Customer Onboarding Specialist
3 weeks ago
CITP Inc. is seeking a highly skilled Customer Onboarding Representative to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless and efficient onboarding experience for our customers.
Key Responsibilities- Onboarding Process Management: Coordinate and manage the onboarding process for new customers, ensuring timely and accurate setup of accounts.
- Communication and Collaboration: Develop and maintain effective communication plans with internal stakeholders, including sales teams, to ensure accurate receipt of documentation and timely completion of onboarding activities.
- Account Setup and Maintenance: Perform screening activities, reconcile accounts, and perform audits to ensure accuracy and completeness of customer information.
- Data Analysis and Reporting: Analyze data to identify trends and areas for improvement, and provide recommendations to enhance internal and external customer relationships.
- Customer Support and Escalation: Monitor and manage customer accounts, escalating issues as necessary to ensure timely resolution.
- Process Improvement: Proactively identify opportunities to systematize additional processes and improve the overall customer experience.
- Interdepartmental Collaboration: Interact with other staff to facilitate and execute proper account creation, shipment validations, and tracking.
- Team Meetings and Reporting: Participate in team meetings, bringing information about activities and transactions to the team for review and reporting of issues and adherence to general procedures and practices.
- Customer and Service Provider Interaction: Interact with customers and service providers, handling customer requests, research, and preparing management reports and spreadsheets.
- Account Receivable Activities: Manage and facilitate maintenance activities and requests associated with existing customers, including contract maintenance, RMAs, credit memos, re-contracts, and operational activities around customer shipments.
About CITP Inc.: We are a dynamic and growing company dedicated to providing exceptional customer experiences. Our team is passionate about delivering innovative solutions and building strong relationships with our customers.
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Customer Onboarding Specialist
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Customer Onboarding Specialist
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Client Onboarding Expert
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Charlotte, North Carolina, United States Calculated Hire Full time{"title":"Client Onboarding Specialist","description":"Join Calculated Hire as a Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team at Calculated Hire. As a Client Onboarding Specialist, you will be responsible for ensuring a seamless integration of institutional clients into our firm's processes and...
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