Customer Onboarding Specialist (Customer Service)

The Onboarding Specialist will coordinate the onboarding of all new customers and manage the daily interaction with existing clients by providing ongoing support including but not limited to, initial customer setup, customization, and training. Manage all aspects of custom changes for existing customers. General support to all customers and field sales reps. 

Essential Functions and duties include the following. Other duties may be assigned to meet business needs: 

• Coordination of all aspects of onboarding new customers including coordinating equipment installation, initial orders, and follow-up.
• Manage a portfolio of existing customer accounts and daily interactions
• Be the primary point of contact for new clients, addressing their needs and concerns
• Liaise with cross functional internal teams (e.g., technical services, customer service, quality, production) to ensure customer expectations are met
• Custom product creation and implementation
• Coordination of customer calls with customer and Field sales team
• Item configuration and setup
• Ability to problem solve and apply critical thinking
• Occasional travel
• Occasional “off hours” work (early AM, evening, weekend), when required

Qualifications/Requirements:  

• Bachelor's Degree and/or 3-5 years of related work experience
• Prior account management experience
• Project management experience
• Working knowledge of Word, Excel, PowerPoint, Access and Internet Explorer, Adobe suite
• Excellent interpersonal, communication skills and ability to be a team player
• Ability to organize, manage multiple priorities and detail oriented.