Customer Onboarding Specialist

The Role

We’re seeking an entry-level Customer Onboarding Specialist to guide new clients through our platform, ensuring they quickly see value in our tools and services. This role combines people skills (client-facing meetings, training sessions) with technical competency (basic API interaction, debugging simple issues). It’s a perfect opportunity for recent grads who want to develop a diverse skill set in both customer success and technology.

About BankruptcyWatch

Bankruptcy represents a "fresh start" for millions of consumers and businesses experiencing the hardest circumstances and struggling to stay afloat. Unfortunately, the systems and technology that underpin the U.S. Bankruptcy system are cumbersome and difficult–making bankruptcy that much harder for everyone involved. At BankruptcyWatch, we are building the next era of bankruptcy where bankruptcy operations are easy, understandable, safe, streamlined, and unceremonious. We do this through our powerful API-first platform.

Why Join Us?

• Innovation & Ownership: Take the lead on creative projects and have a say in improving processes and architectures.
• Hands-On Learning: We’re looking for new graduates excited to jump into a fast-paced environment. You’ll receive training and mentorship from industry professionals.
• Technical Growth: Develop your technical skills by working with real APIs, learning basic debugging, and contributing to product improvements. We invest in certifications, conference attendance, and hands-on training to keep your skills on the cutting edge. We also have growth tracks into development and leadership roles.
• Collaborative Culture: Engage directly with clients, product managers, and engineers. We value open communication and teamwork in solving everyday challenges.
• Meaningful Impact: Be part of transforming bankruptcy—your contributions will help clients streamline a historically complex process.

Responsibilities

1. Technical Client Onboarding & Training

• Own the onboarding process for new clients, from creating user accounts to configuring solutions and training.
• Develop simple how-to materials and FAQs that help clients become self-sufficient.
• Conduct virtual or in-person sessions to walk clients through core features, ensuring they understand how to utilize our platform effectively.

2. Basic Technical Support & Debugging

• Assist with simple API-related queries—e.g., verifying correct endpoints, parameters, and authentication tokens.
• Work alongside engineers to identify and escalate technical issues when deeper investigation is needed.
• Use tools like Postman, cURL, or basic scripts to test and troubleshoot integration problems.

3. Customer Success & Relationship Building

• Serve as the main point of contact for new clients during their first weeks or months.
• Maintain clear and timely communication, addressing any roadblocks or questions with empathy.
• Coordinate with internal teams (sales, product, compliance) to ensure client feedback is captured and acted upon.
• Provide meeting summaries and clearly outline next steps to ensure alignment and follow-through.

4. Documentation & Process Improvement

• Help maintain and update onboarding documentation (checklists, quick-start guides, etc.) to reflect new features or workflow changes.
• Identify common client questions or hurdles, and suggest ways to improve or automate the onboarding experience.

Qualifications

Required

• Bachelor’s degree in Computer Science, Information Systems, Business, Communications, or a related field.
• Strong communication skills: You enjoy talking with clients, explaining technical concepts in simple terms, and ensuring they feel supported.
• Basic familiarity with APIs: You know what endpoints, parameters, and JSON mean (internship projects or coursework counts!).
• Problem-Solving Mindset: You’re comfortable tinkering with tools like Postman or simple Python scripts to investigate an issue.
• Enthusiasm & Curiosity: You’re excited to learn, adapt, and absorb new technical and customer-focused skills.
• Team Player: You flourish in an environment where cross-functional collaboration is key.

Preferred

• Proficiency in Google Workspace (Docs, Sheets, Meet) and project-management tools (e.g., Jira, Trello).
• Coursework or internship experience with APIs, webhooks, or basic cloud services (e.g., AWS).

Location

This role is based on-site in our Rexburg office.

Benefits

BankruptcyWatch offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive pay
• Paid Time Off & federal holidays

Job Type: Full-time

Pay: $50,000.00 - $62,000.00 per year

Application Question(s):

• While we encourage people to use AI systems during their role to help them work faster and more effectively, please do not use AI assistants during the application process. We want to understand your personal interest in BankruptcyWatch without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills. Please indicate 'Yes' if you have read and agree.
• One part of this role is to talk to our users about our API. In one paragraph, how much experience do you have with APIs used by 3rd-party developers?
• Explain the organizational process you used to stay on top of work projects or coursework. How has it evolved over time?

Work Location: In person

Salary : $50,000 - $62,000