Onboarding and Offboarding Specialist
7 Minutes ago • 2 Years +
Human Resource
Job Description
We are seeking a detail-oriented Onboarding and Offboarding Specialist to manage the seamless onboarding of new customers, ongoing account maintenance, and the offboarding process for terminated customers. This role requires strong contract comprehension and meticulous attention to detail to ensure accurate and compliant account management. Key responsibilities include managing end-to-end onboarding, maintaining customer accounts, coordinating offboarding, reviewing contracts for compliance, and collaborating with internal teams.
Must Have:
- Manage end-to-end onboarding processes for new customers.
- Maintain customer accounts by updating information and system settings.
- Coordinate offboarding activities for terminated customers.
- Review and understand customer contracts to ensure compliance.
- Maintain accurate records and documentation.
- Collaborate with internal teams such as Sales, Legal, and IT.
- 2+ years of experience in customer onboarding or account management.
- Strong ability to interpret and apply contract terms.
- Exceptional attention to detail and organizational skills.
- Proficient with CRM and account management systems.
- Excellent communication and interpersonal skills.
- Ability to handle sensitive information with confidentiality and professionalism.
Job Overview:
We are seeking a detail-oriented specialist to manage the seamless onboarding of new customers, ongoing account maintenance, and the offboarding process for terminated customers. This role requires strong contract comprehension and meticulous attention to detail to ensure accurate and compliant account management.
Key Responsibilities:
- Manage end-to-end onboarding processes for new customers, including account creation and configuration in internal systems.
- Maintain customer accounts by updating information, permissions, and system settings as needed throughout the customer lifecycle.
- Coordinate offboarding activities for terminated customers, ensuring proper deactivation of accounts, revocation of access, and data archiving or deletion as required.
- Review and understand customer contracts to ensure compliance during onboarding and offboarding.
- Maintain accurate records and documentation related to onboarding, account changes, and offboarding activities.
- Collaborate with internal teams such as Sales, Legal, and IT to facilitate smooth transitions and resolve any account-related issues.
Qualifications:
- 2+ years of experience in customer onboarding, account management, or related roles
- Strong ability to interpret and apply contract terms related to customer accounts
- Exceptional attention to detail and organizational skills
- Proficient with CRM and account management systems
- Excellent communication and interpersonal skills
- Ability to handle sensitive information with confidentiality and professionalism
Category: Customer Support
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