Customer Onboarding Senior Associate Salary in Fresno, CA

Customer Onboarding Associate - Average Salary $66,591

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Customer Onboarding Coordinator - Average Salary $55,200

The Customer Onboarding Coordinator assists with onboarding processes, distribution of product knowledge materials, and tools. Supports customer success team and initiatives to provide guidance and knowledge resources to customers that will facilitate the achievement of their business objectives using the organization's products and services. Being a Customer Onboarding Coordinator administers issue tracking processes and compiles customer feedback. Coordinates with internal teams to facilitate resources and training needed by customers. In addition, Customer Onboarding Coordinator prepares reporting and exhibits reflecting customer health and status. May require an associate degree or equivalent. Typically reports to a supervisor or manager. Being a Customer Onboarding Coordinator works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Working as a Customer Onboarding Coordinator typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification.

New Customer Accounts Onboarding Representative I - Average Salary $39,430

The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative I possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience.

Customer Success/Onboarding Director - Average Salary $168,500

The Customer Success/Onboarding Director develops strategies and processes that deliver consistent customer satisfaction from onboarding through all phases of the customer lifecycle and that promote retention. Directs the operations of the customer success function focused on providing customers with a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services and that will drive sales and increased revenue. Being a Customer Success/Onboarding Director builds teams of customer advocates with product training, coaching, and skill development. Utilizes data collection and feedback mechanisms to identify and understand customer needs and challenges and design action plans. In addition, Customer Success/Onboarding Director establishes collaborative relationships with sales, product development, and other customer facing functions. Requires a bachelor's degree or equivalent. Typically reports to senior management. The Customer Success/Onboarding Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Customer Success/Onboarding Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function.

New Customer Accounts Onboarding Representative II - Average Salary $44,920

The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative II gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Working as a New Customer Accounts Onboarding Representative II typically requires 1-3 years of related experience or may have 0 years of experience with additional training, or certification.