Customer Onboarding Specialist
Full-time
Virtua Solutions Outsourcing
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!
Vacancy posted a month ago
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