The Role
Support system onboarding by extracting, formatting, and entering customer and account data from documents into internal systems. Validate and perform quality checks, maintain records, escalate discrepancies, collaborate cross-functionally, follow procedures, and contribute to process improvements while meeting productivity and accuracy standards.
Summary Generated by Built In
What will you do as a System Onboarding Associate
• Responsible for supporting system onboarding activities through accurate data entry, validation, and account setup within internal systems and databases.
• Review, extract, and process information from PDF, Excel, and Word documents.
• Format and organize data using standardized templates and tools.
• Enter, validate, and upload new customer, account, and system information into internal databases.
• Ensure data accuracy, completeness, and consistency by performing quality checks and validations.
• Maintain accurate records of data uploads, account setups, and onboarding activities.
• Collaborate with cross-functional teams to complete data-related tasks and support operational requirements.
• Follow established procedures, workflows, and documentation standards when processing information.
• Identify, investigate, and report data discrepancies or issues requiring correction or escalation.
• Assist in maintaining data integrity across multiple systems and platforms.
• Support process improvement initiatives to enhance onboarding efficiency and data accuracy.
• Participate in training and development activities to build knowledge of systems, tools, and procedures.
• Meet productivity, quality, and accuracy standards while managing assigned workloads and deadlines.
• Maintain professionalism, accountability, and adherence to company policies and performance expectations.
• Review, extract, and process information from PDF, Excel, and Word documents.
• Format and organize data using standardized templates and tools.
• Enter, validate, and upload new customer, account, and system information into internal databases.
• Ensure data accuracy, completeness, and consistency by performing quality checks and validations.
• Maintain accurate records of data uploads, account setups, and onboarding activities.
• Collaborate with cross-functional teams to complete data-related tasks and support operational requirements.
• Follow established procedures, workflows, and documentation standards when processing information.
• Identify, investigate, and report data discrepancies or issues requiring correction or escalation.
• Assist in maintaining data integrity across multiple systems and platforms.
• Support process improvement initiatives to enhance onboarding efficiency and data accuracy.
• Participate in training and development activities to build knowledge of systems, tools, and procedures.
• Meet productivity, quality, and accuracy standards while managing assigned workloads and deadlines.
• Maintain professionalism, accountability, and adherence to company policies and performance expectations.
What We're Looking For :
• Previous data entry, administrative, or other relevant experience preferred, but not required
• MS Office proficiency required, Excel specifically important
• Must be respectful and possess stellar communication skills
• Must be comfortable working cross-functionally with different departments
Experience That’s a Plus;
Experience with Zendesk or Salesforce.
Extensive knowledge of Solar Storage Systems.
What We Offer
ClearSource offers a competitive salary as well as opportunities for career growth and professional development. We have an inclusive culture that values diversity and the contributions our employees make to the organization’s success.
We also offer:
- Competitive salary – Get paid for doing what you love!
- Medical and dental insurance (with free dependent coverage!).
- Group life insurance for peace of mind.
- Paid time off (PTO) – Because work-life balance matters.
- Outstanding career growth opportunities – Learn, advance, and develop your career.
- A fun, innovative, and energetic team culture – Be part of a company that values its employees
- Skills and leadership development to help you reach your full potential.
- Free meal for onsite employees
At ClearSource, our mission is simple: Making Lives Better—for our employees, our clients, and their customers. Our culture is built on a strong foundation of core values that shape everything we do:
- Customer First – We are obsessed with delivering an exceptional customer experience.
- Personal Accountability – We do the right thing and own our actions.
- Humble Courage – We embrace feedback, seek growth, and push ourselves to improve.
- Hungry – We bring passion, energy, and drive to everything we do.
- Happy & Healthy – We believe in balance, well-being, and a positive workplace.
If these values resonate with you, this is your chance to join a fast-growing, high-performing team!
Office Address: 10th Floor Rockwell Business Center, Tower 1, Ortigas Avenue, Pasig City
Skills Required
- Proficiency with MS Office, especially Excel
- Stellar written and verbal communication skills
- Comfortable working cross-functionally with different departments
- Ability to perform accurate data entry, validation, and quality checks
- Ability to follow established procedures, workflows, and documentation standards
- Previous data entry, administrative, or other relevant experience
- Experience with Zendesk or Salesforce
- Extensive knowledge of Solar Storage Systems
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The Company
What We Do
ClearSource at its core is a customer experience company. We help our partners optimize the customer journey from initial acquisition to throughout the lifecycle of each customer. Our mission is to drive customer loyalty and engagement by creating an exceptional experience at every touchpoint. Our services include outsourced customer care, technology including artificial intelligence/machine learning, and consulting services.
