Customer Service: Customer Onboarding Specialist

Location: Cortland, NY

Position Summary:

Provide support and onboarding of custom kits, direct FIT mailings, and custom collateral to customers. Coordinate all aspects of company trade shows. General support to all customers and sales reps.

Essential Functions and Duties include the following. Other duties may be assigned to meet business needs:

  • Custom kit and direct FIT mailing creation and implementation, including but not limited to coordination of customer calls, USPS setup, item and kit configuration and setup, timely USPS problem resolution, collaboration with account, sales rep, materials management and production on orders and kit builds, follow up with sales rep and customer on trending and usage.
  • Lead fulfillment - Data entry, mailing, tallying and reporting of leads generated from advertising and direct mailings
  • Responsible for coordination of material to be shipped to new sales reps
  • Distribute materials to sales reps as needed
  • General marketing preparation of data and materials for management team
  • Coordinate all aspects of special projects including mailings and informational binders
  • Occasional travel
  • Occasional “off hours” work (early AM, evening, weekend), when required
  • Trade show coordination as primary and / or backup – responsible for space reservation, hotel reservations, ordering of necessary materials and equipment, shipping of equipment and following up to make sure equipment has been received back into the office

Additional Responsibilities:

  • Responsible for neatness of work area plus care and operation of standard office equipment
  • Assists in special projects as requested and other related duties as necessary.


  • Associates Degree or a minimum of High School Diploma/GED with 3 years related business
  • Working knowledge of Word, Excel, Powerpoint, Access and Internet Explorer, Adobe suite
  • Excellent interpersonal, communication skills and ability to be a team player
  • Ability to organize, manage multiple priorities and detail oriented.

Reporting to this position: No direct reports

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee may be required to use hands to finger, handle, or feel and to talk or hear. The employee may be required to sit up to 8 hours/day. The employee is occasionally required to stand and reach up with hands and arms. Employee must be able to walk for long periods of time. The employee must regularly lift and/or move up to 30 pounds

Work Environment: The work environment characteristics described are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • Professional, business setting
  • The noise level in the work environment is usually moderate
  • Must be aware that there are potentially hazardous materials stored in the workplace
  • Must be aware that there is potentially bio-hazardous waste that is stored in the workplace

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

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