We give people freedom to connect and thrive in a taller, faster, smarter world.
Customer Onboarding and Management Coordinator
Location
United States
Posted
66 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Customer Onboarding and Management Coordinator
Otis Elevator Co.
Date Posted: 2026-04-02Country: United States of AmericaLocation: OTFLH: Florida Home Offices Remote Location, Remote City, FL, 33408 USARole Summary The Customer Onboarding & Management Specialist ensures accurate setup and ongoing maintenance of customer accounts across contract, billing, and payment systems. This role supports timely invoicing, smooth onboarding, and strong customer support by maintaining clean, complete customer and contract data and partnering cross‑functionally to resolve issues. Key Responsibilities - Partner with Finance, Contract Booking, and Collections to research and resolve billing questions, disputes, and account setup issues. - Coordinate onboarding for new customers by collecting, validating, and tracking required documentation (e.g., insurance, compliance requirements, purchase orders, and related forms). - Create and maintain accurate customer account records in CRM and internal systems, ensuring data integrity for downstream billing and reporting. - Support system accuracy and standard processes to enable analytics, operational reporting, and cross‑department workflows. - Provide ongoing administrative support for customer account maintenance, including updates to contracts, billing profiles, and payment terms in accordance with internal controls. Required Qualifications - High school diploma or equivalent required; associate’s degree or higher preferred. - 1+ years of experience in customer onboarding, account administration, billing support, or a related operations role. - Proficiency with CRM and/or ERP/billing systems (e.g., Salesforce, SAP, Oracle, or similar). - Strong attention to detail with the ability to manage multiple requests and deadlines. - Professional written and verbal communication skills and the ability to work effectively with internal partners and customers. Preferred Qualifications - Experience supporting contract booking, invoicing, collections, or order-to-cash processes. - Knowledge of customer compliance documentation (insurance certificates, vendor onboarding portals, W‑9/W‑8, etc.). - Advanced Excel skills (pivot tables, lookups) and comfort working with data quality/cleanup initiatives. Core Competencies - Customer focus and service mindset - Process discipline and documentation - Problem solving and follow‑through - Collaboration across teams - Confidentiality and integrity with sensitive customer and financial information If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day. Otis is the world’s leading elevator and escalator manufacturing, installation, and service company. We move 2.4 billion people every day and maintain approximately 2.4 million customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world’s most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 72,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company. When you join Otis, you become part of an innovative global industry leader with a resilient business model. You’ll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you’ll gain working alongside the best and brightest, keep us connected and on the cutting edge. We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs. Today, our focus more than ever is on people. As a global, people-powered company, we put people – passengers, customers, and colleagues – at the center of everything we do. We are guided by our values that we call our Three Absolutes – prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here. Become a part of the Otis team and help us #Buildwhatsnext! Otis is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at careers@otis.com. Privacy Policy and Terms: Click on this link to read the Policy and Terms
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Customer Service Representative – PT – Saturday and Sunday
TridentCareONE Trusted Partner, ONE National Platform, ONE Team, Anywhere.
