Client Success Onboarding Specialist

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

📋 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 high levels of success.

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

• Act as the primary client liaison: Serve as the main contact for clients throughout the implementation phase and for designated clients after implementation.

• Compile compliance documentation: Regularly prepare and submit compliance reports to ensure conformity with internal policies and industry regulations.

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

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

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

• Contribute to team achievement: Actively support all members of the Implementation team in a positive and constructive manner.

• Maintain records of client communications: Accurately document all client interactions and communications to keep clear and current records.

• Inform clients of new product features: Keep clients updated on new product features and updates, ensuring they understand the new capabilities and how to utilize them effectively.

• 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 existing 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.

• Outstanding phone etiquette and customer service skills.

• Bachelor's degree preferred, or equivalent professional experience.

• Willingness to travel as required.

🏝️ Benefits

• Competitive compensation and benefits package.