Customer Onboarding Specialist

Customer Onboarding Specialist

Join our Finance and Operations team as a Customer Onboarding Specialist at Virtua Solutions Outsourcing.

Are you organized, detail-oriented, and passionate about delivering great customer experiences? In this role, you’ll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You’ll Do

• Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
• Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
• Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
• Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
• Send onboarding emails with key setup instructions, payment processing steps, and contact in...