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The Customer Onboarding Specialist manages automated and manual onboarding workflows, including Salesforce queues, customer applications, and fleet activations. They also nurture early customer engagement through email campaigns and provide education on program features.
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.
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
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
Familiarity with CRM and onboarding tools (Salesforce, Siebel, Genesys)
Proficiency in Microsoft Office Suite and Google Workspace
Ensures timely and accurate onboarding for Micro and Small Fleet customers
Demonstrates accuracy and quality in managing automated and manual workflows
Builds confidence in customer interactions
Develops foundational product and process knowledge
0–2 years of customer service, onboarding, or related experience
Task / Responsibility
% Time
Manage Salesforce queues, customer applications, declines
20%
Monitor and nurture early engagement campaigns, shared inbox correspondence
20%
Support fleet enrollment and pending activation efforts
15%
Execute account setup and data validation with high accuracy
15%
Educate customers on basic program features during onboarding
10%
Identify and escalate issues impacting customer experience
5%
Partner with Sales/internal teams for smooth transitions
5%
Deliver high-quality customer service, manage onboarding timelines
10%
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