11 Customer Onboarding Coordinator Jobs in Orlando, FL
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Customer Onboarding Coordinator
$39k-50k (estimate)
Full Time
2 Weeks Ago
Stax Payments is Hiring a Customer Onboarding Coordinator Near Orlando, FL
DescriptionAs a Customer Onboarding Coordinator, your role is ensuring a positive user experience for our customers through the successful onboarding and customer service of new clients. You will guide customers through onboarding once the account has been activated and equipment deployed. You will deliver training to customers on our Stax Pay and CardX products and processing solutions, explain the functioning and configuration of their particular account, and set them up for success as a Stax customer.
Your role is to be the expert for everything product, account, and service related, and to ensure onboarded accounts begin processing as quickly and easily as possible.
This position provides project coordination and communication with clients, various internal teams, and external providers. This position will also collaborate with the Sales division to ensure a successful client onboarding experience.
Key Responsibilities & Objectives
Your role is to be the expert for everything product, account, and service related, and to ensure onboarded accounts begin processing as quickly and easily as possible.
This position provides project coordination and communication with clients, various internal teams, and external providers. This position will also collaborate with the Sales division to ensure a successful client onboarding experience.
Key Responsibilities & Objectives
- Manage a pipeline of new accounts that are ready for implementation of services
- Lead clients through the onboarding process, ensuring a high overall customer satisfaction and minimizing churn
- Schedule and complete Onboarding calls with merchants and sub-users, providing information, training, and orientation to merchants in 1:1 situations and in group-based situations (e.g. webinars)
- Conduct follow-ups with merchants who are not processing or have not yet completed Onboarding to understand any roadblocks and to help them overcome any obstacles
- Guide merchants to adhere to best practices in the configuration of their products and solicit feedback on solution dependencies and gaps
- Drive adoption of our software and hardware solutions
- Initiate, plan, execute and monitor Onboarding projects
- Maintain internal and external data requests and ticketing system
- Maintain internal documentation
- Update and routinely monitor client records to ensure they are up to date
- Complete complex tasks related to the initial setup, build, and customer training of products
- Provide collaborative leadership to the internal team and stakeholders on how to improve processes or the client experience
- Communicate any issues or highly requested feature requests to our product team for review
- 1-3 years of experience in onboarding, implementation, or customer success
- Strong verbal and written communication skills
- Demonstrated ability to explain complex concepts and processes to non-technical individuals
- Solution-oriented with the ability to think strategically and creatively in decision making
- Able to take direction and feedback well, yet being forward-thinking to challenge the status quo
- Detail oriented, strong analytical, organizational, and problem solving skills required
- Ability to work independently and utilize good judgment and timing in deciding which situations require management involvement
- Ability to navigate organizational growth and excel in a fast-paced environment
Job Summary
JOB TYPE
Full Time
SALARY
$39k-50k (estimate)
POST DATE
06/08/2024
EXPIRATION DATE
07/04/2024
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