Customer Onboarding Specialist

About Energy CX:

Energy CX is the fastest-growing energy broker in the US, distinguished by our focus on helping businesses slash their energy expenses. What sets us apart is our suite of solutions, advanced analytics, and dedicated service, all aimed at delivering lower energy costs. 

Why Energy CX? 

• Recession proof industry 
• Entrepreneurial and ambitious culture with a great team oriented environment
• Fastest growing energy broker in the country
• Recognized by Fortune and Great Places to work US
• Named on Inc 5000’s list of America’s fastest growing companies

Compensation

• Year One Expected Earnings -> $55,000

Title: Customer Onboarding Specialist 

About this Job

As a Customer Onboarding Specialist, you’ll lead customers through the onboarding process and provide clear, hands-on demonstrations of Energy CX’s customer portal.

You’ll work closely with the Customer Success and Support teams to ensure each customer is properly set up, their utility data is accurate and current, and any portal-related issues are quickly addressed.

We’re looking for a highly organized, communicative professional who can take full ownership of the portal onboarding experience. This is a customer-facing, cross-functional role that requires strong attention to detail, clear communication, and close coordination with internal tech teams—no technical background required.

Objectives of this Role

• Lead and optimize the customer onboarding experience.
• Ensure seamless coordination across teams to support customer setup and data integrity.
• Drive customer engagement and satisfaction through effective portal support and communication.

Daily and Monthly Responsibilities

• Onboard customers to Energy CX’s baseline portal, including sending login instructions and running demo walkthroughs
• Coordinate with customers to obtain utility and supplier credentials for portal integration
• Serve as the primary contact for all customer questions related to portal usage
• Communicate with customers via email, phone, and video calls
• Host onboarding meetings to guide clients through portal features and address their questions
• Ongoing engagement with customers to ensure portal and billing information remain accurate and up to date 

Skills & Qualifications

• Exceptionally organized, with the ability to manage multiple customer accounts simultaneously
• Strong written and verbal communication skills
• Proactive and detail-oriented problem-solver
• Familiarity with Salesforce or other CRM systems is a plus
• Experience in a customer-facing role, preferably in SaaS or the energy industry

ECX Benefits

PTO

• 15 days but highly flexible 
• All Major Holidays
  • Half day that Wednesday
• Full day off on Thursday and Friday of Thanksgiving
• 12/24 - 1/2 Company break (Subject to be longer, but at minimum, all employees can expect this time off)

Insurance 

• Health - We cover 50% of your monthly premium cost 
• Dental -  We cover 50% of your monthly premium cost 
• Vision -  We cover 50% of your monthly premium cost 
• Basic Term Life & AD&D insurance policy- We cover 100%

401(K)

• Employer match 20% of total contribution on up to 5% of salary 

Additional 

• 20 work from home days yearly 
• Work from home Friday (in addition to the 20)
• Wednesday catered lunches 
• Gym membership at on-site gym facilities
• Frequent company events 

Energy CX Company Culture

Our culture is not for everyone