Customer Onboarding Specialist

MUST HAVE EXPERIENCE WITH A CRM!!!!!!The Customer Verification & Account Setup Specialist is responsible for protecting the business from fraud while ensuring new customers experience a smooth, professional onboarding process. This role serves as the primary point of contact for validating new company locations and purchases, handling inbound phone calls, routing customers to the appropriate sales representative, and coordinating closely with Sales to ensure accurate and timely account setup.This position plays a critical role in data accuracy, risk reduction, and first impressions for new customers.Responsibilities:Fraud Prevention & VerificationMake outbound phone calls to validate new company locations, purchases, and customer legitimacy prior to account activationVerify business information using approved validation methods to reduce fraudulent activityClearly document verification outcomes and supporting detailsEscalate questionable or high-risk cases to leadership or treasury teams as requiredInbound Call Handling, Lead Entry & Sales RoutingAnswer and manage inbound phone calls from prospective and new customersAsk discovery questions to understand customer needs and intentCapture and enter new leads into the CRM from inbound calls and other internal sources, ensuring accurate and complete information.Route calls to the appropriate sales representative or team based on product, territory, or account typeLeverage scheduling tools to proactively coordinate customer callbacks with sales representatives following inbound inquiries.Ensure handoffs are accurate, complete, and well-documentedNew Customer Account SetupSet up new customer accounts in CRM and related business systems, ensuring accurate and complete customer informationValidate customer details and required documentation to support proper account creation and onboardingCRM & Process CollaborationMaintain high standards of CRM hygiene and data accuracyFollow defined processes for account setup, verification, and documentationIdentify trends, gaps, or recurring issues in account setup or validation and escalate as neededSupport continuous improvement of onboarding and fraud-prevention workflowsSuccessful candidates will have:0–2 years of experience in customer service, inside sales support, account onboarding, or verification-related rolesStrong phone presence with comfort handling both outbound verification calls and inbound customer inquiriesAbility to ask targeted questions, validate business information, and connect details across company locations, purchases, and contactsHigh attention to detail with discipline around documentation, follow-up, and CRM hygieneStrong time management skills with a sense of urgency and accountabilityCuriosity about customer operations, purchasing needs, and account setup requirements Coachability and desire to grow within customer operations, sales support, or account management functionsRequirements:Bachelor’s Degree; preferred degree in Business, Supply Chain, Finance, or related field0–5 years of experience in customer-facing, call-based, or operations support rolesExcellent verbal and written communication skillsStrong active listening, critical thinking, and decision-making abilitiesFamiliarity with Microsoft Office Suite; CRM and ERP experience preferredProven ability to work cross-functionally with Sales, Operations, and internal teams