Onboarding Specialist - Staples Promotional Products at Staples Inc.

Framingham, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

25.0

Posted On

15 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Onboarding, Account Setup, Data Entry, Microsoft Excel, Financial Onboarding, Customer Service, Analytical Thinking, Written Communication, Verbal Communication, Problem Solving, Process Improvement, Account Management

Industry

Retail Office Equipment

Description

Staples is business to business. You’re what binds us together. While you may know Staples as the world’s leading office supply company, Staples Promotional Products – a division of Staples – is a national leader in the promotional products industry. At Staples Promotional Products, we help customers build love for their brands with customized merchandise solutions. Whatever story they want to tell, connection they want to make, or goal they need to deliver, Staples Promo makes it easy to design promo experiences that create lasting impact. Join our winning team! What you will be doing: * Complete customer account setup tasks, including majors, logo codes, billing accounts, and related internal account components. * Partner with credit, field sales, and internal teams to support timely financial onboarding and account activation. * Process customer vendor forms, new account paperwork, and related onboarding documentation with accuracy and attention to detail. * Research and validate customer information, including GPO affiliation checks, strategic account verification, and other account setup requirements. * Respond to field sales and internal partners regarding onboarding status, documentation needs, and account setup questions. * Use internal systems, Excel, account screens, and reporting tools to enter, validate, track, and update onboarding information. * Troubleshoot onboarding, billing, documentation, account setup, and system-related issues, escalating complex matters when needed. * Support service-level expectations, including timely responses and account setup completion within department guidelines. * Contribute to process improvement efforts that strengthen onboarding accuracy, efficiency, consistency, and customer experience. What You Bring to the Table: * Strong attention to detail and accuracy when reviewing customer, account, billing, and financial onboarding information. * Ability to manage multiple requests, deadlines, and priorities in a fast-paced support environment. * Clear written and verbal communication skills with the ability to provide timely updates and follow-through. * Analytical mindset with the ability to identify missing information, resolve routine issues, and take appropriate action. * Customer service focus when supporting field sales, internal teams, and onboarding needs. * Collaborative, reliable, and process-oriented approach with a strong sense of ownership. What’s needed: Basic Qualifications: * High School Diploma, GED, or equivalent work experience. * 2+ years of related experience in customer onboarding, account setup, finance/billing support, sales support, customer service, operations, or administration. * Working knowledge of Microsoft Excel for data entry, tracking, sorting/filtering, and basic reporting. Preferred Qualifications: * Associate Degree or coursework in Business, Finance, Accounting, Operations, Customer Service, or a related field. * Familiarity with LINC, FOCUS, or similar account management/reporting tools. * Intermediate Excel skills, including tracking, sorting/filtering data, and supporting reports. We Offer: * Inclusive culture with associate-led Business Resource Groups * 112 Hours of PTO and Holiday Schedule (7 observed paid holidays + 1 floating holiday) * Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more! The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, business considerations, geography, and internal equity. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements.  Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

Responsibilities

Responsible for completing customer account setups, including logo codes and billing accounts, while partnering with credit and sales teams for activation. The role involves researching customer information, troubleshooting system issues, and contributing to process improvements for onboarding efficiency.