About the Role

We are seeking a detail-oriented and customer-focused Customer Implementation Specialist to join our team. In this role, you will serve as a key partner to Sales, Credit, and customers by supporting the onboarding and setup of new customer accounts. You will be responsible for gathering and verifying customer information, conducting credit investigations, analyzing financial and credit data, and ensuring accounts are accurately established within company systems.

This position is adecuado for someone who enjoys working cross-functionally, communicating with customers, analyzing information, and ensuring a smooth onboarding experience.

Key Responsibilities

- Support the onboarding and implementation of new and returning customers.
- Partner with Sales teams to facilitate customer account setup and collect required documentation.
- Conduct credit investigations, including contacting trade references, banks, and credit agencies.
- Analyze credit reports and evaluate customer creditworthiness.
- Verify customer information and ensure accurate data entry into internal systems.
- Interview customers as needed to gather financial and business information.
- Document findings and provide recommendations for credit review.
- Maintain accurate customer records and monitor data integrity.




- Communicate effectively with customers, sales representatives, and internal stakeholders.
- Assist with special projects and additional responsibilities as assigned.

Qualifications

- High school diploma or equivalent required.
- Experience in customer service, account setup, credit, finance, collections, accounts receivable, or administrative support preferred.
- Strong attention to detail and organizational skills.
- Ability to analyze information and identify discrepancies.
- Excellent verbal and written communication skills.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Proficiency with Microsoft Office, particularly Excel and Outlook.
- English communication skills preferred.

Skills for Success

- Customer Onboarding
- Credit Analysis
- Customer Service
- Data Verification
- Risk Assessment
- Relationship Building
- Problem Solving
- Time Management
- Cross-Functional Collaboration
- Attention to Detail

Why Join Us?

Join a collaborative team where you'll have the opportunity to build strong customer relationships, develop expertise in credit and onboarding processes, and make a direct impact on the customer experience and company growth.

📌 Customer Implementation Specialist (Monterrey)
🏢 ShipStation Global
📍 Monterrey