Customer Onboarding Specialist

Sorry, this job was removed at 08:11 p.m. (CST) on Wednesday, Jul 16, 2025
Easy Apply
Chicago, IL, USA
In-Office
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Leading energy brokerage—powered by world-class data.
The Role

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

We believe in our team's personal growth. Everyone is provided with the resources to invest in themselves and realize their full potential. At Energy CX, we challenge one another to tackle complex challenges, work hard, innovate, and grow. 

We have a shared and unique set of values

Customer Obsession - Deep Desire to Delight the Customer 

Continuous Growth - Fail Forward

Bias for Action - Don’t Talk, Do

Radical Honesty - Share Your Thoughts

Effective Communication - Be Clear & Concise 

Prioritization - Do What’s Important, Not Urgent 

Long-Term Thinking - Eat Your Vegetables 

Resourcefulness - Be Independent

Discipline - Be Consistent

Focus - Dive Deep 

Pursuit of Fulfillment - Be Your Best

Our culture rewards personal growth and performance. Therefore, we are seeking exceptional individuals to join our incredible culture.

Hiring Scam Alert: All official communication regarding job opportunities at EnergyCX will come from an @energycx.com email address. We will never ask for personal information, payment, or sensitive data through unofficial channels. If you receive any suspicious emails claiming to be from EnergyCX but using a different domain, please disregard them and report the incident to us.

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The Company
HQ: Chicago, IL
108 Employees
Year Founded: 2010

What We Do

Energy CX is a family-founded energy broker redefining how businesses buy energy. Powered by ABEL™, a proprietary platform, the company uses math-based trading methodologies to help customers treat energy like an investment, not a line item. Energy CX replaces fragmented tools and legacy broker models with a centralized, technology-led approach—reducing risk, controlling spend, and bringing clarity to complex energy markets. Today, Energy CX manages more than 2 billion square feet across 20+ deregulated states and is one of the fastest-growing energy brokerages in the U.S. We're rapidly growing and deeply invested in nurturing the development of our team. We're dedicated to empowering every employee with the necessary tools to unlock their fullest potential, creating a supportive environment where personal development and career progression are intertwined.

Why Work With Us

We are determined, passionate, and growing fast. We hire based on character and are committed to our employees success. Energy CX stands apart as a family-owned business where our innovative and inclusive culture ensures that every team member is valued beyond just a number. We've built a work environment where creativity and new ideas thrive.

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Energy CX Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Employees work from home on Fridays in addition to 5 work from home days a quarter.

Typical time on-site: 4 days a week
Company Office Image
HQChicago, IL

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