Client Success Onboarding Specialist

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☕ Washington – Remote

☕ Washington – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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Open Dealer Exchange

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2009

💳 Fintech

☁️ SaaS

Automotive • Fintech • SaaS

Open Dealer Exchange is a technology hub providing integrated finance and insurance solutions for automotive dealerships and finance institutions. Founded as a joint venture between CDK Global and Reynolds and Reynolds, the company specializes in offering services such as credit reports, automated funding, and soft pull solutions, helping dealerships modernize and digitalize their sales processes. Open Dealer Exchange is recognized for its rapid growth and vibrant workplace culture, having received multiple awards for being a top workplace in the region.

📋 Description

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success. • Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software. • Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation. • Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations. • Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products. • Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes. • Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience. • Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner. • Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records. • Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them. • Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty. • Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

🎯 Requirements

• 2+ years of experience in a customer service or account management role • Strong knowledge of the automotive industry • Strong organizational skills with attention to detail • Excellent phone etiquette and customer service abilities • Bachelor's degree preferred, or equivalent professional experience • Willingness to travel as needed

🏖️ Benefits

• excellent compensation/benefit package