• This position is responsible for receiving and processing customer orders by telephone and ensuring all customer requests are handled in a prompt, efficient, courteous and professional manner. • The CSR will process all customer orders in accordance with the established company standards and procedures. • As one of the primary points of contact with the customer, the CSR’s responsibility is to make a concerted effort to listen to the customer’s needs and provide them with a positive experience. • Be able to handle an average 110 customer interactions per eight (8) hour shift after 4 months in the position. • This includes incoming and outgoing calls. • Provide prompt, accurate and courteous responses to customers • Solve routine and complex problems (Contact supervisor immediately for problems unable to solve) • Answer incoming customer service orders as soon as possible • Display active listening and superior customer service skills for both external & internal customers. • Document activity to the DDF system • Consistently check appropriate DDF screen for report results to call back to customer • Display the ability to enter orders manually via our fax process • Display the ability to operate the phone system effectively • Adhere to work schedule • Other duties as assigned
Remote Customer Service Representative (Michigan residents)
MorleyMorley is a privately held company specializing in business process outsourcing, exhibits and displays, and meeting and incentives. This company serves Fortune 500 corporations fro
About the Role Location: Remote – Michigan residents In this remote Customer Service Representative position at Morley, you’ll be trained as an important liaison between car dealerships and car buyers for one of the world's most well-known automotive brands. If you're a great listener who is dedicated to going above and beyond for the customer, this could be the perfect role for you. Automotive knowledge not required! What You'll Do - Provide fantastic customer service via inbound and outbound conversations over the phone and using chat, email and the like - Use your computer skills to research requests and accurately record the details of your calls / contacts - Manage assigned cases from beginning to end by researching and assisting customers until case resolution - Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude Questions Before You Apply? Live chat with a Morley Talent Acquisition (TA) Specialist (careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time (closed on some holidays) | TA will respond to after-hours questions the next business day). Skills for Success Required Skills - Excellent written and verbal communication skills - Ability to navigate a computer and the web - Typing skills (minimum 25 words per minute – Click here to take a free typing test!) (direct link to test: www.typingtest.com) Eligibility Requirements - High school diploma or equivalent - Three or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers) - Available to work shifts within the call center’s hours of operation: - Monday through Saturday - 8 a.m. to 9 p.m. Eastern time - Must be able to stick to the schedule reliably, as some queues are time sensitive Remote Work Requirements - Michigan resident - Secluded and distraction-free work environment - Required internet setup: - High-speed internet delivered through a wired provider (cable or fiber) - Computer must be physically connected to your modem / router using an Ethernet cable - Wireless, 5G and satellite connections are not supported The Remote Experience Wondering what it's like to work for Morley from home? Check out this video to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused. (direct link to video: https://mrly.info/h4b) Why Join Our Morley Family At Morley, your paycheck is just the start – add in health coverage, wellness resources and financial benefits, and you get a total compensation package designed to support you in work and in life. Health & Wellness Benefits - Medical and prescription coverage - Dental and vision insurance - Paid time off - Associate wellness program with rewards for annual checkups - Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma) Financial Benefits - 401(k) with match - Flexible spending account (FSA) - Life insurance - Company-paid short- and long-term disability insurance Benefits to Make Your Life Easier - 24/7 online access to doctors through Teladoc - 24/7 nurse help desk - Patient advocacy with free 24/7 support for benefit questions and claims - Guidance for family, financial and estate planning (including wills) About Morley Our mission is to deliver extraordinary experiences. We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) – for our associates and for the world-leading companies that partner with us. We are an Equal Opportunity Employer and promote a caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact talentacquisition@morleynet.com. Thank you for your interest in Morley. Notices - Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: https://mrly.info/bau and your right to work: https://mrly.info/7wo - Click here to view Morley’s CCPA Notice for applicants in California: https://info.morleynet.com/ccpa - Click here to view Morley's privacy policy: https://info.morleynet.com/morley-privacy-policy
Tech Support Coordinator (Remote) (Position located in São Paulo, Brazil)
KnowBe4KnowBe4 has developed a platform that provides its clients with security awareness training and simulated phishing. As an employer, the company strives to build a culture that cele
