Customer Onboarding Coordinator

Responsibilities

• Oversee new 3rd party customer setup
• Verify credit app completion and credit references
• Obtain certificate of insurance and submit for review (compliant/acceptable)
• Enter insurance policy and expiration information
• Verify the credit limit with Leadership
• Setup approved customers within our database
• Submit pre-lien notices for all new job setups
• Create customer portal login credentials
• Review and request COI renewals & maintain the database
• Perform special projects and other ad-hoc duties as needed

Requirements

• Ability to prioritize, multitask, and manage time effectively
• Excellent communication skills, both verbal and written
• Ability to work in both a team environment and independently
• Well organized with attention to detail
• Positive interpersonal skills and strong work ethics
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)

Qualifications

• 1–3 years of customer management experience
• Experience with Coupa and RentalMan software preferred
• Knowledge of Sales Tax and construction project contract language preferred
• Construction or industry related experience a plus