55564patriot334567software868575745

Retail Onboarding Coordinator I

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At a Glance

Location
Remote
Work Regime
remote
Experience
1+ years
Posted
2026-04-02T15:09:59-04:00

Key Requirements

Required Skills

CRM

Domain Knowledge

  • Accounting

Requirements

1+ years of experience in a Customer Support or Call Center setting.

Must have the ability to handle sensitive customer information securely and adhere to the company’s data protection protocols.

Consistent, Reliable High-Speed Internet Access

Experience with CRM software is a plus

Familiarity with payroll or accounting software

Basic understanding of accounting principles.

Responsibilities

Join our Retail Onboarding Team and play a key role in winning new retail customers, guiding them through the onboarding journey, and elevating their customer experience.

As a Retail Onboarding Coordinator, you'll collect feedback to enhance the customer experience and help define the scope, requirements, and goals of our onboarding department, shaping its future.

Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers via phone, live online chat, and email (no robots here!)

Become an expert in understanding our customers' needs, identifying opportunities to fill product gaps, and generating innovative ideas to expand our market share and enhance the customer experience.

Drive growth in our retail channel by owning the customer onboarding experience, providing onboarding, free setup assistance, and support from retail sign-up to account completion

Respond to inquiries, address complaints, and resolve issues, focusing on customer satisfaction and protecting our company's brand.