Customer Onboarding and Management Coordinator

Otis Elevator Co.

2d • Remote

About The Position

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.

Requirements

• High school diploma or equivalent required; associate’s degree or higher preferred.
• 1+ years of experience in customer onboarding, account administration, billing support, or a related operations role.
• Proficiency with CRM and/or ERP/billing systems (e.g., Salesforce, SAP, Oracle, or similar).
• Strong attention to detail with the ability to manage multiple requests and deadlines.
• Professional written and verbal communication skills and the ability to work effectively with internal partners and customers.

Nice To Haves

• Experience supporting contract booking, invoicing, collections, or order-to-cash processes.
• Knowledge of customer compliance documentation (insurance certificates, vendor onboarding portals, W‑9/W‑8, etc.).
• Advanced Excel skills (pivot tables, lookups) and comfort working with data quality/cleanup initiatives.

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, including updates to contracts, billing profiles, and payment terms in accordance with internal controls.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED