Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Customer Onboarding Specialist responsible for onboarding new customers at WeShip Express. Leading communication between clients and internal teams to ensure a successful onboarding process.
Responsibilities
- Responsible for leading all new WeShip Express business through the onboarding process from beginning to end
- Act as the liaison between new customers and internal departments to ensure a smooth onboarding process
- Prepare onboarding client documentation, including Zoho project creation and scheduling Client Kickoff Calls & Trainings
- Ensure a smooth onboarding experience for new customers through continuous communication with the account contacts
- Partner with internal departments to troubleshoot and resolve any onboarding obstacles or issues
- Track status of all new accounts to ensure timelines are met and onboarding is completed in the agreed upon timeframe
- Follow up with customers for the first 90 days of onboarding to ensure utilization of WSE systems
Requirements
- 1-2 years of experience onboarding new customers within the shipping and logistics industry
- 2+ years of customer service experience within the shipping and logistics industry
- Knowledge of integration systems such as Shopify, ShipStation, BigCommerce
- Knowledge of shipping network, system and policies preferred
- Working knowledge of 3rd Party shipping systems required preferred
- Bachelor's degree in related field or equivalent work experience
Benefits
- Medical, Dental, and Vision
- Additional benefits available for Life and AD&D, Disability, Critical Illness, Accident, Hospital Indemnity, Identity Protection, Pet Insurance, and Legal Services
- Flexible Spending (FSA) and Health Savings (HSA) Accounts
- 401K retirement plan with company match
- Work from home stipend to support your home office
- Paid time off including vacation, sick days and floating holidays
- Coaching and mentoring to take your career to the next level
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