We are seeking an enthusiastic and tech-savvy Customer Onboarding Specialist to join our dynamic team.You will be the first point of contact for new customers. Your responsibilities will include providing personalized support, advocating for customer needs, and collaborating with teams to enhance the onboarding experience.
If you’re passionate about delivering excellent customer service and thrive in a metrics-based environment, this is the perfect opportunity for you.
Location: Remote
Responsibilities:
- Liaise directly with business customers during the initial onboarding process after the sales cycle is complete and contracts are signed
- Data entry of new customer information into the Company CRM and other systems
- Submit standard forms to vendors
- Coordinate with customers for setup and installation appointments, following up to ensure appointments are executed as scheduled
- Update Company systems including CRM as onboarding projects progress
- Be the first and main point of contact for new business customers
Qualifications
- Excellent verbal and written English communication skills
- Experience onboarding new business customers
- Strong attention to detail
- Demonstrated customer service experience
- Organized and able to manage multiple changing priorities
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