Onboarding Specialist - Staples Promotional Products

About the role

At Staples Promotional Products, you are the key to helping customers connect with their brands through customized merchandise solutions.

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.

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.
• An analytical mindset with the ability to identify missing information, resolve routine issues, and take appropriate action.
• A customer service focus when supporting field sales, internal teams, and onboarding needs.
• A collaborative, reliable, and process-oriented approach with a strong sense of ownership.

Qualifications

• Basic Qualifications: 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.
• Preferred Qualifications: 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.

Skills

• Attention to detail
• Customer service focus
• Collaboration
• Problem-solving
• Time management

Benefits

• Inclusive culture with associate-led Business Resource Groups
• 112 Hours of PTO and Holiday Schedule (7 observed paid holidays + 1 floating holiday)
• Online and Retail Discounts
• Company match 401(k)
• Physical and Mental Health Wellness programs

Pay

The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, business considerations, geography, and internal equity.

Schedule

Overtime pay may apply, in accordance with federal and state requirements.