Customer Success & Onboarding Specialist II

DISA Global Solutions, Inc.; United States; Remote; USD 45,847,000 - 57,308,000; Full time

Benefits offered by this job

Paid time off

401k match

11 holidays

Medical/Dental/Vision

Life Insurance

HSA/FSA

Employee Assistance Program

Educational Assistance

Job summary

DISA Global Solutions, Inc. seeks a Representative II, Customer Service to support daily operations within the Healthcare Technology Division.

You will manage client inquiries, maintain CRM records, and assist with onboarding and training to ensure compliant, high‑quality service. You will engage with College and University administrators, employers, and partners, deliver timely information, collaborate with cross‑functional teams, and contribute to customer satisfaction and retention

Qualifications

• High school diploma or GED required.
• 2–3 years of customer service experience.
• Experience in healthcare, education, or regulated environments preferred.
• Strong verbal and written communication skills.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Engage customers via inbound and outbound calls, email, and chat with professionalism.
• Maintain complete and accurate CRM records.
• Support onboarding and training efforts for customers.
• Ensure SLA adherence and resolve service issues per SOPs.
• Collaborate with cross-functional teams to improve customer experience.

Skills

Customer service

Communication skills

CRM systems

Microsoft Office

Attention to detail

Education

High school diploma or GED

Tools

Salesforce

Job description

DISA Global Solutions, Inc. seeks a Representative II, Customer Service to support daily operations within the Healthcare Technology Division.

You will manage client inquiries, maintain CRM records, and assist with onboarding and training to ensure compliant, high‑quality service. You will engage with College and University administrators, employers, and partners, deliver timely information, collaborate with cross‑functional teams, and contribute to customer satisfaction and retention