Onboarding Support Specialist

1+ years related work experience (or equivalent) 1-2 years of customer service experience BSIT preferred Excellent facility in the English language, both oral and written Experience in B2B account management, client services or comparable role Keen attention to details & ability to work through complex problems using creative solutions Good project management skills Ability to distill complex issues into easy to understand recommendations that can be conveyed in writing & verbally Highly motivated and self-directed Advanced knowledge of Google Suite and MS Office applications, especially Excel Basic familiarity with Internet technologies (HTML, FTP, cookies, web beacons, etc.)

Consolidate and import data, along with QA review Create and edit customer templates Prioritize and manage requests, including updating requesters and ticketing system on task completion Complete customer and or project account setup and tracking Assist with customer report requests; consolidate final reports for uploading in various systems Verify and validate customer’s information for offboarding Remove customer information from systems Assist the sales, customer success, and services teams with contact management where needed Assist with customer business review preparation Follow up on customer survey requests Support customer education content creation Assist with other projects and initiatives as required to meet/exceed Karbon’s business objectives