KnowBe4 is the global leader in Human Risk Management, trusted by over 70,000 organizations worldwide to secure their employees and AI agents for over 15 years. We're pioneering a new era of security. AI-powered since 2016. And market-leading since day one. Our HRM+ combines continuous risk intelligence, advanced technical defenses, and personalized training to help organizations build strong security cultures. We help organizations understand, measure, and reduce human risk across their entire workforce, defending against, deepfakes, and emerging AI-powered threats. We believe that protecting organizations from cyberthreats and creating a positive environmental impact go hand in hand. True resilience is collective, it requires us to protect our people, our data, and our planet. Please submit your resume in English. To learn more about our team and office culture in São Paulo, Brazil, visit the following links. Careers Page: https://www.knowbe4.com/careers/locations/sao-paulo Glassdoor: https://www.glassdoor.com/Location/KnowBe4-S%C3%A3o-Paulo-Location-EI_IE969384.0,7_IL[…]M_-C1lsxoZq7Cx8IriVE8MkrzuTmnJzqego77RAWZz9sqGt_55BflwYKpQeg LinkedIn: https://www.linkedin.com/company/knowbe4/life/brazil/ The Tech Support Coordinator is responsible for fielding all incoming calls, assigning support tickets, and determining how to appropriate route unassigned tickets in line with the departmental processes. Responsibilities: - Route issue reports and change requests through help-desk systems to the appropriate Support Representative - Ensure email requests for technical support are entered into the help-desk system and routed properly - Resolve all issues that can be addressed quickly at this level - Review support calendars and use messaging software to verify a Tier 1 rep’s availability in order to efficiently schedule a call for support - Communicate directly with customers or end-users to gather details or requirements as needed to fully define issues Minimum Qualifications: - 2 year degree preferred - Experience with Gmail and Google Docs - Experience with MS Office (Word and Excel) - Experience with web browsers (Chrome, Internet Explorer, etc.) - 1 year of phone customer service experience preferred - Strong verbal and written communications - Excellent time management and organization skills - Strong customer service skills Our Fantastic Benefits We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, and certification completion bonuses - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits. Note: An applicant assessment and background check may be part of your hiring procedure. Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation. No recruitment agencies, please.
Functional Lead - Microsoft Dynamics 365 CRM & Field Service - Fully Remote (FTE)
NTT DATANTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.
Req ID: 366798 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Functional Lead - Microsoft Dynamics 365 CRM & Field Service - Fully Remote (FTE) to join our team in Remote, Texas (US-TX), United States (US). Job Duties and Responsibilities: Functional Lead - Microsoft Dynamics 365 CRM & Field Service Role Overview NTT DATA is seeking a Functional Lead with strong experience in Microsoft Dynamics 365 CRM and Field Service to drive functional solutioning and business alignment. The ideal candidate will act as a liaison between business stakeholders and technical teams, ensuring requirements are translated into scalable, high-quality solutions aligned with industry's best practices. Key Responsibilities - Lead requirement gathering sessions, workshops, and stakeholder discussions - Translate business requirements into functional specifications and solution designs for Dynamics 365 CRM and Field Service - Perform process mapping, gap analysis, and recommend optimized solutions - Collaborate with technical teams to ensure functional clarity, feasibility, and alignment with architecture - Validate system configurations through hands-on testing, walkthroughs, and solution reviews - Support Agile delivery processes, including backlog refinement and user story definition - Drive UAT planning and execution, including defect triage, tracking, and resolution coordination - Ensure adherence to NTT DATA delivery standards and Microsoft best practices - Provide regular updates to stakeholders on progress, risks, and dependencies Required Qualifications - 8+ years of experience in IT project delivery / functional consulting - 6+ years of Hands-on experience with Microsoft Dynamics 365 CRM and Field Service - 6+ years of Strong expertise in requirements analysis, functional design, and process optimization - Experience with UAT coordination and defect management - Familiarity with Agile and Waterfall delivery methodologies - 6+ years of Experience with tools such as Azure DevOps, Jira, or similar Preferred Qualifications - Microsoft Dynamics 365 / Power Platform certifications - Experience working in large-scale enterprise implementations - Domain experience in Utilities, Manufacturing, Telecom, or similar industries Soft Skills - Strong communication and stakeholder management skills - Ability to work effectively with cross-functional teams - Strong organizational and multitasking capabilities - Proactive, solution-oriented mindset with a focus on delivery excellence #INDFSINS #LI-NorthAmerica About NTT DATA NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D. Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us. NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.




