Account Onboarding Specialist II

ESA - Electronic Security Association

. Initiate timely contact with new and prospective clients and serve as the primary point of contact for prospective ADI Global customers .

Posted 10/15/2026full-timeQuerétaro • MexicoJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills and attention to detail while managing customer interactions and maintaining records in CRM systems. Proficient in customer service principles and capable of working independently or collaboratively in a fast-paced environment.

Highest-signal resume keywords

Customer Service ExperienceExcellent Communication SkillsSalesforce ProficiencyMicrosoft Excel KnowledgeAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

InitiativeTeam CollaborationAbility to Work Independently

Tools & Technologies

CRM SystemSalesforceMicrosoft Excel

Industry Keywords

Customer QualificationFraud PreventionBackground ResearchDigital Presence AssessmentAccount Management

About the role

Key responsibilities & impact

Initiate timely contact with new and prospective clients and serve as the primary point of contact for prospective ADI Global customers
Follow up on open new account requests
Maintain and update customer records in the CRM system, escalate complex issues, and document interactions
Collaborate with sales and credit departments to establish appropriate terms and enable quick, easy sales for new customers
Conduct background research on prospective customers to prevent fraud and reject accounts outside customer qualification segments
Document verification to confirm authenticity
Review applicants' digital presence to assess potentially fraudulent applications
Create a warm handoff to the sales team after pre-qualification by discussing ADI benefits and services

Requirements

What you’ll need

Excellent communication skills and advanced usage of the English language, including written and verbal communication
1+ year in a similar customer service position
Microsoft Excel knowledge
Ability to work in a fast-paced, highly matrixed environment
Broad knowledge of principles and best practices in customer service
Proficiency working independently and as part of a team
Ability to take initiative and work with limited direction
Strong attention to detail
Experience with Salesforce and Excel

Benefits

Comp & perks

Benefits that go beyond Mexican labor law, ensuring your well-being and peace of mind
A collaborative and inclusive work environment where your contributions are valued
Opportunities for continuous professional growth and skill development through training, mentoring, and challenging projects
Access to cutting-edge tools, resources, and a supportive team to help you excel
The chance to work with a global, innovative company shaping the future in its industry