[Hiring] Account Setup Coordinator @Xactus

Role Description

Xactus is seeking an Account Setup Coordinator who will be responsible for the accurate and timely configuration and activation of client accounts and associated features within the company’s proprietary system. This role supports both initial onboarding and post-onboarding activities, including the addition of new products, sub-accounts, and loan officer accounts. The Coordinator will follow established procedures to set up vendor-level subscriber codes and ensure access is granted in compliance with internal protocols and client specifications. The position requires strong attention to detail, system navigation skills, and a commitment to maintaining data accuracy and service excellence.

This is a full-time remote/work-from-home position. Monday - Friday, 9:00am - 5:30pm EST. Equipment will be provided.

• Set up and activate new client accounts in the proprietary system upon onboarding.
• Add additional product configurations based on client needs or updates.
• Configure sub-accounts, branch accounts and loan officer accounts with appropriate permissions and features.
• Create and assign vendor-level subscriber codes while following procedural requirements.
• Review and confirm setup accuracy prior to activation.
• Coordinate with internal departments to validate access levels and client requirements.
• Ensure compliance with setup standards, data integrity, and procedural guidelines.
• Provide updates to internal stakeholders on the status of setup tasks.
• Document work clearly within internal systems and update client profiles accordingly.
• Participate in ongoing training to stay current on system enhancements and product offerings.

Qualifications

• High School diploma or equivalent required.
• 1–3 years of relevant customer service or administrative experience.
• Prior experience with account setup or data entry preferred.
• Experience working in a technical or software-enabled environment is a plus.
• Demonstrated ability to learn and work within proprietary systems.
• Strong written and verbal communication skills.
• Strong customer service and interpersonal abilities.
• Ability to manage and prioritize multiple tasks effectively.
• High level of trustworthiness and integrity.
• Detail-oriented with strong problem-solving skills.
• Works effectively in a collaborative team environment.
• Comfortable using and learning technology platforms.
• Self-motivated and proactive with a positive attitude.
• Capable of working independently with minimal supervision.

Requirements

• Remote/work-from-home position.
• High-speed internet is required (50 mbps minimum).
• Distraction-free work environment.
• May require flexibility in hours.

Benefits

• A friendly, supportive environment which is highly rated by Xactus employees.
• Medical, vision and dental insurances.
• Bonus programs.
• Fitness reimbursement and other healthy lifestyle programs.
• 401k plan with a company match.
• Short and long-term disability.
• Life insurance, accident and critical illness insurance.
• Health savings account, flexible spending account.
• Employee assistance program, legal services, employee discounts.