Customer Onboarding Specialist

The Raymond Corporation • Addison, TX

1d

About The Position

The Customer Verification & Account Setup Specialist is responsible for protecting the business from fraud while ensuring new customers experience a smooth, professional onboarding process. This role serves as the primary point of contact for validating new company locations and purchases, handling inbound phone calls, routing customers to the appropriate sales representative, and coordinating closely with Sales to ensure accurate and timely account setup. This position plays a critical role in data accuracy, risk reduction, and first impressions for new customers.

Requirements

• Bachelor’s Degree; preferred degree in Business, Supply Chain, Finance, or related field
• 0–5 years of experience in customer-facing, call-based, or operations support roles
• Excellent verbal and written communication skills
• Strong active listening, critical thinking, and decision-making abilities
• Familiarity with Microsoft Office Suite; CRM and ERP experience preferred
• Proven ability to work cross-functionally with Sales, Operations, and internal teams

Nice To Haves

• 0–2 years of experience in customer service, inside sales support, account onboarding, or verification-related roles
• Strong phone presence with comfort handling both outbound verification calls and inbound customer inquiries
• Ability to ask targeted questions, validate business information, and connect details across company locations, purchases, and contacts
• High attention to detail with discipline around documentation, follow-up, and CRM hygiene
• Strong time management skills with a sense of urgency and accountability
• Curiosity about customer operations, purchasing needs, and account setup requirements
• Coachability and desire to grow within customer operations, sales support, or account management functions

Responsibilities

• Make outbound phone calls to validate new company locations, purchases, and customer legitimacy prior to account activation
• Verify business information using approved validation methods to reduce fraudulent activity
• Clearly document verification outcomes and supporting details
• Escalate questionable or high-risk cases to leadership or treasury teams as required
• Answer and manage inbound phone calls from prospective and new customers
• Ask discovery questions to understand customer needs and intent
• Capture and enter new leads into the CRM from inbound calls and other internal sources, ensuring accurate and complete information.
• Route calls to the appropriate sales representative or team based on product, territory, or account type
• Leverage scheduling tools to proactively coordinate customer callbacks with sales representatives following inbound inquiries.
• Ensure handoffs are accurate, complete, and well-documented
• Set up new customer accounts in CRM and related business systems, ensuring accurate and complete customer information
• Validate customer details and required documentation to support proper account creation and onboarding
• Partner with sales teams to confirm customer setup requirements and follow up on missing or incomplete information
• Maintain customer data integrity by adhering to established standards and updating records as needed.
• Maintain high standards of CRM hygiene and data accuracy
• Follow defined processes for account setup, verification, and documentation
• Identify trends, gaps, or recurring issues in account setup or validation and escalate as needed
• Support continuous improvement of onboarding and fraud-prevention workflows

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level