Onboarding & Implementation Specialist – Finance & Sales

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

📋 Description

• Facilitate kickoff meetings with newly onboarded dealers to discuss onboarding timelines, lender configurations, training schedules, and launch expectations.

• Organize onboarding tasks and proactively identify potential challenges prior to launch.

• Conduct virtual administrative training sessions for dealer office teams utilizing established training materials.

• Lead sales training for dealer sales teams, covering the financing process from application submission to loan activation.

• Complete lender applications for dealers or provide lender application links when necessary.

• Establish user accounts and assist with launch readiness activities.

• Maintain regular communication with dealers through email, phone, and Zoom regarding onboarding updates, required documentation, scheduling, and platform inquiries.

• Follow up on pending lender stipulations (“stips”) and necessary documents.

• Collaborate with internal implementation and support teams to ensure seamless customer launches.

⛳️ Requirements

• 4-5 years of experience in customer onboarding, implementation, customer success, or account management.

• Exceptional written and verbal communication abilities.

• Keen attention to detail and strong follow-through.

• Excellent interpersonal and customer service skills.

• Capability to confidently lead virtual meetings and training sessions.

• Problem-solving attitude with the ability to adapt swiftly.

• Proficient in using CRM systems, spreadsheets, and project management tools.

🏝️ Benefits

• 100% Remote work opportunity from anywhere within LATAM.