Customer Onboarding Specialist

View full description

Requirements:

• Advanced proficiency in Excel and Google Sheets, including VLOOKUP, pivot tables, Index Match, and complex formulas.
• Strong attention to detail with a focus on data accuracy and quality.
• Experience in data cleaning, formatting, and preparation for system integration.
• Ability to handle large data sets and spot discrepancies.
• Excellent problem-solving skills and a proactive attitude.
• Strong communication skills, both written and verbal.
• Ability to work efficiently and manage multiple data-related tasks simultaneously.
• Experience with data management platforms or systems is a plus.

Responsibilities:

• Review, clean, and organize customer data in Excel/Google Sheets, ensuring consistency and accuracy.
• Use functions such as VLOOKUP, Index Match, and formulas to prepare data for system import.
• Identify missing information or formatting issues, communicate these with customers, and ensure corrections before data upload.
• Collaborate with internal teams and customers to clarify data-related queries.
• Assist in maintaining internal records, setting up accounts, and handling ongoing data maintenance.
• Pull data for kickoff and reporting calls.
• Contribute to process improvements for data onboarding.
• Support in building presentation decks as needed.