Retail Onboarding Coordinator

Patriot Software

Retail Onboarding Coordinator facilitating customer onboarding for a financial services company. Delivering exceptional service through personalized phone, chat, and email interactions.

Posted 7/14/2026full-timeRemote • Alaska, California, Hawaii, Washington • 🇺🇸 United StatesJunior💰 $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates exceptional customer service skills through effective communication and personalized interactions, while efficiently managing multiple tasks in a fast-paced environment. Proficient in handling sensitive information securely and maintaining accurate documentation of customer interactions.

Highest-signal resume keywords

Customer Support ExperienceExceptional Customer Service SkillsStrong Verbal And Written CommunicationAttention To DetailProficient With Technology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingTask ManagementDocumentationData Protection ProtocolsProblem Resolution

Soft Skills

Self-MotivatedIndependent WorkCollaborationAdaptabilityTime Management

Tools & Technologies

Call Center SoftwareEmail Communication ToolsLive Chat Platforms

Industry Keywords

Retail Customer ExperienceCustomer EngagementMarket Share Expansion

About the role

Key responsibilities & impact

Join our Retail Onboarding Team and play a key role in winning new retail customers, guiding them through the onboarding journey, and elevating their customer experience.
Approximately 95% of your time will be spent with customers delivering exceptional customer service experiences through personalized interactions with customers via phone, live online chat, and email.
Work independently for approximately 80% of the day, while collaborating remotely with team members and attending meetings as needed.
Become an expert in understanding our customers' needs, identifying opportunities to fill product gaps, and generating innovative ideas to expand our market share and enhance the customer experience.
Drive growth in our retail channel by owning the customer onboarding experience, providing onboarding, free setup assistance, and support from retail sign-up to account completion.
Respond to inquiries, address complaints, and resolve issues, focusing on customer satisfaction and protecting our company's brand.
Conduct outreach to customers to ensure the completion of the onboarding and setup process.
Collaborate with your team to develop resources that promote customer engagement and enhance the overall customer experience.
Handle sensitive customer information securely and follow the company’s data protection protocols.
Maintain strong attention to detail and ensure accurate and timely documentation of customer interactions.

Requirements

What you’ll need

A high school diploma or equivalent.
1+ years of experience in a Customer Support or Call Center setting.
Exceptional customer service skills, including strong verbal and written communication.
Self-motivated and able to work independently in a fast-paced environment for approximately 80% of the day, effectively managing tasks without constant supervision.
Proficient with technology, with the ability to quickly learn and adapt to new software and tools.
Efficiently manage multiple tasks simultaneously, including making and answering customer calls, responding to or sending emails, and handling chats. This role requires the ability to perform these tasks in a timely manner while maintaining a professional and efficient workflow.
Must have the ability to handle sensitive customer information securely and adhere to the company’s data protection protocols.
Strong attention to detail with the ability to accurately document customer interactions in a timely manner.
This role requires sitting or standing for extended periods (8+ hours) while working on a computer.
Consistent, Reliable High-Speed Internet Access
Dedicated, quiet workspace free from distractions

Benefits

Comp & perks

Comprehensive suite of benefits that help our team thrive inside and outside of work