Customer Onboarding Specialist

Platinum Coastal Group; San Antonio (TX); On-site; USD 21,000 - 28,000; Full time

Job summary

Platinum Coastal Group is seeking an entry-level, on-site onboarding/relationship assistant in San Antonio, TX. You will welcome new customers, explain onboarding steps, and coordinate with internal teams to ensure a smooth transition.

The role emphasizes face-to-face interaction, strong communication, and reliability in a fast-moving environment. No prior specialist experience required; customer-facing work from retail or hospitality can be relevant.

Qualifications

• Welcome new customers and explain the onboarding process.
• Guide customers through initial steps or services.
• Answer questions and coordinate internal support.
• Follow up to ensure a smooth transition.

Responsibilities

• Welcome new customers and explain the onboarding process.
• Guide customers through initial steps or services.
• Answer questions and coordinate internal support.
• Follow up to ensure a smooth transition.

Skills

entry-level

customer

customer service

Job description

Why the role exists:

This entry-level position helps new customers get started successfully through guided introductions, setup support, and relationship building.

This is active, relationship-oriented work.

This is an on-site position with regular face-to-face interaction. The role is designed for someone comfortable working directly with customers, clients, members, community participants, partners, or onsite coworkers rather than working exclusively behind the scenes.

• Welcome new customers and explain the onboarding process
• Guide customers through initial steps or services
• Answer questions and coordinate internal support
• Follow up to ensure a smooth transition

Success in the role:

A strong entry-level candidate is personable, dependable, comfortable starting conversations, organized, coachable, and able to communicate professionally in a fast-moving environment. Related experience can be helpful, but transferable experience from retail, hospitality, customer service, campus activities, athletics, or other people-facing work may also be relevant.

Skills: entry-level,customer,customer service