Remote Customer Onboarding & Integration Specialist

OnTrac; Kentucky; Remote; USD 67,200 - 100,800; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement savings plan with公司匹

Flex vacation

Floating holidays

Paid sick leave

Paid holidays

Parental leave

Job summary

OnTrac is hiring a Customer Integration Associate to help onboard customers into company systems, coordinate setup activities, manage timelines, and document requirements. This role works with internal teams to resolve onboarding issues and ensure a smooth transition from sales to operations.

Remote options are available in states where OnTrac is authorized to employ. The position requires a Bachelor’s degree or equivalent experience, basic API/data exchange knowledge, and familiarity with CRM

Qualifications

• Bachelor’s degree or equivalent work experience.
• Basic understanding of customer integration, industry principles, and terminology.
• Knowledge of standard office software and CRM technologies.
• Basic understanding of APIs, SFTP, and data exchange processes.
• Detail‑oriented with the ability to follow structured processes and SOPs.
• Experience working with customer integrations, onboarding, or technical support preferred.
• Experience working with logistics, shipping, or supply chain platforms preferred.
• Familiarity with JSON, XML, or similar data formats preferred.
• Prior experience with integration tools or middleware solutions preferred.

Responsibilities

• Support onboarding and integration: Assist customers with installation, setup, and issue resolution throughout the onboarding process from contract signing through go‑live.
• Coordinate setup and readiness: Manage system setup, data exchange, and operational readiness activities while ensuring customer requirements are accurately documented and implemented.
• Manage timelines and customer communication: Track onboarding milestones and deliverables for multiple customers, serve as the primary point of contact for inquiries and updates, provide clear and timely status communication, set expectations, and educate customers on processes, timelines, and requirements to support long‑term success.
• Resolve onboarding challenges: Identify setup or integration issues, troubleshoot with internal teams, escalate as needed, and ensure customer concerns are handled efficiently and professionally.
• Maintain records and process alignment: Keep accurate documentation of onboarding activities, configurations, customer requirements, and integration steps while following established processes.
• Improve onboarding materials: Develop or update documentation, guides, and onboarding resources to support a consistent customer experience and process improvements.

Skills

CRM knowledge

APIs & data exchange

Problem solving

Communication

Documentation

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

OnTrac is hiring a Customer Integration Associate to help onboard customers into company systems, coordinate setup activities, manage timelines, and document requirements. This role works with internal teams to resolve onboarding issues and ensure a smooth transition from sales to operations.

Remote options are available in states where OnTrac is authorized to employ. The position requires a Bachelor’s degree or equivalent experience, basic API/data exchange knowledge, and familiarity with CRM