Associate Specialist, Customer Onboarding

This is a fully remote position, open to applicants in Idaho.

📋 Description

• Manage the scheduling of kickoff meetings, ensure environment readiness, and facilitate required access utilizing approved playbooks and service catalogs.

• Gather and validate customer information, contracts, and technical prerequisites in accordance with onboarding checklists and policy standards.

• Input account, entitlement, and configuration information into specified systems based on work instructions and role-specific permissions.

• Verify necessary documentation, approvals, and controls; escalate exceptions with detailed notes and supporting evidence.

• Communicate with customers using sanctioned scripts to outline subsequent steps, obtain confirmations, and schedule key milestones.

• Document onboarding progress, tickets, and artifacts to ensure maintainable, audit-ready work products and handoffs.

• Timely report risks, obstacles, and customer feedback while suggesting minor enhancements to templates or processes for consideration.

⛳️ Requirements

• 1–2 years of experience in customer onboarding, customer operations, order management, implementation coordination, or a similar field is required.

• A Bachelor’s degree in business, operations, information systems, or a related area, or equivalent experience is preferred.

• Shift: 8am–5pm

🏝️ Benefits

• Medical, dental, and vision care.

• Backup dependent care.

• Adoption assistance.

• Infertility coverage.

• Family building support.

• Behavioral health solutions.

• Paid parental leave.

• Paid caregiver leave.

• Training programs.

• Professional development resources.

• Mentorship programs.

• Employee resource groups.

• Volunteer activities.