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.

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