Client Onboarding & Enrollment Specialist

Marceco LTD; Grand Rapids (MI); On-site; USD 25,000 - 32,000; Full time

Job summary

Marceco LTD is seeking a Customer Enrollment Specialist to support the account management team and deliver high‑quality customer service to Prepaid Distribution Partners. The role involves coordinating documents, managing client data in Salesforce, and assisting with onboarding.

The position requires strong MS Office skills, familiarity with Salesforce, and prior customer service experience. The candidate will work in a daytime shift from Grand Rapids, MI, with emphasis on attention to detail

Qualifications

• High school diploma or GED equivalent required.
• 2 years college or work experience preferred but not required.
• 1–2 years of experience in Customer Service preferred.

Responsibilities

• Answers and directs incoming calls for Customer Support and Finance. Manages expectations and escalates per SOPs.
• Ensures POS systems operate correctly for clients and verifies vendor connections and compliance.
• Collects contracts and banking information, verifies W‑9s and reseller permits for tax compliance.
• Maintains Salesforce data accuracy and monitors document expirations for timely actions.
• Supports onboarding for the sales team and assists regional client inquiries about documents.

Skills

MS Office

SharePoint

Customer Service

Education

High School Diploma or GED

Tools

Salesforce

Job description

Marceco LTD is seeking a Customer Enrollment Specialist to support the account management team and deliver high‑quality customer service to Prepaid Distribution Partners. The role involves coordinating documents, managing client data in Salesforce, and assisting with onboarding.

The position requires strong MS Office skills, familiarity with Salesforce, and prior customer service experience. The candidate will work in a daytime shift from Grand Rapids, MI, with emphasis on attention to detail