Customer Onboarding and Management Coordinator

Date Posted:

2026-04-02

Country:

United States of America

Location:

OTFLH: Florida Home Offices Remote Location, Remote City, FL, 33408 USA

Role 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! 

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