Customer Onboarding Specialist at Denver, CO

Position Overview

The Customer Onboarding Specialist is responsible for welcoming new clients, guiding them through the account or lease setup process, and ensuring a smooth and positive introduction to the company’s products and services. This role acts as the first point of contact for new customers, providing clear communication, support, and education to ensure early satisfaction and long-term engagement.

Key Responsibilities

• Make welcome calls and/or send onboarding communications to new clients, ensuring they understand account setup, payment processes, and available resources.
• Guide customers through documentation, account activation, and initial transactions.
• Answer customer questions and resolve initial inquiries promptly and professionally.
• Collaborate with Operations, Customer Service, and Collections teams to ensure accurate setup and compliance with internal policies and regulatory requirements.
• Maintain accurate records of onboarding interactions in CRM or loan/lease management systems.
• Monitor and report on onboarding metrics, such as completion rates, response times, and early customer satisfaction.
• Identify recurring onboarding issues and provide feedback to improve processes.
• Contribute to a positive customer experience by establishing trust and building strong client relationships from the start.

Required Qualifications

• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
• 1–3 years of experience in customer service, client relations, or onboarding, preferably in banking, leasing, or equipment finance.
• Strong communication, problem-solving, and interpersonal skills.
• Ability to explain complex information clearly and professionally.
• Proficiency with CRM systems, loan/lease management software, and Microsoft Office Suite.
• Detail-oriented, organized, and able to manage multiple clients or tasks simultaneously.

Preferred Qualifications

• Knowledge of equipment finance or banking operations.
• Familiarity with compliance requirements in financial services.
• Ability to work collaboratively with cross-functional teams.

Benefits & Perks

• FULL BENEFITS PACKAGE for eligible employees including Medical, Dental, and Vision Insurance; Life (Voluntary and Employer Paid) and Disability Insurance.
• 401(K) with company match beginning with your first contribution.
• HSA and/or FSA, as applicable.
• Paid Time Off, Sick Time, and Company Paid Holidays.
• Employee Car Discount Program.
• Compensation: $55,000 - $65,000
• Job Type: Salary
• Reports To: President
• Closing Date: When Filled