Jobs in America

Customer Onboarding Specialist

Bachelor Degree 6 Month

Is full time work something that you're passionate about? January 16, 2024 marked the beginning of the job opportunity for the Customer Onboarding Specialist position, which will be removed on April 15, 2024. You have the possibility to negotiate your salary with the employer because they do not disclose it until after the job offer is accepted. This job opening demands that you have obtained Bachelor Degree as a minimum qualification. To be considered for this job, you need to have 6 months of work experience in the same field. You have the liberty to work from any location that offers you the chance to work with a team that values diversity and inclusion, thanks to this job being a remote job.

Title: Customer Onboarding Specialist
Location: Remote
Duration: 6 months +
Job Description:
The Onboarding Specialists primary focus is to ensure a positive customer experience during the onboarding process. By collecting actionable insights into customer behavior prior to contract execution, the Onboarding Specialist will be accountable for working with internal and external stakeholders to support each onboarding, reaffirming and/or redefining the process while aligning with and supporting Corporation initiatives.


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  • Customer/client facing experience required; project coordinator or sales experience preferred.
  • Requires experience in fields such as business administration, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four year bachelor’s degree program or equivalent combination of experience and education; normally requires a minimum of three (3) years equivalent experience.
  • A successful candidate will have a demonstrated ability to build rapport and relationships with customers/business partners, a deep commitment to customer service, and strong interpersonal skills required to operate well in a team environment across multiple groups.
  • Candidates must have the ability to complete work with minimal oversight.
Top Skills:
  • Strong working experience with Microsoft applications, with a particular strength in Word, Excel, and PowerPoint.
  • Experience with Salesforce or other CRM systems.
  • Demonstrated ability to build and interpret reports and graph/statistics desired.


  • Understands the different customer account structures and legal documentation required to establish new accounts.
  • Ensures all necessary account documentation is received and validated in a timely manner.
  • Present and explain documentation and requirements to customer.
  • Works directly with customers to facilitate a smooth onboarding process.
  • Serves as liaison between customer and ABC departments/teams.
  • Provides onboarding support including reporting, status meetings and escalated issue resolution to Buying Groups, Group Purchasing Organizations, Third Party Administrators and other agencies as identified.
  • Manages, tracks, and escalates key milestones and deliverables to ensure customer expectations are being met.
  • Identifies risks to the onboarding timeline and takes appropriate action to escalate or resolve with minimal impact on customer go-live.
  • Utilizes CRM tool to manage workload. Keeps CRM tasks up to date with notes and status.

Don't rush your decision to apply for the job - take the time to read the posting carefully and evaluate your fit. If you have any questions or concerns about this job posting, please don't hesitate to ask for clarification. We welcome applications from individuals who are passionate about this job opportunity and can fulfill the requirements. Recruiters are looking for candidates who can demonstrate their attention to detail and accuracy in their work, so make sure that your application reflects these qualities.