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Dealer Onboarding Coordinator

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Bath Concepts Independent Dealers's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Bath Concepts Independent Dealers

Bath Concepts Independent Dealers

10,000+ employees

👥 B2C

🏭 Manufacturing

🏗️ Construction

B2C • Manufacturing • Construction

Bath Concepts Independent Dealers is a network of independently owned dealerships representing Bath Concepts, a North American bath and shower manufacturer and service network focused on bathroom remodeling. They provide made-in-USA bath and shower systems, walk-in tubs, shower enclosures, wall surround systems and accessories, plus free design consultations, financing options and dealer-led installation services that advertise one-day bathroom remodels. The company serves homeowners seeking stress-free, turnkey bathroom renovations through local dealers across North America.

đź“‹ Description

• Manage dealer data across lending platforms • Keep dealer records accurate and current in HubSpot, including platform status, active financing programs, contacts, and account ownership • Move dealer information between internal systems and lending partners on a set weekly schedule • Prepare, send, and track partner agreements through DocuSign and follow up on outstanding paperwork • Track each dealer's lender status and relay account credentials and merchant identifiers between partners • Identify and resolve duplicate records, mismatched email addresses, and missing contacts before activation delays • Schedule and conduct a scripted compliance read-through with each new dealer before activation • Submit required compliance documentation to the appropriate lending partner • Maintain an accurate list of dealers who still need to complete compliance steps • Send live dealers instructions about next steps and platform invitations • Book admin platform and sales team training sessions with the correct internal owner • Confirm training sessions occurred and log outcomes • Contact every dealer 30 days after activation • Determine whether dealers are transacting normally, need re-engagement, or should be escalated to a sales representative • Report follow-up findings clearly and factually

🎯 Requirements

• Exceptional follow-through and ability to close loops independently • Strong organizational skills • Comfort working in spreadsheets and a CRM every day • Clear, professional written communication • Accuracy under volume and ability to identify duplicate or mismatched records • Comfortable speaking on the phone with business owners, working from a script • 2+ years in an operations, onboarding, account coordination, or administrative role • HubSpot experience helpful, but not required • DocuSign administration helpful, but not required • Background in lending, home improvement, or contractor-facing operations helpful, but not required • Sales experience not required • Lending or credit expertise not required • Training or curriculum development experience not required

🏖️ Benefits

• Per-dealer bonus for completing onboarding within the target window • Remote work arrangement

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