Onboarding Specialist

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

📋 Description

• Execute tasks related to customer account setups, including majors, logo codes, billing accounts, and other associated internal account components.

• Collaborate with credit, field sales, and internal teams to facilitate prompt financial onboarding and account activation.

• Accurately process customer vendor forms, new account documentation, and all relevant onboarding paperwork.

• Research and verify customer data, including GPO affiliation checks, strategic account validations, and additional account setup prerequisites.

• Address inquiries from field sales and internal partners regarding the status of onboarding, documentation requirements, and account setup questions.

• Utilize internal systems, Excel, account screens, and reporting tools to input, confirm, monitor, and update onboarding information.

• Resolve issues related to onboarding, billing, documentation, account setup, and system operations, escalating complex situations when necessary.

• Maintain service-level expectations, ensuring timely responses and the completion of account setups within departmental guidelines.

• Participate in process enhancement initiatives aimed at improving onboarding accuracy, efficiency, consistency, and overall customer experience.

⛳️ Requirements

• High School Diploma, GED, or equivalent professional experience.

• A minimum of 2 years of relevant experience in customer onboarding, account setup, finance/billing support, sales support, customer service, operations, or administration.

• Proficient understanding of Microsoft Excel for data entry, tracking, sorting/filtering, and basic reporting tasks.

• Exceptional attention to detail and accuracy in reviewing customer, account, billing, and financial onboarding information.

• Capability to handle multiple requests, deadlines, and priorities in a dynamic support environment.

• Strong written and verbal communication skills, with the ability to provide timely updates and follow through effectively.

• Analytical mindset to identify missing information, resolve routine issues, and take appropriate actions.

• Customer service-oriented approach when assisting field sales, internal teams, and addressing onboarding needs.

• Collaborative, dependable, and process-focused with a strong sense of accountability.

• Preferred: Associate Degree or coursework in Business, Finance, Accounting, Operations, Customer Service, or a related discipline.

• Preferred: Familiarity with LINC, FOCUS, or similar account management/reporting tools.

• Preferred: Intermediate Excel skills, including tracking, sorting/filtering data, and support for reports.

🏝️ Benefits

• Inclusive culture supported by associate-led Business Resource Groups.

• 112 hours of PTO along with a Holiday Schedule (7 observed paid holidays + 1 floating holiday).

• Discounts on online and retail purchases.

• Company-matched 401(k) plan.

• Programs promoting physical and mental health wellness.

• Some positions may also qualify for overtime compensation, in accordance with federal and state regulations.