Customer Onboarding Specialist


Need expert onboarding for your customers? At SOURCE, our Customer Onboarding Specialists specialize in guiding new customers through the onboarding process to ensure a smooth start. Our Customer Onboarding Specialists use their expertise to help customers understand and utilize your products or services effectively.

Roles & Responsibilities

  • Onboarding Process: Guide new customers through the onboarding process to ensure a smooth start.
  • Training: Provide training and support to customers on how to use your products or services.
  • Client Communication: Maintain regular communication with new customers to address questions and concerns.
  • Issue Resolution: Address and resolve any issues that arise during the onboarding process.
  • Documentation: Create and manage onboarding documentation and resources.
  • Feedback Collection: Gather feedback from new customers to identify areas for improvement.
  • Collaboration: Work closely with sales and support teams to ensure seamless onboarding.


Education and Experience

  • Degree: Bachelor’s degree in Business, Marketing, or a related field.
  • Experience: Minimum of 2 years of experience as a Customer Onboarding Specialist.

Technical Skills

  • Onboarding Tools: Proficient in using onboarding and customer management tools.
  • Training: Experience in providing training and support to customers.
  • Data Management: Strong skills in data management and record keeping.

Soft Skills

  • Communication: Excellent verbal and written communication skills.
  • Customer Service: Strong customer service skills to interact professionally with customers.
  • Problem-Solving: Strong problem-solving skills to address and resolve onboarding issues.
  • Organizational Skills: Strong organizational skills to manage multiple onboarding tasks.

How To Get Started

Ready to enhance your customer onboarding with a dedicated Customer Onboarding Specialist? Contact us today at to discuss how our experts can help you achieve your business goals.

Up To 74% Savings
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10, 20 or 40 Hours
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Working Hours:
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Philippines Rate (Avg):
$1,750 / mo
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India Rate (Avg):
$1,600 / mo
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Latam Rate (Avg):
$2,800 / mo
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European Rate (Avg):
$3,750 / mo
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