Customer Onboarding Specialist

Job Description

REQUIREMENTS

• 2+ years’ experience in B2B customer success, professional services, or account management.
• Strong Customer Service Skills
• Empathetic, positive attitude with a desire to help our customers reach their goals.
• Strong public speaking and presentation skills.
• Experience with Sugar CRM (or equivalent) CRM platform(s).

Preferred :

• 2+ years of experience in the automotive space.
• Understanding of dealership technology systems (eLead, DealerSocket, DealerTrack, vAuto, Reynolds & Reynolds, CDK, etc)

RESPONSIBILITES

• Manage high volume or orders and engage clients through email and phone calls to gather all necessary setup information.
• Schedule Workbook calls with clients to obtain needed information to complete the setup workbook.
• Move an order from initial setup through all the necessary steps to successfully complete setups in a timely manner.
• Document all calls, emails, and setup details in our CRM.
• Complete checklist to ensure setups are done with the highest quality in mind.
• Escalate issues to 3rd party partners in a professional manner.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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