Onboarding Specialist, Client Success

Job description

The Onboarding Client Success Specialist serves as the primary point of contact for Commercial Customer Onboarding, ensuring a seamless transition from Business Development (BD) to active customer status. This role supports the end-to-end onboarding intake process for commercial customers, acts as the main point of contact for onboarding requirements within the Client Success organization, and collaborates cross-functionally to ensure timely and accurate setup and activation. The Onboarding Specialist helps centralize visibility and accountability while maintaining responsibility for quote activations. This role reports to the Supervisor, Client Success Proposals. Key Accountabilities: Customer Onboarding Ownership: - Serve as the central coordinator for Commercial Customer Onboarding from intake through completion. - Receive and triage all onboarding requests originating from Business Development (BD). - Proactively initiate onboarding activities, timelines, and follow-ups with the New Customers group to ensure prompt customer readiness. Customer-Facing Intake & Coordination: - Send the Customer Registration Form directly to customers and serve as their primary contact throughout...