Customer Onboarding Specialist

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

📋 Description

• Oversee a substantial volume of orders and interact with clients via email and phone to collect essential setup information.

• Arrange Workbook calls with clients to gather the information required to finalize the setup workbook.

• Transition orders from the initial setup phase through all necessary steps to ensure timely completion of setups.

• Record calls, emails, and setup information in the CRM system.

• Complete checklists to guarantee that setups adhere to high-quality standards.

• Professionally escalate issues to third-party partners as needed.

• Engage with and effectively set up new clients from initial construction through training.

• Cultivate client relationships, offer proactive support, manage implementation details, promote adoption, and assist customers in realizing value.

⛳️ Requirements

• A minimum of 2 years of experience in B2B customer success, professional services, or account management.

• Exceptional customer service abilities.

• An empathetic and positive attitude with a commitment to helping customers achieve their goals.

• Strong public speaking and presentation capabilities.

• Familiarity with Sugar CRM or similar CRM platforms.

• At least 2 years of experience in the automotive industry (preferred).

• Knowledge of dealership technology systems such as eLead, DealerSocket, DealerTrack, vAuto, Reynolds & Reynolds, and CDK (preferred).

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work environment.

• Collaborative team atmosphere.