Onboarding Specialist - Staples Promotional Products

Company Overview

Staples Promotional Products, a division of the global office supply leader Staples, specializes in promotional products and customized merchandise solutions. Our aim is to help clients create meaningful brand connections and impactful promotional experiences nationwide.

Key Responsibilities

• Set up customer accounts accurately, managing majors, logo codes, billing accounts, and other internal components.
• Collaborate with credit, field sales, and internal teams to ensure smooth financial onboarding and account activation.
• Review and process customer vendor forms, new account documentation, and related onboarding materials with precision.
• Verify customer details, including Group Purchasing Organization affiliations and strategic account validations.
• Communicate effectively with field sales and internal partners concerning onboarding progress, documentation requirements, and questions.
• Utilize internal software systems, Excel spreadsheets, account interfaces, and reporting tools to enter, confirm, track, and update onboarding data.
• Resolve basic onboarding, billing, documentation, and system issues; escalate complex cases appropriately.
• Maintain service standards by delivering prompt responses and completing account setups within departmental timelines.
• Participate in initiatives to enhance onboarding processes for improved accuracy, efficiency, and customer satisfaction.

Qualifications

• High School Diploma, GED, or equivalent experience.
• Minimum two years’ experience in customer onboarding, account setup, finance/billing support, sales assistance, customer service, operations, or administrative roles.
• Proficient in Microsoft Excel for data entry, tracking, filtering, and creating basic reports.

Preferred Skills

• Associate degree or coursework in Business, Finance, Accounting, Operations, Customer Service, or related discipline.
• Experience with account management or reporting tools like LINC or FOCUS.
• Intermediate Excel abilities including data sorting, filtering, and report support.

Desired Attributes

• High attention to detail and accuracy in managing customer and financial information.
• Ability to juggle multiple tasks, deadlines, and priorities in a dynamic environment.
• Excellent communication skills, both written and verbal, with timely follow-up capabilities.
• Strong analytical skills to identify missing data, resolve routine challenges, and act proactively.
• Customer-focused mindset when assisting field sales and internal teams.
• Team-oriented, dependable, process-driven, and self-accountable approach.

Employee Benefits

• Inclusive workplace culture supported by associate-led Business Resource Groups.
• 112 hours of paid time off combined with 7 observed holidays plus 1 floating holiday annually.
• Employee discounts both online and in retail, company 401(k) matching contributions, and wellness programs targeting physical and mental health.

Additional Information

The advertised salary range reflects anticipated pay for this role based on factors like experience, expertise, education, business needs, location, and internal equity. Certain positions may qualify for overtime compensation following federal and state guidelines.