Onboarding Specialist

Staples Promotional Products

Onboarding Specialist setting up customer accounts for Staples Promotional Products, a customized promotional merchandise provider. Managing billing documentation, data validation, internal coordination, and account activation remotely.

Posted 8/10/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer onboarding and account setup processes, with a strong focus on accuracy and efficiency. Proficient in using Microsoft Excel for data management and reporting, while maintaining clear communication and collaboration with internal teams and field sales.

Highest-signal resume keywords

Customer OnboardingAccount SetupMicrosoft ExcelAttention to DetailCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingAccount SetupData EntryFinancial OnboardingBilling SupportOperationsAnalytical SkillsProcess Improvement

Soft Skills

Clear CommunicationCollaborationReliabilityOwnershipAttention to Detail

Tools & Technologies

Microsoft ExcelLINCFOCUS

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Customer ServiceSales SupportAccount ManagementDocumentationFinancial Processes

About the role

Key responsibilities & impact

Complete customer account setup tasks, including majors, logo codes, billing accounts, and related internal account components
Partner with credit, field sales, and internal teams to support timely financial onboarding and account activation
Process customer vendor forms, new account paperwork, and related onboarding documentation accurately
Research and validate customer information, including GPO affiliation checks, strategic account verification, and other account setup requirements
Respond to field sales and internal partners regarding onboarding status, documentation needs, and account setup questions
Use internal systems, Excel, account screens, and reporting tools to enter, validate, track, and update onboarding information
Troubleshoot onboarding, billing, documentation, account setup, and system-related issues, escalating complex matters when needed
Support service-level expectations, including timely responses and account setup completion within department guidelines
Contribute to process improvement efforts that strengthen onboarding accuracy, efficiency, consistency, and customer experience

Requirements

What you’ll need

High School Diploma, GED, or equivalent work experience
2+ years of related experience in customer onboarding, account setup, finance/billing support, sales support, customer service, operations, or administration
Working knowledge of Microsoft Excel for data entry, tracking, sorting/filtering, and basic reporting
Strong attention to detail and accuracy when reviewing customer, account, billing, and financial onboarding information
Ability to manage multiple requests, deadlines, and priorities in a fast-paced support environment
Clear written and verbal communication skills with the ability to provide timely updates and follow-through
Analytical mindset with the ability to identify missing information, resolve routine issues, and take appropriate action
Customer service focus when supporting field sales, internal teams, and onboarding needs
Collaborative, reliable, and process-oriented approach with a strong sense of ownership
Preferred: Associate Degree or coursework in Business, Finance, Accounting, Operations, Customer Service, or a related field
Preferred: Familiarity with LINC, FOCUS, or similar account management/reporting tools
Preferred: Intermediate Excel skills, including tracking, sorting/filtering data, and supporting reports

Benefits

Comp & perks

Inclusive culture with associate-led Business Resource Groups
112 Hours of PTO and Holiday Schedule (7 observed paid holidays + 1 floating holiday)
Online and Retail Discounts
Company Match 401(k)
Physical and Mental Health Wellness programs
Some roles may also be eligible for overtime pay, in accordance with federal and state requirements