Client Set Up Specialist

About Us

At Cast & Crew, we’ve empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks & Balances, Final Draft, Media Services, Sargent-Disc, and The TEAM Companies – we operate as a combined entertainment technology and services provider offering industry standard screenwriting accounting software, digital payroll products, data & reporting, and a host of creative tools. The industry continues to move faster than ever, and the need for our expertise, our technology, and our people has never been greater. We are a production’s best ally every step of the way. #OneCastOneCrew

Position Overview

This role is responsible for the administrative onboarding of new clients of Cast & Crew’s Advertising and Live Entertainment divisions as well as re-activating returning clients.

The Client on-boarding specialist must possess attention to detail and have a high degree of organization skills and the ability to prioritize. This individual must be adaptable to working well in an environment that can become fast paced with a high-volume of set-ups for intermittent periods of time.

Core Responsibilities

• Assist new and existing clients to set up their accounts and hiring paperwork in our system, including but not limited to Client information forms, W-9s, and evidence of liability insurance.
• Create rate sheets and service agreements for client review and signature and subsequently set up the client details in the appropriate internal proprietary system(s).
• Answer emails and phone calls relating to set up questions or issues and escalate as needed.
• Coordinating efforts with our clients and partner companies over the phone and via email.
• Assist/support senior members of the Client Set Up team.
• Help manage our onboarding pipeline and onboarding-related data and documents within our CRM.
• If encountered, report technical issues and/or provide ideas on how to improve the functionality of the software.
• Consistently communicate with supervisors and fellow team members about daily tasks, goals, achievements, and blockers.
• Other duties as assigned.

Key Qualifications

• Either accounting, payroll, or production experience in the Entertainment industry (on-set or in the production office), or generalized experience in a client solutions or setup capacity.
• Strong verbal and written communication skills, with ability to engage and work with all levels of the team.
• Critical thinking skills a must, with the ability to work independently, set priorities, and manage time effectively.
• Intermediate to advanced -level skills with current technology, business applications, and online meeting tools (Teams, Zoom), and adept at learning new technologies and products quickly.
• Excellent ability to multitask with ability to prioritize and effectively follow through on tasks
• Experience with cloud-based file sharing systems (Microsoft Outlook, SharePoint, OneDrive, Teams).

Special Work Conditions

• Sedentary – Involves sitting most of the time but may involve walking or standing for brief periods of time. Some positions may entail exerting up to 15 lbs. of force occasionally and/or a negligible amount of force to lift, carry, push, or pull

Benefits

Cast & Crew provides a comprehensive package of employee benefits including: Medical, Dental, Vision, PTO, health and wellness programs, employee discounts, and more! Note: Cast & Crew benefits are subject to eligibility requirements.

Cast & Crew is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. It is our policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

CA residents
Your personal information may be collected in connection with certain services provided by Cast & Crew or its affiliated companies. A summary of your California privacy rights can be found at: https://www.castandcrew.com/privacy-policy/

Compensation is commensurate with various factors including, but not limited to, relevant experience, qualifications, skills, training, licensure, certifications, geographic cost of labor, and other business and organizational needs. Compensation range for candidates in other locations may differ based on the cost of labor in that location. The compensation range for this position is: $23.00 - $26.00 per hour.