About The Position

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.

Requirements

  • 0–2 years of customer service, onboarding, or related experience.
  • Strong customer service orientation.
  • Effective verbal and written communication skills.
  • Attention to detail and accuracy.
  • Basic problem-solving abilities.
  • Time management and organizational skills.
  • Ability to handle customer objections and questions with confidence.
  • Familiarity with CRM and onboarding tools such as Salesforce, Siebel, and Genesys.
  • Proficiency in Microsoft Office Suite and Google Workspace.

Responsibilities

  • Manage Salesforce queues, customer applications, and declines.
  • Monitor and nurture early engagement through automated email campaigns and shared inbox correspondence with Sales representatives.
  • Support fleet enrollment and pending activation efforts.
  • Execute account setup and data validation accurately.
  • Educate customers on basic program features and functionality during onboarding interactions.
  • Identify and escalate issues that may affect the customer experience.
  • Partner with Sales and internal teams to ensure smooth onboarding transitions.
  • Deliver high-quality customer service while managing onboarding timelines and expectations.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement savings plan
  • Paid time off
  • Health savings account
  • Flexible spending accounts
  • Life insurance
  • Disability insurance
  • Tuition reimbursement
  • Quarterly or annual bonus eligibility for non-sales roles, subject to role and applicable plan
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