Customer Onboarding Specialist

Platinum Coastal Group; San Antonio (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Platinum Coastal Group in San Antonio, TX is seeking an entry-level onboarding assistant to help new customers start successfully through guided introductions, setup support, and relationship building. This on-site role emphasizes face-to-face interaction and clear communication.

You will welcome customers, explain onboarding steps, answer questions, coordinate internal support, and follow up to ensure a smooth transition.

Qualifications

• Entry-level candidate who is personable and dependable.
• Transferable experience from retail, hospitality or people-facing work may be relevant.

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

Customer

Customer Service

Entry-Level

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: customer,customer service,entry-level