The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many core onboarding processes are automated. The role manages queues, email journeys, early engagement campaigns, and supports fleet enrollment and activations to ensure a positive customer experience and early lifecycle success. The specialist manages Salesforce queues, customer applications, and declines; monitors early engagement through automated emails and shared inbox correspondence with Sales representatives; and supports fleet enrollment and pending activations. The role also handles account setup and data validation, educates customers on basic program features, identifies and escalates issues affecting customer experience, partners with Sales and internal teams to support smooth onboarding transitions, and delivers high-quality customer service while managing timelines and expectations. The position is intended for someone with 0–2 years of customer service, onboarding, or related experience. Success involves timely and accurate onboarding for Micro and Small Fleet customers, quality in automated and manual workflows, confident customer interactions, and foundational product and process knowledge.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed