Onboarding Coordinator

Onboarding Coordinator

Job Summary

The Onboarding Coordinator is responsible for overseeing and coordinating the scheduling, planning, and execution of installation projects. Acting as a liaison between customers, installers, and internal departments, the Onboarding Coordinator ensures timely and successful completion of projects while delivering exceptional customer service. This role requires strong organizational skills and attention to detail to manage multiple projects simultaneously while maintaining clear and consistent communication across all stakeholders.

Key Duties

• Coordinate and schedule installation projects in alignment with customer availability and internal timelines.
• Communicate with clients to confirm project details, set expectations, and provide updates throughout the installation process.
• Ensure all necessary documentation, contracts, and system entries are completed accurately and on time.
• Collaborate with sales, technical support, and logistics teams to ensure smooth handoffs and project readiness.
• Track the progress of installations and proactively address delays or obstacles to maintain project momentum.
• Support the delivery and setup of equipment or services, including verifying shipment statuses and coordinating internal resources.
• Maintain detailed records of each installation, including status updates, customer notes, and completion confirmations.
• Serve as a point of contact for escalations or concerns during the installation process.
• Help identify areas for process improvement and contribute to the development of more efficient coordination practices.
• Perform administrative tasks related to installation, including data entry, reporting, and internal communications.
• Uphold company standards for professionalism, accuracy, and customer service throughout all project phases

Education/Training

• High school diploma or equivalent (Associate’s or Bachelor's degree preferred)

Required Work Experience/Skills

• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Ability to work well under pressure and manage changing priorities
• Problem-solving mindset with attention to detail

Preferred Work Experience/Skills

• Must have pleasant telephone manner and ability to conduct phone inquiries.
• Must be professional, friendly, and have a positive attitude.
• Previous customer service experience and communicating with customers over the phone.

Discretionary Judgment

• Uses independent judgment and discretion based upon the employee’s experience in the position and knowledge of the products, equipment, and services
• Uses good judgement and possesses ethical work values

Physical Demands, Working Conditions, and General Employment Guidelines

• Moderate or high levels of stress may be experienced in the performance of the job
• Position is performed in a general office environment, home office, or approved remote workspace where physical work includes sitting, standing, reaching, kneeling, bending, and lifting to 25 lbs.

Equipment

• Daily use of the Microsoft Teams (phone), computer, printer, and other routine office equipment
• Must have internet access

Safety to Self and Others

• Little responsibility for safety of others. Job is performed in an office setting where there are no
  hazardous materials or equipment
  

Working Conditions/Hazards

• Position is performed in an open office environment or approved remote work location

Compensation & Total Rewards

• The anticipated base salary range for this position is $22.00-$25.00 per hour. This position is also eligible for an annual target bonus of 4%. Actual compensation will be determined based on factors including relevant experience, skills, qualifications, and geographic location.
• Benefits include paid time off, medical, dental, and vision insurance, a 401(k) with a 5% company match, a fitness bonus, professional development opportunities, and programs that support overall well-being.

Work Location

• Hybrid at a RedSail Office