Onboarding Coordinator
Job Summary
The Onboarding Coordinator is responsible for overseeing and coordinating the scheduling, planning, and execution of installation projects. Acting as a liaison between customers, installers, and internal departments, the Onboarding Coordinator ensures timely and successful completion of projects while delivering exceptional customer service. This role requires strong organizational skills and attention to detail to manage multiple projects simultaneously while maintaining clear and consistent communication across all stakeholders.
Key Duties
- Coordinate and schedule installation projects in alignment with customer availability and internal timelines.
- Communicate with clients to confirm project details, set expectations, and provide updates throughout the installation process.
- Ensure all necessary documentation, contracts, and system entries are completed accurately and on time.
- Collaborate with sales, technical support, and logistics teams to ensure smooth handoffs and project readiness.
- Track the progress of installations and proactively address delays or obstacles to maintain project momentum.
- Serve as a point of contact for escalations or concerns during the installation process.
- Help identify areas for process improvement and contribute to the development of more efficient coordination practices.
- Perform administrative tasks related to installation, including data entry, reporting, and internal communications.
- Uphold company standards for professionalism, accuracy, and customer service throughout all project phases.
Education/Training
- High school diploma or equivalent (Associate’s or Bachelor's degree preferred)
Work Experience/Skills
- Strong organizational and multitasking skills
- Excellent communication and interpersonal abilities
- Ability to work well under pressure and manage changing priorities
- Problem-solving mindset with attention to detail
Preferred Work Experience/Skills
- Pleasant telephone manner and ability to conduct phone inquiries
- Professional, friendly, and positive attitude
- Previous customer service experience and communicating with customers over the phone
Physical Demands, Working Conditions, and General Employment Guidelines
- Moderate or high levels of stress may be experienced in the performance of the job
- Position is performed in a general office environment, home office, or approved remote workspace where physical work includes sitting, standing, reaching, kneeling, bending, and lifting to 25 lbs.
- Daily use of the Microsoft Teams (phone), computer, printer, and other routine office equipment
- Must have internet access
Safety to Self and Others
- Little responsibility for safety of others
Working Conditions/Hazards
- Position is performed in an open office environment or approved remote work location
Salary Range
$22.00 - $25.00/hr
Work Location
RedSail Office or Remote
Equal Opportunity Employer
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