Customer Onboarding Specialist

Position Purpose Statement

The Customer Onboarding Specialist will manage the configuration of the MyPass platform portals and services to ensure that they meet specific customer requirements. This role will build and configure customer portals, adhering to a strict protocol of activities to ensure that the customer can be up and functioning within a designated timeframe to meet Service Level Agreements. The role will work in partnership with Customer Success Managers and closely with implementation teams, sales, and product teams, providing solutions and maintaining customer satisfaction.

Your Day to Day:

• Efficiently process onboarding requests in adherence to business and service level requirements.

• Ensure the vendor onboarding program for new and existing asset owners is followed

• Coordinate with the Customer Success Managers to align onboarding steps and customer needs

• Create and configure customer portals tailored to customer-specific needs.

• Work with CSs to highlight & resolve client-specific issues during onboarding

• Work with other cross-functional teams to highlight client issues

• Ensure any technical or operational issues encountered during onboarding are swiftly addressed

• Set up billing configurations in the industry portal

• Ensure that the customers portal is fully functional and compliant with their project-specific needs upon onboarding.

• Provide prompt and accurate responses to queries regarding onboarding, portal setup, features, and functionality.

• Capture and maintain customer data in the CRM to understand preferences and enable targeted marketing.

• Ensure that changes are properly communicated and documented to both customers and internal stakeholders

Our Ideal MyPasser:

• Minimum of 1 year of experience in communications, onboarding, customer service/support, sales account management, or customer success

• Proficiency with modern business software such as CRM tools, spreadsheet applications, and communication platforms

• Ability to work independently with a high degree of focus and self-discipline

• Demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment

• Has exceptional Attention to Detail

• Ability to collaborate and communicate effectively with internal teams

• Experience in a project management or a customer-facing technical role with customer success training is an advantage

• Experience working within a SaaS environment is an advantage

• Familiarity with service integration concepts or cloud platforms is a significant advantage

• Previous exposure to the resources industry or HR/Logistics systems is an advantage

• Can work with high volumes of data and understands the importance of data accuracy to foster automation and future AI integration. 

Information :

• Company : MyPass
• Position : Customer Onboarding Specialist
• Location : Cebu City, Central Visayas
• Country : PH