Customer Onboarding Specialist

JD Power • Troy, MI

2d • Remote

About The Position

Our Customer Onboarding Team is responsible for engaging with and successfully setting up new clients from initial build through Training. An ideal candidate will embody a customer-first mindset and enjoy building and maintaining relationships. They must be highly organized and detail oriented. In this role, you will make a direct impact on customer success by ensuring a smooth and positive onboarding experience from implementation through training. By building strong client relationships, providing proactive support, and managing details effectively, you will help customers quickly realize value, drive adoption, and set the foundation for long-term satisfaction and retention.

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).

Nice To Haves

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

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed