What are the responsibilities and job description for the Client Onboarding Specialist position at BFC Solutions?
Customer Onboarding Specialist
đź“Ť Nashville, TN | In-Office (Hybrid Potential)
Join the Nation’s Leader in Preventive HVAC Maintenance – BFC Solutions
Are you passionate about delivering exceptional customer experiences and driving long-term success? BFC Solutions, a national leader in preventive HVAC maintenance, is looking for a proactive and detail-oriented Customer Onboarding Specialist to join our growing team.
In this role, you’ll be the first point of contact for new customers, guiding them through a seamless onboarding process and setting the stage for a successful partnership. You’ll work closely with cross-functional teams to ensure every customer feels confident, informed, and supported from day one.
Why BFC?
- We offer a collaborative work environment, opportunities for growth, and a comprehensive benefits package, including:
- Competitive compensation
- Comprehensive health benefits
- 401(k) with company match
- Paid time off 8 paid holidays
- Career development opportunities
- A supportive team culture
Work Schedule:
This position is based in our Nashville, TN office. Candidates must be available to work on-site, with the potential for hybrid flexibility after a successful onboarding and training period.
Key Responsibilities
- Lead and manage onboarding projects from post-sale through first service installation.
- Translate contract details into CRM and project systems; distribute documentation to internal teams.
- Maintain accountability for project timelines, deliverables, and stakeholder communication.
- Coordinate with Sales Enablement, Training, Finance, and Customer Success to ensure smooth platform adoption.
- Set up vendor profiles in customer systems (work order, compliance, invoicing, etc.).
- Develop onboarding materials in collaboration with Marketing to enhance the customer experience.
- Conduct remote and in-person training sessions on BFC systems and reporting tools.
- Monitor onboarding progress, gather feedback, and proactively resolve issues.
- Support customer retention through year-one business reviews and ongoing engagement.
- Analyze onboarding data to recommend process improvements and enhance customer satisfaction.
Qualifications
- 2 years of experience in customer onboarding, customer success, project management, or implementation.
- Bachelor’s degree in Business, Marketing, or a related field preferred.
- Strong communication and presentation skills.
- Experience with CRM systems (Salesforce preferred).
- Highly organized with strong time-management and multitasking abilities.
- Customer-centric mindset with a proactive approach to problem-solving.
- Ability to travel as needed.
- Comfortable working in-office with potential for hybrid flexibility.
- Ready to make a difference in the customer journey?
- Apply today and become part of a team that values innovation, collaboration, and excellence.