Customer Onboarding Specialist

1 week ago

Taguig, National Capital Region, Philippines Virtua Solutions Outsourcing Full time ₱144,000 - ₱600,000 per year
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 role, you'll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You'll Do
  • Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
  • Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
  • Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
  • Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
  • Send onboarding emails with key setup instructions, payment processing steps, and contact information.
  • Follow up on multi-year renewal POs and address any missing or incomplete documentation.
  • Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
  • Contribute to process improvement initiatives to enhance the onboarding experience.
What We're Looking For
  • 2+ years of experience in a customer-facing and operational onboarding role.
  • Strong attention to detail with excellent organizational and problem-solving skills.
  • Experience working with POs, documentation management, and vendor/customer portals.
  • Experience using Salesforce; NetSuite experience is a plus.
  • Excellent communication skills, both written and verbal.
  • Ability to thrive in a fast-paced environment.

If you're ready to help new customers get off to a great start and be part of a dynamic team, we'd love to hear from you

Apply today and join us in BGC, Taguig City

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