Customer Onboarding Specialist

Expectations (In this role, you will)

• Lead customers through stages of the card journey, from card application to ordering to first swipe completion, ensuring a timely and smooth process.
• Educate customers on how to use Mudflap’s fuel card and associated platforms effectively, addressing any questions or concerns.
• Monitor and track your prospects’ progress using CRM tools (e.g., HubSpot), ensuring all their data and your interactions are accurately documented.
• Identify and resolve application and onboarding barriers, escalating issues when necessary to internal teams.
• Proactively engage with customers to action to foster initial usage, focusing on creating long-term value and retention.
• Collaborate with cross-functional teams to refine the PLG motion and contribute to scalable best practices.
• Deliver exceptional customer experiences by maintaining a professional, empathetic, and customer-focused approach in all interactions.

Experience (What we look for)

• Proven experience in a customer-facing role, such as onboarding, customer success, sales or support.
• Strong communication and interpersonal skills, with the ability to build trust and rapport quickly.
• Highly responsive with the ability to meet the needs of prospective customers
• Comfort working in a fast-paced, high volume, dynamic environment, preferably with startup experience.
• Ability to manage multiple customers and tasks simultaneously, demonstrating excellent time management and prioritization skills.
• Proficiency with CRM tools (e.g., HubSpot) and a willingness to learn new systems and technologies.
• Problem-solving mindset with a proactive approach to identifying and addressing customer needs.
• A customer-centric attitude and a passion for delivering value and building long-term relationships.