Customer Onboarding Specialist

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 is the first point of contact for new customers, providing clear communication, support, and education to drive early satisfaction and long-term engagement.

Job Details:

Key Responsibilities

• Make welcome calls and send onboarding communications to new clients to ensure 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

• Experience working in an office environment with frequent sitting, requiring eye-hand coordination and manual dexterity to operate various office equipment.
• Excellent verbal communication skills with the ability to provide professional feedback.
• Proficient in receiving, analyzing, and inputting data into computer systems.
• Ability to lift up to 30 lbs and maintain normal range of hearing and vision.
• 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.
• Proficiency with CRM systems, loan/lease management software, and Microsoft Office Suite.
• Detail-oriented, organized, and capable of managing 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

• 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