Customer Onboarding Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $60k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of JDPA LIMITED

JDPA LIMITED

- employees

🚘 Automotive

🛡️ Insurance

💼 Consulting

Automotive • Insurance • Consulting

JDPA LIMITED is a provider of data, analytics, and software solutions serving the automotive ecosystem and adjacent financial and insurance sectors. It offers vehicle valuations, market and retail intelligence, quality and customer-experience benchmarks, digital marketing and advisory services to OEMs, dealers, insurers and lenders. JDPA LIMITED combines proprietary customer and VIN data with advanced analytics and SaaS products to help clients improve product design, retail performance, risk management, and finance operations.

📋 Description

• Manage a high volume of orders and engage clients through email and phone calls to gather necessary setup information • Schedule Workbook calls with clients to obtain information needed to complete the setup workbook • Move orders from initial setup through all necessary steps to successfully complete setups in a timely manner • Document calls, emails, and setup details in the CRM • Complete checklists to ensure setups meet high-quality standards • Escalate issues to third-party partners professionally • Engage and successfully set up new clients from initial build through training • Build client relationships, provide proactive support, manage implementation details, drive adoption, and help customers realize value

🎯 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 customers reach their goals • Strong public speaking and presentation skills • Experience with Sugar CRM or equivalent CRM platforms • 2+ years of experience in the automotive space (preferred) • Understanding of dealership technology systems including eLead, DealerSocket, DealerTrack, vAuto, Reynolds & Reynolds, and CDK (preferred)

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