Job Description: Customer Integration Specialist – Sales DepartmentLocation: OnsiteStart Date: ASAPCompensation: Negotiable About Quantanite About the RoleWe are seeking a dedicated and detail-oriented Customer Integration Specialist to join our Sales Department.
The Customer Integration Specialist will play a pivotal role in managing the documentation and communication flow between Quantanite and its enterprise clients.
This role involves coordinating the review, adaptation, and integration of onboarding documents, brand materials, and customer-specific requirements across Legal, Logistical, and Supply Chain departments.
The ideal candidate, embodying the persona of Jordan Matthews, will ensure a seamless and effective customer transition, fostering long-term partnerships and contributing to the success of both our clients and Quantanite.
Key Responsibilities Client Onboarding & Integration Manage all aspects of client onboarding, from evaluating contract requirements across multiple internal departments to optimizing workflows.Ensure customers experience a seamless transition through structured project management and attention to detail.
Document Management Serve as the primary point of contact for receiving customer onboarding forms, brand materials, and documents covering Legal, Logistical, and Supply Chain requirements.Review customer redlines and revisions to onboarding documents and vendor agreements to ensure alignment with company protocols.Split complex documents into sections, assigning relevant parts to appropriate internal departments for review.Request and manage the collection of essential customer business information and NDA agreements, even when customers do not agree to the entire welcome packet.
Project Management Develop and maintain structured project plans with clear timelines, milestones, and checkpoints.Define roles and ensure all stakeholders meet deadlines, maintaining accountability without emotional bias.
Cross-functional Collaboration Collaborate closely with legal, finance, operations, and logistics teams to align objectives and secure necessary resources.Work with sales leaders to ensure smooth onboarding processes for new customers, addressing their specific requirements.
Issue Resolution & Escalation Anticipate and quickly address potential roadblocks in the integration process to prevent impact on customer experience.Confidently escalate issues to senior leadership when necessary, presenting clear problem outlines and proposed solutions.
Relationship Management Build and maintain long-term partnerships by acting as a trusted advisor, offering solutions tailored to client needs.Foster strong internal relationships, ensuring stakeholders feel supported and valued.
Process Improvement Continuously improve the process of reviewing and integrating customer-specific documents.Identify areas for streamlining communication and documentation flow, ensuring all processes are well-documented and followed across departments.
Qualifications Education: Bachelor's degree in Business, Communication, Supply Chain, or a related field.
Experience: 3+ years in a customer-facing role, preferably with experience in document management, onboarding, or vendor relations.Familiarity with B2B onboarding processes, vendor agreements, and routing guides is highly advantageous.Experience working with legal and finance teams on reviewing contracts or agreements.
Skills: Strong organizational skills with the ability to manage complex documentation and communicate effectively across departments.Excellent written and verbal communication skills, with a focus on building relationships and providing clarity to customers.Proficiency in documentation management software and CRM systems.Strong analytical and problem-solving skills, with a focus on process improvement and compliance.Ability to manage multiple projects and deadlines simultaneously.
Preferred Skills Proficiency in project management tools and methodologies.Experience with CRM platforms such as Salesforce or HubSpot.Knowledge of supply chain and logistical processes.Demonstrated ability to implement and manage process improvements.Strong interpersonal skills with the ability to build and maintain relationships at all levels.
Qualifications and Skills Structured & Methodical: Ability to create and adhere to clear timelines, milestones, and checkpoints to ensure no detail is overlooked.Tenacity & Persistence: Persistent in securing necessary information and achieving project milestones.Inquisitive Mindset: Strong desire to understand every detail, anticipate needs, and proactively address potential issues.Kind & Empathetic: Rooted in kindness and empathy, actively listening and providing support to clients and colleagues.Relationship Builder: Excels at creating meaningful internal and external connections, fostering collaboration and shared success.Accountability: Holds others accountable in a calm and factual manner, helping the team refocus and stay on track.Comfortable with Escalation: Confidently escalates issues to senior leadership with clear problem outlines and solutions.Passionate & Confident: Demonstrates passion and confidence in every interaction, inspiring trust and motivating others.Intelligent & Smart: Navigates complex customer needs and operational intricacies with analytical and strategic thinking.
What We Offer Competitive compensation packageOpportunity to work with a dynamic and diverse teamProfessional growth and development opportunitiesA supportive and inclusive work environment Quantanite is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.