas
• Proficiency in the following technology:
o Office 365, specifically Microsoft Word, Excel and PowerPoint
o Call Center Software
o SharePoint file sharing online
• Excellent proficiency with written and spoken business English
• High levels of professionalism, communication, and other customer service principles
• Demonstrated experience Identifying problems and creating solutions
• Previous experience managing policies, methods and procedures
• Must complete a comprehensive background check successfully

Minimum Education Requirement
Associate Degree in Business Administration, English, or Social Sciences, or adequate combination of experience and study is desirable.


Contact Information

Oneva, Inc
Ariel Karlin
55 Santa Clara Ave
United States
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1-800-971-3053Main Phone
Oneva, Inc Ariel Karlin

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