Onboarding and Operations Specialist

New Energy Equity

. Onboard new clients and maintain complete records in Salesforce .

Posted 10/30/2026full-timeAnnapolis • Maryland • United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding, payroll processing, and office administration while maintaining confidentiality and accuracy in handling sensitive information. Proficient in Salesforce for managing client and vehicle records, with a focus on improving operational workflows and employee experiences.

Highest-signal resume keywords

Salesforce CRM ExperiencePayroll ProcessingClient Onboarding CoordinationDocument ManagementNotary Public Commission

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll ProcessingDocument ManagementClient OnboardingChecklist WritingData AccuracyOffice AdministrationMulti-State PayrollVehicle Record MaintenanceWorkflow PlanningEvent Management

Soft Skills

Attention to DetailOrganizational SkillsCommunication SkillsConfidentialityTime Management

Tools & Technologies

SalesforceCRM SoftwarePayroll SystemsOffice Equipment

Certifications & Qualifications

Maryland Notary Public Commission

Industry Keywords

Business OperationsOffice AdministrationHR CoordinationOnboardingEmployee Records

About the role

Key responsibilities & impact

Onboard new clients and maintain complete records in Salesforce
Check new project Salesforce folders against required-document lists
Ensure required documents are uploaded within 15 business days of notice to proceed
Work with Client Relations to collect missing documents and follow up through closure
Review client documents for completeness before filing
Plan new-employee starts, including paperwork, workflows, computers, system access and tool kits
Run day-one readiness checklists and 30-day onboarding surveys
Use onboarding feedback to improve future employee starts
Maintain complete and current vehicle records in Salesforce
Track vehicle registration, inspection and scheduled maintenance dates
Follow up with technicians at least 30 days before deadlines
Process payroll accurately and on schedule for review and approval
Resolve payroll corrections before pay runs close
Handle employee personal and financial information confidentially
Plan and run company events end to end, on schedule and within budget
Manage company swag
Ship and receive materials and equipment at the Annapolis headquarters
Manage office operations and miscellaneous purchasing
Maintain business insurance records and certificates
Provide notary services for company documents if commissioned

Requirements

What you’ll need

3+ years in business operations, office administration, HR or onboarding coordination, or a similar role
Hands-on experience with Salesforce or a comparable CRM
Hands-on payroll processing experience
Ability to work on site at the Annapolis headquarters as needed
Ability to manage several workstreams in the same week without dropping any of them
Track record of handling payroll data and personal information accurately and confidentially
Multi-state or prevailing wage (certified) payroll experience preferred
Maryland notary public commission preferred
Experience writing checklists and documenting processes preferred
Must be authorized to work for any employer in the U.S.
Employment visa sponsorship is unavailable
Must be able to lift, pack and ship materials and equipment up to [confirm weight, e.g., 50 lbs]

Benefits

Comp & perks

Potential incentive target opportunity
Retirement Benefits
Medical, Dental & Vision
Health Savings Account
Flexible Spending Account
Life Insurance and Disability
Tuition Reimbursement
Voluntary Benefits
Paid Absences
Comprehensive benefits package
Hybrid work arrangement
Professional development support
Work-life balance
Occasional travel for company events