Customer Onboarding Specialist I
@ Stax

Orlando, Florida, United States
On Site
Posted 3 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXX***** @stax.com
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Job Details

Job Overview

As a Customer Onboarding Specialist I at Stax, you ensure a positive user experience for our customers through successful onboarding and customer service. You will guide customers through the onboarding process once their account has been activated and equipment deployed, deliver training on the Stax Pay product, explain account configuration, and set clients up for success.

Key Responsibilities & Objectives

  • Manage a pipeline of new accounts ready for Stax services implementation.
  • Initiate, plan, monitor, control, and close onboarding projects.
  • Schedule and complete onboarding calls with merchants/users.
  • Monitor and follow up with merchants who are not processing or haven't completed onboarding.
  • Provide training in 1:1 and group settings such as webinars.
  • Drive adoption of Stax software solutions.
  • Maintain data requests and manage the ticketing system.
  • Complete tasks related to initial setup, build, and customer training.
  • Guide clients to use best practices in configuring their products.
  • Collaborate with sales and product teams on feedback and feature requests.

Requirements

  • Customer-service oriented personality.
  • Strong verbal and written communication skills.
  • Ability to explain complex concepts to non-technical individuals.
  • Solution oriented with strategic and creative decision making.
  • Detail oriented with strong analytical, organizational, and problem-solving skills.
  • Ability to work independently and as part of a team.

Key skills/competency

  • Customer Service
  • Onboarding
  • Project Coordination
  • Training
  • Account Management
  • Communication
  • Collaboration
  • Analytical
  • Problem Solving
  • Software Adoption
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How to Get Hired at Stax

🎯 Tips for Getting Hired

  • Research Stax's culture: Explore their mission, values, and recent milestones.
  • Customize your resume: Highlight customer service and onboarding experience.
  • Showcase project management: Emphasize coordination skills in your applications.
  • Prepare for interviews: Practice explaining complex processes simply.

📝 Interview Preparation Advice

Technical Preparation

Review onboarding project tools.
Familiarize with ticketing systems.
Practice using data management software.
Understand basic software configuration.

Behavioral Questions

Describe a time of customer conflict resolution.
Explain a challenging onboarding project experience.
Discuss teamwork in project delivery.
Illustrate handling multiple client requests simultaneously.

Frequently Asked Questions