Client Success Onboarding Specialist

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee the complete client implementation process: Manage the entire implementation journey for both new and existing clients, adhering to established standards, project plans, and documentation to ensure a high success rate.

• Facilitate business process enhancement: Offer guidance and best practice recommendations to clients during the implementation to promote strong adoption and long-lasting success with our software solutions.

• Act as the main client liaison: Serve as the primary point of contact for clients during the implementation phase and for selected clients after implementation.

• Prepare compliance reports: Regularly compile and submit compliance reports to ensure alignment with internal policies and industry regulations.

• Function as a trainer and mentor: Be a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them fully leverage the benefits of 700Credit products.

• Address client concerns: Analyze and resolve client issues directly or assist in navigating complex problems to achieve effective solutions.

• Support product launches: Aid in the launch of Affiliate and 700Credit products, including post-launch follow-ups with clients and affiliates to assess and enhance the customer experience.

• Contribute to team success: Actively support all Implementation team members in a constructive and productive manner.

• Maintain records of client communications: Accurately document all client interactions and communications to ensure clear and updated records.

• Inform clients about new product features: Keep clients updated on new product features and enhancements, ensuring they understand new functionalities and how to utilize them.

• Deliver outstanding customer service: Ensure a consistently high level of service is provided to clients, fostering satisfaction and long-term loyalty.

• Create cross-sell opportunities: Collaborate closely with the sales team to identify and generate cross-sell opportunities that introduce additional products and services to current clients.

⛳️ Requirements

• Minimum of 2 years of experience in a customer service or account management position

• Strong understanding of the automotive industry

• Excellent organizational skills with a keen attention to detail

• Exceptional phone etiquette and customer service skills

• Bachelor’s degree preferred, or equivalent professional experience

• Willingness to travel as required

🏝️ Benefits

• Comprehensive compensation and benefits package