Customer Onboarding Specialist

Are you organized, detail-oriented, and passionate about delivering great customer experiences? Join our Finance and Operations team as a Customer Onboarding Specialist! In this role, you’ll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You’ll Do

• Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
• Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
• Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
• Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
• Send onboarding emails with key setup instructions, payment processing steps, and contact information.
• Follow up on multi-year renewal POs and address any missing or incomplete documentation.
• Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
• Contribute to process improvement initiatives to enhance the onboarding experience.

• 2+ years of experience in a customer-facing and operational onboarding role.
• Strong attention to detail with excellent organizational and problem-solving skills.
• Experience working with POs, documentation management, and vendor/customer portals.
• Experience using Salesforce; NetSuite experience is a plus.
• Excellent communication skills, both written and verbal.
• Ability to thrive in a fast-paced environment.

If you’re ready to help new customers get off to a great start and be part of a dynamic team, we’d love to hear from you!

Apply today and join us in BGC, Taguig City!