Customer Onboarding Support Specialist

Formed in 1924, Cowan Systems enjoys a history of excellence and quality in the Transportation industry. Due to continued growth, Cowan Systems is seeking a Customer Onboarding Support Specialist for our corporate office in Baltimore, Maryland.

Cowan Systems, LLC is a National truckload carrier that specializes in providing high quality dedicated fleet services for companies requiring first-rate performance. Cowan Systems offers dedicated fleet services which provide a customized transportation package designed to meet the specific needs of the shipper; such as specialized equipment, strict timetables and custom reporting. Cowan Logistics sources the optimal method of transporting our customers freight as efficiently as possible while maintaining unprecedented service and reliability. Cowan Systems is the premier single source provider for warehousing and distribution needs in the Northeast and Mid-Atlantic area. Our 100% supply chain solution includes local and long haul trucking in and out of Cowan facilities.

Job Summary:

The Customer Onboarding Support Specialist will work in tandem with other team members to act as a liaison between Sales and the Administration Department. This position is responsible for reviewing and completing internal new customer set up requests for all divisions of Cowan. The Customer Onboarding Support Specialist will be responsible for conducting weekly audits to ensure that our customer profiles are set up accordingly with company standards, complete internal ticket requests through our Onboarding ticketing system and maintain a shared inbox. He or she will additionally work closely with surrounding departments and divisions to ensure customer requirements are implemented and executed properly including IT, Accounts Receivable, Customer Service, and Operations.

The Customer Onboarding Support Specialist will receive up to 4-6 weeks of training within their team and supporting Admin departments to help better understand job responsibilities. The ideal candidate will have experience and background in transportation and/or Customer Onboarding.

Essential Job Functions:

• Work directly with the Sales, Operations, IT, Rates, Billing and Accounts Receivable departments
• Set up new customers in company software
• Conduct daily audits to ensure company standards are in place for customer set ups
• Attend internal & customer onboarding calls
• Audit and maintain customer profiles
• Request, confirm and maintain user credentials to customer websites
• Provide website instructions to Billing, Operations and Customer Service Teams
• Create billing instructions for new customers
• Re-onboard existing customers as directed by Management by auditing all receivables, bill to codes, bill to processes, rates and invoice/order history
• Complete Onboarding tickets from internal ticketing system
• Run credit checks for setup requests as directed by management
• Manage auditing report priorities and workload responsibilities
• Answer and maintain email organization within the shared inbox
• Retain procedural information with note taking
• Assist team members with additional support and coverage
• Assist with Month End issues and escalations
• Collaborate with management on special assignments as requested

Job Requirements:

• Proficient in Excel and Microsoft Office (Outlook and Word).
• Ability to work successfully and professionally in a team environment.
• Self-motivated and focused to complete tasks with limited supervision and instruction.
• Strong organizational and time management skills—able to meet daily/weekly goals.
• Detail oriented, accurate and possesses analytical capabilities.
• High level of interpersonal communication skills—oral and written.
• Effective at demonstrating good judgment and initiative to make sound business decisions based on multiple data sources.
• Ability to communicate, establish credibility and influence change within all levels of the organization.
• Hard working, reliable, and personable
• Transportation knowledge is a plus
• Ability to travel is required
• Bachelor’s degree required

As a full time employee with Cowan Systems LLC, you will be eligible for full benefit packages (Medical, Dental, Vision), Life, Short and Long Term Disability, 401(k) options, and paid time off.