Customer Onboarding Specialist - Temporary

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.

• 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.

• 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.
• Resolve 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.
• 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.

• 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.

• 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.

• 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, Ring Central, 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.

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

• Paid Time Off:
  Vacation, sick time, paid company holidays & floating holidays.
• Company-Paid Medical, Dental & Vision Coverage.
• 401(k) Plan with Company Match.
• Company-Paid Life Insurance.
• Company-Paid Short-Term & Long-Term Disability Coverage.
• Employee discounts on Baldor products.
• Commuter Benefits.
• Career growth and development opportunities.