Customer Onboarding Specialist (Offshore)

eClerx; Muntinlupa; On-site; PHP 300,000 - 600,000; Full time

Job summary

eClerx in Manila, Philippines is seeking a detail-oriented onboarding specialist to validate new commercial customer setups and coordinate with billing and service teams to prevent invoice issues.

You will conduct proactive outreach, confirm billing preferences, and document customer data in the system, ensuring data integrity before the first invoice is issued.

Qualifications

• 2+ years customer service or account management experience, B2B preferred.
• Comfortable navigating ERP/CRM systems (Aspire, Salesforce, or similar).
• Detail-oriented, comfortable with data validation work.
• Experience in billing, AR, or commercial services industry a plus.

Responsibilities

• Validate customer account setup in system against sales order and contract terms.
• Identify and flag data discrepancies before first invoice (billing address, tax status, contract terms, service frequency).
• Conduct outbound welcome calls to new commercial customers within set setup window.
• Confirm customer’s billing method, contact, communication cadence, and service expectations.
• Document customer preferences in system for billing, collections, service teams.
• Partner with Sales and Operations to resolve setup gaps.
• Escalate account-level risks to onboarding leadership.
• Track time-to-clean-setup and first-invoice accuracy.
• Validate work order management across 3rd party portal, email, phone, or chat.
• Ensure portal and billing system match 1-1 when using 3rd party portal.
• Provide payment routing information and confirm the payee name.

Skills

Customer service

Account management

Attention to detail

Data validation

Tools

Aspire

Salesforce

Job description

Responsible for validating new commercial customer setup in system and conducting proactive outreach to confirm service expectations, eliminating downstream billing and account issues before they start.

Key Responsibilities

• Validate customer account setup in system against sales order and contract terms
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency) before first invoice
• Conduct outbound welcome calls to new commercial customers within a defined window of setup
• Confirm customer’s preferred billing method, contact, communication cadence, and service expectations
• Document customer preferences in system of record for downstream teams (billing, collections, service)
• Partner with Sales and Operations to resolve setup gaps identified during validation
• Escalate account-level risks (incomplete data, customer dissatisfaction signals) to onboarding leadership
• Track and report on time-to-clean-setup and first-invoice accuracy
• Validate work order Management process (3rd party portal, email, phone, chat)
• If 3rd party portal, validate portal and billing system match with 1-1
• Identify and flag data discrepancies (billing address, tax status, contract terms, service frequency, pricing) before first invoice
• Provide appropriate payment routing information ie. ACH detail
• Get what company name will be on the payment that we receive

Qualifications

• 2+ years customer service or account management experience, B2B preferred
• Comfortable navigating ERP/CRM systems (Aspire, Salesforce, or similar)
• Detail-oriented, comfortable with data validation work
• Experience in billing, AR, or commercial services industry a plus