Client Onboarding Specialist

4 days ago


Cebu City, Central Visayas, Philippines Karbon Full time

About Karbon

Karbon is the go-to solution for growth-minded accounting firms seeking to streamline their operations and improve productivity.

We serve clients in 34 countries and have a globally distributed team based throughout the US, Australia, New Zealand, Canada, the UK, and the Philippines. As a Business Operations Coordinator, you'll play a vital role in ensuring a seamless onboarding experience for our customers.

Your key responsibilities will include:

  • Data consolidation and importation, including QA review
  • Template creation and editing for customers
  • Request prioritization and management, including updating requesters and ticketing systems on task completion
  • Customer and project account setup and tracking
  • Assistance with customer report requests; consolidating final reports for uploading in various systems
  • Validation and verification of customer information for offboarding
  • Removal of customer information from systems
  • Support for the sales, customer success, and services teams with contact management as needed
  • Preparation of customer business reviews
  • Follow-up on customer survey requests
  • Leadership in customer education content creation

To succeed in this role, you'll need:

  • At least 1+ year of relevant work experience (or equivalent)
  • 1-2 years of customer service experience – excellent customer service skills are essential
  • BSIT preferred
  • Exceptional written and verbal communication skills in English
  • Background in B2B account management, client services, or a similar field
  • Attention to detail & ability to tackle complex problems creatively
  • Strong project management skills
  • Capacity to break down intricate issues into clear, concise recommendations for both written and verbal communication
  • Highly motivated and self-directed individual
  • Proficiency in Google Suite and MS Office applications, especially Excel
  • Familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.)


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