Customer Onboarding Specialist I
WEX
Maine, United States0–2 yrs58m agovia LinkedIn
About the Role
The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many core onboarding processes are automated. This role manages queues, email journeys, early engagement campaigns, and supports fleet enrollment and activations, ensuring a positive customer experience and early lifecycle success.
Key Responsibilities
- Manage Salesforce queues, customer application process, and declines
- Monitor and nurture early engagement through automation emails and shared inbox correspondence with Sales reps
- Support fleet enrollment and pending activation efforts
- Execute account setup and data validation with high accuracy
- Educate customers on basic program features and functionality during onboarding interactions
- Identify and escalate issues that may impact the customer experience
- Partner with Sales and internal teams to ensure smooth onboarding transitions
- Deliver high-quality customer service while managing onboarding timelines and expectations
Requirements & Tech Stack
- Familiarity with CRM and onboarding tools (e.g., Salesforce, Siebel, Genesys)
- Proficiency in Microsoft Office Suite and Google Workspace
Qualifications
- Strong customer service orientation
- Effective verbal and written communication skills
- Attention to detail and accuracy
- Basic problem-solving abilities
- Time management and organizational skills
- Ability to handle customer objections and questions with confidence