Current jobs related to Customer Onboarding Coordinator - Philippines - Smartchannel Pty Ltd

  • Customer Onboarding Executive

    3 weeks ago

    , Metro Manila, Philippines Locad Full time

    Overview Join to apply for the Customer Onboarding Executive role at Locad . Direct message the job poster from Locad. Building SaaS Teams @ LOCAD || Share your profile at About Locad Locad is the logistics engine enabling e-commerce brands to store, pack, ship, and track orders across Asia-Pacific, GCC and the USA. Our tech platform syncs inventory...

  • IT Onboarding Specialist

    7 days ago

    , Metro Manila, Philippines iSupport Worldwide Full time

    Be a part of our fast-growing team and unchain all the possibilities! What is your mission? We are looking for a dynamic IT Onboarding Specialist to coordinate and deliver a smooth technology onboarding experience for new hires. The role involves setting up user accounts, conducting remote onboarding sessions, and ensuring all systems are accessible and...

  • Customer Onboarding Consultant

    7 days ago

    , Metro Manila, Philippines Guesty Full time

    Guesty is the all-in-one platform helping hospitality businesses around the world automate, optimize, and scale their operations. We’re a fast-growing global startup transforming how the industry works—from guest experience to business growth. With a powerful suite of features and integrations with 150+ industry partners—including Airbnb, Vrbo,...

  • Onboarding Specialist

    2 weeks ago

    , Metro Manila, Philippines Ecomflow Full time

    Ecomflow National Capital Region, Philippines Join the Ecomflow Team We help e-commerce brands scale faster by handling their logistics and fulfillment needs. We’re growing quickly — and we’re looking for an Onboarding Specialist to join our team and be the first point of contact for new brands. This role is all about setting our partners up for...

  • Customer Onboarding Executive

    6 days ago

    , Metro Manila, Philippines Locad Full time

    About Locad Locad is the logistics engine enabling e-commerce brands to systematically store, pack, ship, and track orders across Asia-Pacific, GCC and the USA. Our tech platform syncs inventory across online channels and organizes end-to-end order fulfilment through our reliable network of warehouses and shipping partners across Singapore, Malaysia, the...

  • Customer Onboarding

    6 days ago

    , , Philippines Yanolja Cloud Solution Full time

    Join to apply for the Customer Onboarding & Support Executive role at Yanolja Cloud Solution Get AI-powered advice on this job and more exclusive features. Roles & Responsibilities Be able to understand the nature of client issues and resolve them in a timely and efficient manner. Responsible for resolving client issues via Live Chat, Email, Phone, and...

  • Merchant Onboarding Specialist

    3 weeks ago

    , Metro Manila, Philippines Buscojobs Full time

    Overview Merchant Onboarding Specialist jobs in Manila. Taguig, National Capital Region ₱ - ₱ . Y Virtua Solutions Outsourcing. Posted 1 day ago Job Description About the Role Are you organized, detail-oriented, and passionate about delivering great customer experiences? Join our Finance and Operations team as a Customer Onboarding Specialist. In this...

  • Onboarding Consultant

    7 days ago

    , Metro Manila, Philippines Pantheon Full time

    Onboarding Consultant Join to apply for the Onboarding Consultant role at Pantheon. About Pantheon Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress...

  • Onboarding Associate

    3 weeks ago

    , , Philippines Finni Health (YC W23) Full time

    Overview Onboarding Associate role at Finni Health (YC W23). Finni Health empowers autism care providers to start, run, and grow their own practices. We democratize autism care by providing access to our insurance network, purpose-built EHR software, HR solutions, and clinical support. We are backed by notable investors and seek smart, driven individuals...

  • Onboarding Consultant

    2 weeks ago

    , Metro Manila, Philippines Pantheon Full time

    About Pantheon Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft, and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon\'s multitenant,...

Customer Onboarding Coordinator

4 weeks ago

Philippines Smartchannel Pty Ltd Full time

2 days ago Be among the first 25 applicants

Direct message the job poster from Smartchannel Pty Ltd

Bridging Top Talent with the Right Opportunities | Driving People & Business Success | Registered Psychometrician | CHRA | CSSWB

Position: Customer Onboarding Coordinator

Schedule: Day Shift

Work Set-up: Onsite (Mandaluyong)

Employment Type: Full-time

The Onboarding Coordinator plays a critical role in bridging the gap between our Sales and Operations teams. Your primary responsibility is to take ownership of a new customer account once a sale is closed, ensuring every detail is validated and every job is 100% ready for a smooth, efficient installation. You will be the point of contact for the customer during the post-sale readiness phase, ensuring a seamless and positive experience.

Duties and Responsibilities

Deal Validation & Handoff:

  • Review all "closed-won" deals handed over from the Sales team.
  • Verify the accuracy and completeness of signed contracts, pricing, and required customer documentation.
  • Ensure all necessary information (e.g., photos of the site, switchboard, meter box) has been provided to the required standard.

Customer Communication & Information Gathering:

  • Serve as the primary point of contact for customers during the onboarding phase.
  • Proactively communicate with customers to request missing information or clarify details.
  • Maintain a clear and professional line of communication to keep the customer informed and engaged.

Site & Technical Feasibility Assessment:

  • Assess the provided information to determine the technical feasibility of the installation.
  • Identify potential site-specific issues or compliance requirements that may affect the job.
  • Work with our technical and advisory teams to confirm system design and placement.

Variation & Re-contracting Management:

  • Identify any variations from the original quote (e.g., additional batteries, switchboard upgrades, difficult access) and determine the updated cost.
  • Present variations and updated quotes to the customer and secure their approval.
  • Execute any necessary re-contracting and update the deal in the CRM.

Job Readiness & Handoff:

  • Finalize all job details, ensuring all documentation is complete and accurate.
  • Mark the job as "Install Ready" in the CRM, officially handing it off to the Scheduling and Installer Coordination teams.

Upsell Identification:

  • Leverage your technical assessment to identify potential upsell opportunities (e.g., an extra battery, surge protection) and present them to the customer during the onboarding process.

Qualification

  • Experience: Proven experience in a technical support, project coordination, or administrative role, preferably within the solar or energy sector.
  • Technical Knowledge: A strong understanding of solar and battery installation components, compliance requirements, and electrical systems is highly desirable.
  • Customer Focus: Excellent communication skills with the ability to manage customer expectations and resolve issues professionally.
  • Attention to Detail: Meticulous in reviewing contracts, data, and documentation to ensure accuracy and prevent errors.
  • Problem-Solving: Proactive and solutions-oriented, with the ability to identify potential issues and propose effective solutions.
  • Organizational Skills: Capable of managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines.
  • Systems Proficiency: Experience with CRM systems (e.g., HubSpot) and project management tools is essential.
Seniority level
  • Entry level
Employment type
  • Full-time
Industries
  • Retail

Referrals increase your chances of interviewing at Smartchannel Pty Ltd by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr