Client Success & Onboarding Specialist II

DISA Global Solutions, Inc.; Oregon; Hybrid; USD 22,000 - 28,000; Full time

Benefits offered by this job

Personal and Sick Paid Time Off

401k with match

Medical/Dental/Vision

Job summary

DISA Global Solutions, Inc. is seeking a Customer Service Representative II to manage client inquiries and onboarding within the Healthcare Technology Division.

You will maintain CRM data, support training efforts, and ensure compliance with industry standards while collaborating with multiple internal teams to enhance customer satisfaction. The role requires strong communication, attention to detail, and the ability to handle high-volume, regulated environments.

Qualifications

• 2–3 years of customer service in regulated environments like healthcare or education.
• Ability to explain complex processes clearly to diverse customers.
• Maintain compliant, accurate customer records in CRM.

Responsibilities

• Respond to inquiries via phone, email, and chat with professional, timely information.
• Educate customers on services and lead onboarding sessions.
• Document issues and trends, escalating when needed and ensuring SLAs are met.
• Collaborate with departments to ensure a seamless customer experience.

Skills

Communication skills

CRM proficiency

Attention to detail

Multitasking in fast-paced environment

Education

High school diploma or GED

Tools

Salesforce

Microsoft Office

Job description

DISA Global Solutions, Inc. is seeking a Customer Service Representative II to manage client inquiries and onboarding within the Healthcare Technology Division.

You will maintain CRM data, support training efforts, and ensure compliance with industry standards while collaborating with multiple internal teams to enhance customer satisfaction. The role requires strong communication, attention to detail, and the ability to handle high-volume, regulated environments.