Client Onboarding Specialist

2 weeks ago

Austin, United States National Credit Center Full time

This is an on-site role in Austin, TX

The Onboarding/Implementation Specialist is responsible for coordinating all post-sale onboarding activities via webinars for each new customer account procured by National Credit Center sales teams. This includes, but is not limited to, coordination and execution of the new account onboarding, training, and launch of all NCC products. The primary goal for individuals in this role is to ensure that each new customer is onboarded in a timely manner and utilizing all products within the National Credit Center product offerings.

What You'll Do:

  • New Client onboarding and training
  • Implement processes that streamline install turn times to maximize installed monthly New Account Revenue (NAR)
  • Provide daily focus on promoting National Credit Center services usage by all new customer accounts within their first 90 days. Promotion of such usage may include, but not be limited to, regular contact with each user to confirm usage is taking place and proactively assist with identification and/or resolution of all items that may contribute to minimal or no usage of National Credit Center’s services.
  • Provide first line of contact and support to all clients and users according to company policy for new client acquisition.
  • Responsible for identifying opportunities to increase new account revenue share and collaborating with Sales and account management teams for potential cross-selling opportunities with National Credit Center products.
  • Conduct thorough training via webinars for all new customers to ensure they understand how to perform their required function using the company’s products/services and, in all instances, focus on value adds to ensure that the company maximizes overall usage potential and product suite integration.
  • Ability to demonstrate knowledge of soft pull / digital products and communicate with other companies to assist in website installation and placement of digital products

What you'll have:

  • 2+ years of Software Implementation and/or account management experience
  • Minimum 1-year Automotive industry experience preferred
  • Must be able to communicate verbally and in writing, in person and by telephone, and make effective presentations to diverse audiences, including management and employees.
  • Demonstrated success in the ability to identify cross-sell opportunities within the current client base
  • Proven ability to manage a pipeline of customers with deadlines
Compensation: $22/hr.
Benefits: Medical, Dental, Vision, 401k and unlimited PTO

Interview Process:
1) Recruiter Phone Screen
2) Hiring Manager Video Interview
3) Cross-Functional Partner Video Interview
4) Offer

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