Customer Onboarding Specialist (Offshore)

Key Responsibilities

• Validate customer account setup in system against sales order and contract terms
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency) before first invoice
• Conduct outbound welcome calls to new commercial customers within a defined window of setup
• Confirm customer’s preferred billing method, contact, communication cadence, and service expectations
• Document customer preferences in system of record for downstream teams (billing, collections, service)
• Partner with Sales and Operations to resolve setup gaps identified during validation
• Escalate account-level risks (incomplete data, customer dissatisfaction signals) to onboarding leadership
• Track and report on time-to-clean-setup and first-invoice accuracy
• Validate work order Management process (3rd party portal, email, phone, chat)o If 3rd party portal, validate portal and billing system match with 1-1o Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency, pricing) before first invoice
• Provide appropriate payment routing information ie. ACH detail
• Get what company name will be on the payment that we receive

Qualifications

• 2+ years customer service or account management experience, B2B preferred
• Strong verbal English communication skills for customer-facing calls
• Comfortable navigating ERP/CRM systems (Aspire, Salesforce, or similar)
• Detail-oriented, comfortable with data validation work
• Experience in billing, AR, or commercial services industry a plus