Customer Onboarding Coordinator

Open Tech Services

Phoenix, AZ

JOB DETAILS
SKILLS
Access Control, Autoscaling, Backlog Prioritization, Calendar Management, Call Centers, Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Detail Oriented, Kiosks, Leadership, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft SharePoint, Multitasking, Onboarding, Operational Support, Organizational Development/Management, Organizational Skills, Partner Sales, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Project Tracking, Project/Program Coordination, Sales, Software Administration, Team Lead/Manager, Team Player, Time Management, Writing Skills
LOCATION
Phoenix, AZ
POSTED
Today
The Company

OpenTech Alliance, Inc. was founded in 2003 and is a leading technology provider to the self storage industry. The company delivers software-enabled solutions including online auctions, access control systems, full-service kiosks, and call center services to self storage operators across North America, with a growing international presence.

Headquartered in Phoenix, AZ, OpenTech supports many of the largest self storage operators in the U.S. and continues to scale its core products while strengthening internal operations to support growth.
About the Role

We are looking for a highly organized and proactive Customer Onboarding Coordinator to support the successful implementation of OpenTech services. This role plays a critical part in ensuring a seamless onboarding experience by coordinating schedules, managing communications, and keeping projects on track.

You'll work cross-functionally with Sales, Onboarding, and Service teams, acting as a central hub for onboarding activities. This is a great opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and wants to make a direct impact on customer experience.

Key Responsibilities
  • Coordinate onboarding schedules and manage team calendars
  • Schedule customer onboarding appointments accurately and efficiently
  • Serve as a key point of contact for onboarding-related communication
  • Monitor onboarding progress and help manage backlog priorities
  • Partner with Sales, Onboarding, Service, and Leadership teams
  • Identify and escalate scheduling or capacity challenges
  • Maintain and update tracking tools and internal systems
  • Support reporting and provide visibility into onboarding performance
  • Contribute to team projects and process improvements
Qualifications
  • Strong organizational and time management skills
  • Excellent written and verbal communication
  • Detail-oriented with the ability to manage multiple priorities
  • Comfortable working independently and across teams
  • Customer-focused mindset with strong problem-solving ability
  • Tech-savvy and comfortable learning new systems
Preferred Experience
  • Background in scheduling, coordination, or project support roles
  • Experience working with CRM systems (Dynamics is a plus)
  • Proficiency in Microsoft Office (Excel, Outlook, Teams, SharePoint)
  • Experience with reporting and data tracking


Why Join OpenTech?

At OpenTech, you'll play a key role in delivering a great customer experience while working in a collaborative and fast-moving environment. You'll gain hands-on experience with cross-functional operations, develop strong organizational and communication skills, and have opportunities to contribute to process improvements that directly impact the business.

About the Company

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Open Tech Services