Customer Onboarding and Management Coordinator

Job description

Date Posted: 2026-04-02 Country: United States of America Location: OTFLH: Florida Home Offices Remote Location, Remote City, FL, 33408 USA Role Summary The Customer Onboarding & Management Specialist ensures accurate setup and ongoing maintenance of customer accounts across contract, billing, and payment systems. This role supports timely invoicing, smooth onboarding, and strong customer support by maintaining clean, complete customer and contract data and partnering cross‑functionally to resolve issues. Key Responsibilities: - Partner with Finance, Contract Booking, and Collections to research and resolve billing questions, disputes, and account setup issues. - Coordinate onboarding for new customers by collecting, validating, and tracking required documentation (e.g., insurance, compliance requirements, purchase orders, and related forms). - Create and maintain accurate customer account records in CRM and internal systems, ensuring data integrity for downstream billing and reporting. - Support system accuracy and standard processes to enable analytics, operational reporting, and cross‑department workflows. - Provide ongoing administrative support for customer account maintenance...