Account Transition & Operations Clerk

Position Summary

The is a unique, part-time role created to support the continuity, onboarding, and long-term success of some of Gradient’s most valued and operationally complex customer accounts.

This role is responsible for managing the onboarding and transition support of the SMT/Pro Auto Logistics and its sub-entities fleet through completion while also serving as a subject matter expert for specialized customer accounts. The position plays a critical role in safeguarding customer relationships, transferring operational knowledge to team members, and supporting a remarkable customer experience during periods of growth and transition.

This position is primarily remote with occasional in-office collaboration and training support as needed.

Key Responsibilities

Strategic Account Onboarding

Lead and coordinate the onboarding efforts for the Pro Auto Logistics fleet through completion

Manage moving components, timelines, communication, and follow-up across departments

Support operational continuity throughout the onboarding process

Ensure customer expectations, service standards, and compliance requirements are consistently met

Identify onboarding risks or process gaps and proactively communicate solutions

Subject Matter Expertise & Knowledge Transfer

Serve as a subject matter expert for large and operationally complex customer accounts

Facilitate scheduled training sessions via Microsoft Teams with new and existing team members

Support the transfer of institutional and operational knowledge related to strategic accounts

Assist team members in understanding account nuances, customer expectations, workflows, and special handling procedures

Partner with leadership to strengthen onboarding and training resources for specialized accounts

Work Environment & Expectations

Remote Work Requirements

Maintain a reliable home office environment

Computer and internet access capable of supporting Microsoft Teams and GoTo/soft phone systems

Dedicated workspace that protects the confidentiality and privacy of customer information

Secure storage for any physical customer documentation required to support transition activities

Scheduling Expectations

Flexible scheduling with established working hours coordinated in advance

Monday, Tuesday, Thursday

5:00 am - 8:00 am PST - Customer Relations

11:10 am - 12:00 pm PST - CRS Training

4:10 pm - 5:00 pm PST - CRS Training

Wednesday 

5:00 am - 8:00 am PST - Customer Relations

11:10 am - 12:00 pm PST - CRS Training

Friday

5:00 am - 8:00 am PST - Customer Relations

Availability must align with scheduled onboarding activities, training sessions, and operational support needs

Occasional in-office attendance may be required for collaboration or training purposes

Qualifications

Strong understanding of Gradient operational workflows and customer service expectations

Experience managing large or operationally complex customer accounts

Ability to coordinate multiple moving pieces with strong attention to detail

Strong communication and training facilitation skills

Ability to work independently in a remote environment

High level of professionalism and confidentiality

Strong organizational and follow-through skills