Customer Onboarding Specialist

Job Summary

Guiding new prospective fleets through the onboarding process, the full-time remote Customer Onboarding Specialist will ensure a seamless transition to active usage of the fuel card, focusing on customer education, trust-building, and driving activation and retention rates.

Key responsibilities

• Lead customers through the onboarding journey, from application to first swipe completion
• Educate customers on using the fuel card and platforms effectively, addressing their questions and concerns
• Monitor and document customer progress using CRM tools, while identifying and resolving onboarding barriers

Required qualifications

• Proven experience in a customer-facing role such as onboarding, customer success, sales, or support
• Proficiency with CRM tools (e.g., HubSpot) and a willingness to learn new technologies
• Ability to manage multiple customers and tasks simultaneously in a fast-paced environment
• Strong communication and interpersonal skills to build trust and rapport quickly
• Problem-solving mindset with a proactive approach to addressing customer needs