Onboarding Specialist

Job not on LinkedIn

🕒 July 15

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

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Staples Promotional Products

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

📣 Marketing

🛍️ eCommerce

🛒 Retail

Marketing • eCommerce • Retail

Staples Promotional Products is a company that specializes in providing customized promotional merchandise to enhance brand identity and marketing efforts. They offer a wide range of products, including custom apparel, drinkware, electronics, bags, office essentials, and more. By helping businesses to personalize items such as apparel and tech accessories, Staples Promotional Products enables organizations to create a strong brand presence and foster customer engagement. With their 24-hour production service, they cater to urgent promotional needs and focus on quality, upfront pricing, and customer satisfaction. Staples Promotional Products aims to build brand love and deliver effective promotional solutions to businesses globally.

📋 Description

• 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

• 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. • Working knowledge of Microsoft Excel for data entry, tracking, sorting/filtering, and basic reporting.

🏖️ 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, and more!