Customer Onboarding Coordinator

Cowan Systems
Towson, MD
Sep 29, 2022
Oct 01, 2022
Program Manager
Full Time
Customer Onboarding Coordinator 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 Coordinator 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 Coordinator will work in tandem with another team member 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 by running and approving or denying potential customers credit based on company standards, creating and updating customer files in company software, determining if the new customer has additional administrative requirements, and implementing those requirements as applicable by obtaining all customer documentation and creating SOPs for the Billing and Rates and Tariffs department. The Customer Onboarding Coordinator will also review and audit existing customer processes as issues arise or as directed by department supervisors. The Customer Onboarding Coordinator additionally works 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 Coordinator will receive up to 8 weeks of training within the Administration department divisions and with additional departments as needed to better understand job responsibilities. The ideal candidate will have experience and background with working in Microsoft Excel. Essential Job Functions : Work directly with the Sales, Operations, IT, Rates, Billing Departments and Accounts Receivable Communicate directly with customers regarding setup and contract agreements Review contracts for Admin related information Attend internal & customer onboarding calls Run credit checks for setup requests Create internal bill to codes across Divisions for customers Request/confirm, save and distribute documentation related to all rates to Rates and Billing Departments Work with IT to create or update customer mileage information within our application software and verify accuracy of setup Request, confirm and maintain user log ons to customer websites Request and confirm access to customer carrier portals Set up and update load notification for Operations/Customer Service on websites Provide website instructions to Billing, Operations and Customer Service Teams Review customer EDI (Electronic Data Interchange) specs and requirements Submit and confirm EDI set ups Add and maintain EDI customer accessorial codes Troubleshoot and resolve routine EDI issues Retransmit EDI invoices as needed Review and implement existing customer process changes as directed by the customer Add and/or update invoice print formats Invoice new customer orders and act as the biller on new accounts until a biller is assigned Create billing instructions for new customers Resolve billing procedural issues for new and existing customers Re-onboard existing customers as directed by Management by auditing all receivables, bill to codes, bill to processes, rates and invoice/order history Provide updated instructions to Billing, Operations, Customer Service and Rates on any process changes that need to occur after re-onboarding a customer Help support Rates Department by assisting with Rates tickets, emails and Accounts Receivable issues as needed. Complete company reporting and auditing on daily basis Manage auditing report priorities and workload responsibilities Answer and maintain email organization within the shared inbox Retain procedural information with note taking Create and maintain department SOPs 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 skillsable to meet daily/weekly goals. Detail oriented, accurate and possesses analytical capabilities. High level of interpersonal communication skillsoral 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 Bachelors 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. cs

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