Wineshipping

Onboarding Specialist

• Responsible for leading all new WeShip Express business through the onboarding process from beginning to end
• Act as the liaison between new customers and internal departments to ensure a smooth onboarding process
• Prepare onboarding client documentation, including Zoho project creation and scheduling Client Kickoff Calls & Trainings
• Ensure a smooth onboarding experience for new customers through continuous communication with the account contacts
• Partner with internal departments to troubleshoot and resolve any onboarding obstacles or issues
• Track status of all new accounts to ensure timelines are met and onboarding is completed in the agreed upon timeframe
• Follow up with customers for the first 90 days of onboarding to ensure utilization of WSE systems

Customer Onboarding Specialist