Customer Onboarding Representative

| Chicago
If you are interested in joining our team, email your resume to [email protected]
Apply now

Join our team and experience CMMS Data Group!
At CMMS Data Group, we are committed to bringing passion and customer focus to the business of maintenance and reliability. We work smart, and we are serious about what we do.

About the Role
The customer onboarding representative is involved in setting up new accounts and onboarding customers after the purchase is made. You will utilize your problem-solving skills to meet the customers scheduling needs and will work closely with the sales team/consultants to ensure services are delivered successfully. If you enjoy working with people, have exceptional communication skills, and love working in a rapidly growing and dynamic environment, then CMMS Data Group is the place for you. If you want to be part of something exciting, please read on!

Key Responsibilities:

  • Process Incoming Orders.
  • Schedule Training & Consulting Services
  • Release Technical Support Services
  • Process License Increases/Decreases
  • Release Database(s)
  • Update Customer Accounts
  • Work with customers via phone and email.
  • Create and manage standard operating procedures.
  • Schedule future Chicago and virtual training classes.
  • Reserve conference rooms and prepare for training sessions.
  • Take pictures of customer training sessions.
  • Assist with data cleanup, site reports, and other projects.

The ideal candidate possesses the following:

  • Bachelor’s degree or three years of relevant work experience.
  • Experience working with Microsoft Office and CRM Software (Salesforce is a plus).
  • Great multi-tasker and can hold themselves accountable with their workload.
  • Can understand the customers’ needs in order to effectively schedule services.
  • Detail oriented, organized, and able to prioritize multiple requests.
  • You are an excellent communicator, boasting excellent verbal and written communication skills.

About CMMS Data Group
CMMS Data Group is a leading provider of enterprise cloud, on-premises, and mobile applications for maintenance and facilities professionals. Founded in 2000, CMMS Data Group delivers award-winning asset management, inventory management, purchasing management, and work order management applications designed for companies across a wide array of industry verticals. Over 1,100 organizations, ranging from small and medium-sized enterprises to Fortune 50 enterprises, have selected CMMS Data Group. CMMS Data Group is proud to be an equal opportunity workplace.

Read Full Job Description
If you are interested in joining our team, email your resume to [email protected]
Apply now

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • SqlLanguages
    • jQuery UILibraries
    • Twitter BootstrapLibraries
    • ASP.NETFrameworks
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • Microsoft ProjectManagement
    • WordpressCMS
    • SalesforceCRM
    • PardotEmail
    • PardotLead Gen


Our company is conveniently located in the Loop. Plus, the office is easy to get to from both CTA and METRA stops.

An Insider's view of CMMS Data Group

How would you describe the company’s work-life balance?

CMMS Data Group knows how important its employees’ work-life balance is. That’s why we insist our employees work from 9-5, offer medical, dental, and vision insurance, provide 15 days of paid time off, have monthly happy hours, and allow them to work from home periodically. We believe happier employees are more productive and efficient.

Jonathan Clark


What does your typical day look like?

I’ve worked with maintenance professionals at mid-market and enterprise clients around the world. Working with our sales development team, my typical day consists of conducting product demonstrations, meeting with customers, and generating proposals. I am responsible for gaining insights to uncover and deliver long-lasting profitable solutions.

Michael Phocas

Bilingual Account Executive

How has your career grown since starting at the company?

I’ve seen CMMS Data Group’s maintenance and reliability consulting services evolve to keep up with the company’s growing products, services, and clientele. While my duties and titles have changed since I was hired over ten years ago, I’m still helping reliability professionals develop and implement maintenance best practices while using MVP Plant.

Willie Mena

PSG Consulting Manager

How do you make yourself accessible to the rest of the team?

I make myself accessible by calling each new hire to thank them for joining my team, let them know that my favorite word is efficiency, that I have an open-door policy, that their opinion is important to me and that I always want to hear it, and that if anything ever slows them down to let to me or their manager know so that we can get it fixed.

Ruth Hughes

Founder & CEO

What makes someone successful on your team?

CMMS Data Group is smart and lean because of its amazing team. Those who find success want to learn, desire to improve, and enjoy their work. Good teammates work with others by communicating clearly, sharing ideas, giving feedback, providing support, and taking the initiative to achieve common goals that foster the company’s mission and vision.

Sara Vega

HR Manager & Events Coordinator

What are CMMS Data Group Perks + Benefits

Friends outside of work
Eat lunch together
Open door policy
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Happy hours are hosted Once per month.
Professional Development Benefits
Tuition Reimbursement
Promote from within
Paid industry certifications
More Jobs at CMMS Data Group3 open jobs
All Jobs
Project Mgmt
Project Mgmt
If you are interested in joining our team, email your resume to [email protected]
Apply now
Save jobView CMMS Data Group's full profileSee more CMMS Data Group jobs