Onboarder Careers
At Eric Putnam BCMA Inc., the Onboarder serves as the first point of contact for clients and plays a key role in creating a smooth, professional customer experience. This is an office-based communication and coordination role for someone who is organized, detail-oriented, responsive, and capable of guiding clients to the right services with accuracy and care.
Role Snapshot
- First point of contact for incoming client calls and emails
- Office-based role focused on scheduling, communication, and client onboarding
- Manages the company inbox and enters client information accurately into company systems
- Coordinates estimator schedules based on urgency, client needs, and travel time
- Works closely with the expeditor to support a smooth client journey from first contact to job completion
- Fast-paced role that requires professionalism, attention to detail, and clear communication
- Combination of independent work and team collaboration
- Supports other office functions and administrative tasks as needed
What You Will Do
Client Communication
You will answer phone calls and emails promptly, professionally, and with care. You will help clients feel heard, gather the right information, and make sure their questions or service requests are directed properly.
Inbox Management
You will manage and organize the company inbox, monitor incoming messages, respond when appropriate, and help keep communication from falling through the cracks.
Scheduling
You will schedule appointments for estimators while balancing urgency, client needs, estimator availability, and travel time. Accurate scheduling is a major part of keeping the company organized and helping clients receive timely service.
Customer Information
You will collect and enter customer information into company systems with accuracy. Good information helps the rest of the team do their jobs well, so attention to detail is essential.
Team Coordination
You will work closely with the expeditor and office team to support a smooth client journey from first contact to job completion. This includes helping with communication, internal updates, and administrative support when needed.
Office Support
You will step in to support other office functions and administrative tasks as needed. This role requires someone who notices what needs to be done, uses downtime productively, and is willing to help the team succeed.
What Success Looks Like
Success in this role means clients feel taken care of, schedules are accurate, communication is organized, and the team has the information they need.
A strong Onboarder is someone who:
- Responds quickly and professionally
- Keeps client information accurate and organized
- Communicates clearly with clients and team members
- Handles a busy environment without becoming careless
- Makes good decisions when priorities shift
- Receives feedback well and applies it quickly
- Takes initiative instead of waiting to be told every next step
- Supports the team with a positive and accountable attitude
What We Are Looking For
We are looking for someone with strong communication skills, excellent attention to detail, and the ability to stay organized while managing a high volume of calls, emails, and scheduling needs.

The right person for this role will be professional, dependable, coachable, and comfortable working with technology. Training will be provided, but you should be willing and able to learn software platforms, follow processes, and adapt as the company continues to grow.
Qualifications
- Experience answering phones, managing emails, or handling client communication in a professional setting
- Ability to collect and enter accurate customer information into company systems
- Strong written and verbal communication skills
- Ability to schedule appointments while considering urgency, availability, customer needs, and travel time
- Comfortable using email, scheduling software, and digital client records
- Ability to stay organized in a fast-paced office environment
Who Thrives Here
This role is a strong fit for someone who enjoys helping people, values organization, and understands that small details make a big difference.

You will likely thrive in this role if you:
- Like being part of a professional team
- Enjoy creating order out of busy communication
- Can stay calm and clear when the pace increases
- Take pride in being accurate
- Care about the client experience
- Appreciate feedback and want to improve
- Are dependable, focused, and willing to work hard
- Want your work to matter to both clients and coworkers
Ready to Join Our Team?
If you are highly organized, professional, detail-oriented, and motivated by helping clients receive a smooth and accurate experience, we would like to hear from you.

This is a great opportunity to be part of a purpose-driven company where communication skills, work ethic, and attention to detail are genuinely valued.
