Client Onboarding Specialist Position Available In Davidson, Tennessee

Client Onboarding Specialist Bonded Filter Company

• 2.6 Nashville, TN Job Details $58,000
• $62,000 a year 15 hours ago Benefits Paid holidays Health insurance Paid time off 401(k) matching Qualifications CRM software Customer retention Marketing Salesforce Employee orientation Mid-level Project management Bachelor’s degree Business 2 years Communication skills Marketing Time management Full Job Description Customer Onboarding Specialist 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.