{"id":2107113,"url":"https://alion.io/job/seaga-onboarding-specialist","title":"Onboarding Specialist","company":{"id":3869207,"name":"seaga","domain":"seaga.com","url":"https://alion.io/company/seaga","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paycom","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":false},{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-08T20:47:50Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-18T23:31:29Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"description":"The Onboarding Specialist manages a portfolio of active onboarding and transfer cases, owning account setup for new and existing customers after a sale is closed and proactively moving each case toward completion. The role is roughly half detail-oriented data entry across internal systems and half direct customer communication, and manages KYC initiation, account and billing creation, contract execution, new store and billing terms setup, and ongoing billing terms accuracy through renewals and periodic audits. As a first hire into this function, the role will also help clarify and refine the onboarding process itself as it takes on this work.\n Key Responsibilities\nCustomer Onboarding & Transfers\nManage a portfolio of active onboarding and transfer cases, proactively moving each toward completion rather than waiting on inbound requests.\nInitiate customer onboarding through third-party vendor platforms for new accounts and operator transfers.\nCoordinate directly with third-party technology vendors involved in onboarding a customer's account.\nCreate new customer records in NetSuite.\nEnter and update customer banking information in NetSuite, handling all sensitive financial data with discretion and confidentiality.\nSend required contracts and documents via DocuSign and track completion.\nCreate client records in internal systems.\nSet up all new stores and configure billing terms for each store.\nReview documentation submitted by customers and internal teams for completeness and accuracy, flagging gaps before handing the account to the CSM team for training.\nEscalate onboarding delays, blockers, or compliance concerns to the Head of Customer Success and Sales as needed.\nBilling Management\nUpdate billing terms during customer renewals.\nConduct periodic bill terms audits, checking account inactivity status, store fee accuracy, and kiosk counts.\nOwn billing research requests escalated from App Support when a customer questions billing or invoices.\nTools & Systems\nNetSuite - customer account and banking record creation\nDocuSign - contract execution and tracking\nHubSpot - CRM\nMicrosoft Office Suite (Excel, Outlook, Word) - daily use\nQualifications\n1-3 years of experience in onboarding, account setup, billing operations, or a related customer-facing operations role.\nStrong attention to detail, particularly with account data entry, banking information, and billing terms.\nComfortable working across financial and account systems such as NetSuite and DocuSign, and proficient in standard Microsoft Office applications (Excel, Outlook, Word).\nExcellent organizational skills with the ability to track multiple accounts through a multi-step process simultaneously, with caseload that will vary.\nComfortable splitting time between detail-heavy data entry and direct, live customer communication; this role is roughly half of each.\nClear, professional written and verbal communication skills for working directly with customers and internal teams.\nAbility to handle sensitive financial and banking information with discretion and confidentiality.\nComfortable working with minimal supervision and exercising independent judgment as the first hire into this function.\nWillingness to learn compliance-related onboarding procedures.\nExperience in vending, micro market, or a related payments/hardware industry is a plus.","description_format":"text","description_chars":3339,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Vending & Automated Retail","Electrical & Electronic Engineering"],"lifecycle":[{"event":"open","at":"2026-10-08T20:47:50Z"}],"visa":[],"liveness":{"score":70,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.782,"p_room":0.9,"age_days":10,"expected_fill_days":19,"reasons":["conf:6","win:mid","comp:junior"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/seaga-onboarding-specialist","json_url":"https://alion.io/job/seaga-onboarding-specialist.json","meta":{"generated_at":"2026-10-19T11:50:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8477,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3869207},"rest":"https://alion.io/mcp/rest/get_company?id=3869207"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fseaga-onboarding-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fseaga-onboarding-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fseaga-onboarding-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/seaga-onboarding-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fseaga-onboarding-specialist"}]}