Digital Account Opening Specialist - Tempe, AZ

About the role

We are seeking a highly qualified Digital Account Specialist to play a critical role in accelerating customer activation, supporting scalable growth, and delivering a seamless customer experience from intake through onboarding and follow-up engagement. This position serves as the dedicated specialist accountable for maintaining operational continuity across a defined, repeatable workflow with predictable volume. The role reduces process fragmentation, minimizes rework, and mitigates execution risk by driving adherence to service level standards, established operating procedures, and quality expectations.

Responsibilities

• Receive, review, and prioritize all Digital Account Opening (DAO) requests.
• Ensure timely acknowledgment and progression of all requests within established service level agreements.
• Perform due diligence, validation, and account readiness reviews.
• Coordinate with internal stakeholders to resolve issues and obtain required documentation.
• Validate onboarding requirements to ensure accurate account creation.
• Ensure successful account activation and readiness for onboarding.
• Troubleshoot account setup issues and escalate as appropriate.
• Maintain accountability for DAO requests from intake through activation and follow-up.
• Serve as the primary point of coordination throughout the onboarding process.
• Minimize unnecessary handoffs and ensure seamless progression of requests.
• Identify and resolve errors, inconsistencies, and process gaps.
• Ensure compliance with established onboarding, documentation, and business standards.
• Minimize operational risk and reduce rework through attention to detail.
• Monitor handling times, request volumes, and workload distribution.
• Maintain accurate reporting and performance tracking.
• Provide input into operational reviews, workforce planning, and scalability assessments.

Requirements

• 1-2 years of experience in customer onboarding, account management, customer support, or high-volume transactional operations.
• Experience managing workflows with service level agreement (SLA) accountability.
• Experience handling multiple customer requests simultaneously in a fast-paced environment.
• Experience working with case management or workflow systems preferred.
• High School Diploma or equivalent required.

Benefits

• Competitive Pay
• Bonus/Incentive Programs
• Retirement Savings – 401K with company match
• Medical, Dental, Vision, and well-being programs
• Tuition Reimbursement
• Generous Paid Time Off
• Paid Leave
• Employee Discount Program
• Employee Assistance & Work Life Program
• Outstanding training opportunities