Customer Onboarding Specialist

Customer Onboarding Specialist

Job Category: Onboarding & Integration
Full-Time
Hybrid
Southfield, MI, USA
Description

General Purpose & Essential Duties:
The Onboarding Specialist works to serve Guardian Alarm's service technicians, alarm installers, and/or sales operations and are cross-trained in all functions of the various pieces of this role to assist other team members when needed.
Maintain any quote and work order views associated with primary role
Process data entry requests that come in via email
Triage workload based on installation dates and other established priorities
Audit and approve all sales orders based on Guardian standards and guidelines
Provide quality assurance on product lines in sales orders
Continue to train on new technology solutions Guardian is using in order to properly enter data on various platforms
Process incoming work orders which includes onboarding new customer data, and inputting and updating information on various platforms to prepare for installation, billing, and monitoring
Process manager-approved sales reversals, updating various platforms to reflect the requested changes
Perform data entry tasks with high degree of accuracy
Perform other related duties as assigned
Required Skills, Abilities, Education & Experience:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Proven strong attendance record.
Strong analytical and problem-solving skills.
Excellent time management skills.
Proficient with Microsoft Office Suite or related software.
Strong customer service, data entry and scheduling ability.
Strong attention to detail skills.
Associates degree in related field or equivalent working experience required.
At least 2 years of customer service, scheduling or data entry experience required.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.