Customer Relations Onboarding Administrator

Duties and Responsibilities

• Maintain accurate customer data across FleetSMART, FreshSales, Maddenco, FreshService, and other applicable systems.
• Create new customer accounts in accordance with company policies and onboarding standards.
• Validate customer account and billing information to ensure accuracy.
• Complete and submit vendor packets in a timely and accurate manner.
• Support data governance efforts by maintaining system integrity and consistency.
• Partner with sales, operations, and administrative teams to improve onboarding processes and workflows.
• Meet or exceed established customer onboarding KPIs and performance goals.
• Review and validate customer program documentation, training materials, and service guidelines.
• Develop a strong understanding of Snider's products, services, customer programs, and billing structures.
• Serve as a resource to internal teams regarding billing codes, pricing structures, and customer account requirements.
• Communicate regularly with customers, branches, and internal departments regarding account updates and program changes.
• Maintain customer files and records across all applicable systems and platforms.
• Prepare monthly reports measuring onboarding activity and overall program success.

Qualifications and Requirements

• 2+ years of relevant experience in an office setting
• 1+ year of experience with inventory reporting and data

Skills and Abilities

• Strong organizational, time management, and attention-to-detail skills
• Solid math, analytical, and problem-solving abilities with the ability to research and interpret data
• Proficiency with 10-key data entry and Microsoft Office applications, including Excel, Outlook, Word, and PowerPoint
• Ability to quickly learn and navigate additional systems and software, including ERP and inventory management platforms
• Understanding of billing procedures, and month-end/year-end deadlines
• Excellent written and verbal communication skills with a strong customer service mindset
• Ability to multitask, prioritize work, and perform effectively in a fast-paced, deadline-driven environment
• Ability to maintain confidentiality and handle sensitive information professionally
• Flexibility to work overtime as needed based on business demands