Job Description

• What You'll Do

As a Customer Implementation Specialist, you'll help onboard new customers and ensure their accounts are set up correctly. You'll work closely with Sales, Credit, and Operations teams to gather information, review customer details, and support the approval process for new and returning customers.

This is a great opportunity for someone who enjoys customer interaction, administrative work, data review, and working in a fast-paced environment.

Key Responsibilities

• Support the onboarding and setup of new customers.
• Serve as a point of contact for sales teams during the customer setup process.
• Review customer applications and verify business information.
• Contact customer references, banks, and other sources to gather account and credit information.
• Conduct customer interviews by phone to obtain required information.
• Review credit reports and summarize findings for internal review.
• Ensure customer information is accurate and entered correctly into company systems.
• Identify discrepancies and follow up to resolve missing or inaccurate information.
• Maintain detailed customer records and documentation.
• Assist with additional projects and tasks as needed.

What We're Looking For

• Strong communication skills in English, both written and verbal.
• Comfortable speaking with customers over the phone and through email.
• Strong attention to detail and ability to verify information accurately.
• Organized and able to manage multiple tasks and priorities.
• Comfortable using computer systems, spreadsheets, and Microsoft Office tools.
• Customer-focused with a positive and professional attitude.
• Ability to analyze information and make sound recommendations.

Preferred Background

• Experience in customer service, account setup, onboarding, administrative support, credit review, collections, accounts receivable, banking, finance, or related office environments.
• High School Diploma or equivalent required.

Why You May Enjoy This Role

• Opportunity to work cross-functionally with Sales and Operations teams.
• Mix of customer interaction, research, and analytical work.
• Fast-paced environment with opportunities to learn business and credit processes.
• Great role for individuals who enjoy problem-solving and building relationships.

In simple terms: You'll help review and set up new customer accounts, verify information, communicate with customers and references, maintain accurate records, and ensure new business is ready to move forward successfully.