Customer Onboarding Specialist - Temporary

Location 155 Food Center Drive,Bronx, NY, 10474,United States
Base Pay $18.00 / Hour
Job Category Transportation
Employee Type Temporary
Manage Others No
Position Summary

The Customer Onboarding Specialist is responsible for creating a positive and seamless onboarding experience for prospective and newly established customers. This role serves as a key point of contact throughout the account setup process, guiding customers through applications, onboarding requirements, website navigation, and initial account support.
The Customer Onboarding Specialist partners closely with Sales, Accounting, and Customer Support to ensure accurate account setup, timely communication, and efficient onboarding execution. The focus of this role is building strong customer relationships, maintaining onboarding accuracy, and supporting revenue growth through an organized and customer-focused onboarding experience.
Key Responsibilities

Customer Onboarding & Account Setup

Assist new customers with the application process, including online and hard-copy applications
Obtain required information and coordinate with accounting to complete applications when additional documentation is needed
Explain the account setup process and educate customers on how to use the company website and ordering tools
Guide customers through online ordering and payment process
Update pricing levels, contact information, and account details as needed to support onboarding and account maintenance processes
Communication & Coordination

Monitor and respond to customer inquiries through Zendesk to ensure account information remains current
Work with a sense of urgency to provide a high level of customer satisfaction throughout the onboarding process
Solve customer inquiries related to onboarding, account setup, and account maintenance
Inform Sales Representatives of newly activated, canceled, rejected, and credit-approved accounts, including customers who have been extended payment terms, to ensure timely follow-up and customer outreach
Distribute and follow up on onboarding paperwork submitted to Sales and Accounting departments
Assist Accounting with Stripe payments and invoice resolution support
Monitor bank responses regarding customer credit terms and communicate updates to Sales Representatives in a timely manner
Systems Management & Reporting

Maintain an active onboarding tracker in Excel and accurate records of customer onboarding activity
Keep active logs of rejected or canceled accounts for weekly review and follow-up
Update and maintain accurate customer account information in Microsoft Dynamics and other company systems
Maintain strong attention to detail and data accuracy across all systems and reporting
Cross-Functional Collaboration

Partner closely with Sales, Accounting, Customer Support, and other departments to support onboarding success
Monitor onboarding turnaround times and identify opportunities to improve efficiency and customer experience
Requirements

1+ year of experience in customer service, onboarding, or a business-to-business support environment
Strong verbal and written communication skills, along with excellent listening and interpersonal abilities
Strong customer focus, organizational skills, and attention to detail
Ability to multitask and remain organized in a fast-paced environment
Highly collaborative with the ability to work cross-functionally and within a team environment
Proactive mindset with the ability to take initiative to improve customer experience and operational efficiency
Proficiency in Zendesk, RingCentral, Microsoft Dynamics, and Microsoft Excel preferred
Passion for food and knowledge of the restaurant industry is a plus
Availability to work weekends or extended hours as needed
Education

High School Diploma or equivalent required; Associate or Bachelor’s degree preferred.
Benefits

Paid Time Off: Vacation, sick time, paid company holidays & floating holidays
401(k) Plan with Company Match
Company-Paid Life Insurance
Company-Paid Short-Term & Long-Term Disability Coverage
Employee discounts on Baldor products
Career growth and development opportunities
Note: Benefits may vary based on position and employment status.

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