Customer Onboarding Specialist

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

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Proven strong attendance record.
• Strong analytical and problem-solving 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.