Onboarding Specialist - Staples Promotional Products

Staples Canada•Framingham, MA

2d•Onsite

About The Position

Staples Promotional Products, a division of Staples, is a national leader in the promotional products industry. They help customers build love for their brands with customized merchandise solutions. This role is crucial in supporting the onboarding process for new customers and ensuring seamless account activation.

Requirements

Strong attention to detail and accuracy when reviewing customer, account, billing, and financial onboarding information.
Ability to manage multiple requests, deadlines, and priorities in a fast-paced support environment.
Clear written and verbal communication skills with the ability to provide timely updates and follow-through.
Analytical mindset with the ability to identify missing information, resolve routine issues, and take appropriate action.
Customer service focus when supporting field sales, internal teams, and onboarding needs.
Collaborative, reliable, and process-oriented approach with a strong sense of ownership.
High School Diploma, GED, or equivalent work experience.
2+ years of related experience in customer onboarding, account setup, finance/billing support, sales support, customer service, operations, or administration.
Working knowledge of Microsoft Excel for data entry, tracking, sorting/filtering, and basic reporting.

Nice To Haves

Associate Degree or coursework in Business, Finance, Accounting, Operations, Customer Service, or a related field.
Familiarity with LINC, FOCUS, or similar account management/reporting tools.
Intermediate Excel skills, including tracking, sorting/filtering data, and supporting reports.

Responsibilities

Complete customer account setup tasks, including majors, logo codes, billing accounts, and related internal account components.
Partner with credit, field sales, and internal teams to support timely financial onboarding and account activation.
Process customer vendor forms, new account paperwork, and related onboarding documentation with accuracy and attention to detail.
Research and validate customer information, including GPO affiliation checks, strategic account verification, and other account setup requirements.
Respond to field sales and internal partners regarding onboarding status, documentation needs, and account setup questions.
Use internal systems, Excel, account screens, and reporting tools to enter, validate, track, and update onboarding information.
Troubleshoot onboarding, billing, documentation, account setup, and system-related issues, escalating complex matters when needed.
Support service-level expectations, including timely responses and account setup completion within department guidelines.
Contribute to process improvement efforts that strengthen onboarding accuracy, efficiency, consistency, and customer experience.