Customer Onboarding Specialist

 (2+ years exp)
$60k – $75k • 0.0% – 0.1%
Published: 1 month ago
Avatar for FlexPoint


Vertical payments platform for the IT services market

Job Location

Job Type

Full Time

Visa Sponsorship

Not Available

Remote Work Policy

Remote only

Hires remotely in


Not Allowed


Client Onboarding

Hiring contact

Victor Lopez

The Role

Who we are

FlexPoint is a rapidly growing venture backed Software as a Service (SaaS) provider of payments and financial solutions for the Managed IT Services (MSP) industry. FlexPoint has raised $7.4M in seed funding from top tier venture investors to date and is a fast growing startup with employees distributed across the United States.

We are seeking a dynamic and detail-oriented Customer Onboarding Specialist to join our growing team. As a Customer Onboarding Specialist at FlexPoint, you will play a crucial role in ensuring that our customers have a smooth and successful transition onto our platform. You will be responsible for guiding new customers through the onboarding process, addressing any questions or concerns they may have, and providing exceptional support to ensure their success with our software. This position is a remote role, and the applicant should be based the U.S.


  1. Customer Onboarding: Lead the onboarding process for new customers, including gathering necessary information, configuring accounts, and guiding customers through the setup of our software platform.
  2. Relationship Management: Build strong relationships with our customers by serving as their primary point of contact during the onboarding process. Address any inquiries or issues they may have and provide timely and accurate information to ensure a positive experience.
  3. Training and Support: Provide comprehensive training and support to our customers on how to utilize our software platform effectively. Offer guidance on best practices and troubleshoot any technical issues or challenges they encounter.
  4. Documentation and System Updates: Continuously update our software systems and internal knowledge base with the latest updates to the onboarding process and customer notes. Ensure that all customer information is accurately recorded and maintained to enhance the efficiency and effectiveness of our operations.
  5. Continuous Improvement: Identify opportunities for process improvements and contribute to the development of onboarding strategies and initiatives tailored to business customers. Provide feedback to internal teams to enhance the customer onboarding experience and drive overall customer satisfaction.


  • Bachelor’s degree
  • Early stage startup experience required
  • 2+ years of experience in customer service, customer onboarding, or related role, preferably in the fintech or B2B SaaS industry.
  • Strong communication and interpersonal skills, with the ability to build rapport and effectively communicate with business customers at all levels.
  • Detail-oriented with excellent organizational skills and the ability to manage multiple tasks simultaneously.
  • Knowledge of B2B payments processes and financial products is a plus.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Experience with CRM software, preferably HubSpot.
  • High level of excellence in your work, with a commitment to delivering exceptional results.

Benefits and Perks

  • Competitive salary (base and variable)
  • Work from home stipend
  • Employer paid, high-quality Health, Dental and Vision Insurance benefits
  • Paid Time Off (PTO) plus Company Holidays
  • Employee equity plan
  • Fully remote

Our Commitment

FlexPoint is committed to fostering, cultivating and preserving a culture of diversity and inclusion. We believe in equal treatment and opportunity for all staff and strive to actively build a diverse workforce where everyone is treated equally. Everyone has a responsibility to treat others with dignity and respect, and make sure all people feel included and have access to the same opportunities. We actively strive to create an environment where all persons are able to share their ideas, beliefs, and skills. We are proud to be an Equal Opportunity Employer, committed to equal employment opportunity and equitable compensation regardless of race, gender, religion, sex, sexual orientation, national origin, or disability

More about FlexPoint


1 round
Seed Sep 2023


Victor Lopez
Founder • 3 years
Go to team image

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