Digital Onboarding Advisor

3 weeks ago


West Valley City, United States Wheeler Machinery Company Full time
Duties & Responsibilities:

  • Maintain a zero-accident environment, emphasizing safety first in all we do.
  • Core task: Proactively reach out to customers by phone, e-mail and in person to create and maintain user credentials for Caterpillar online applications including Parts.Cat.Com, VisionLink, and Cat Inspect.
  • First point of contact for customers for support with passwords, user credentials, and other back-office issues for Caterpillar applications.
  • Help develop effective processes to track customer usage of Caterpillar applications.
  • Provide backup support for our Parts.Cat.Com Coordinator for online registrations, set up for access, and support for customers as needed.
  • Coordinate with Product Support Reps and Machine Sales Reps regarding their customers' access needs and requirements for Caterpillar digital applications.
  • Establish business processes which aid customers in their daily engagement of Caterpillar's digital tools and applications.
  • Help create a positive digital experience for Wheeler Machinery's customers.
  • Support and assist in new process improvement needs (where applicable).
  • Help our team achieve various Digital Excellence goals set by Caterpillar.
  • This is a Monday through Friday 8-hour workday position, but some after-hours time will be required.
  • Support other departments within Wheeler with digital and equipment management efforts.
  • This position will require periodic travel to Wheeler branch stores and customer offices/worksites for customer support (with some occasional overnight travel outside of the Wasatch Front).
Required Qualifications:
  • Ability to work in a zero-accident environment.
  • Ability to work well within a team environment.
  • Ability to communicate timely, proactively, and effectively in person, over the phone, and electronically.
  • Ability to see continuous improvement opportunities.
  • Analytical thinking and problem-solving skills.
  • Good organizational skills combined with the ability to effectively multitask.
  • Proficient using Microsoft Office software as well as internet and other applications.
  • Proficient in using mobile devices (iPhone, Android, tablets, etc.)
  • Applicant will be required to safely drive a company vehicle to visit Wheeler branch stores and customer worksites and locations as needed.
  • High school diploma or equivalent.
Preferred Qualification:
  • Working knowledge of and ability to troubleshoot various Caterpillar software applications.
  • Caterpillar dealership experience.
  • Sales or product support experience in a technology-related field.
  • I.T. Helpdesk or similar digital support experience.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Salt Lake City, United States Campbell Companies Full time

    **Description** **Duties & Responsibilities:** + Maintain a zero-accident environment, emphasizing safety first in all we do. + Core task: Proactively reach out to customers by phone, e-mail and in person to create and maintain user credentials for Caterpillar online applications including Parts.Cat.Com, VisionLink, and Cat Inspect. + First point of contact...


  • Jersey City, New Jersey, United States Forbes Advisor Full time

    Job Description The Revenue Operations Lead is a critical role that involves managing the onboarding and auditing of partners, ensuring data integrity, and optimizing revenue streams. This role requires close collaboration with Data Strategy, SEM, and Business Development teams, external partners, and reports to the Senior Director of Revenue...

  • Gear Advisor II

    7 days ago


    Kansas City, United States Guitar Center, Inc. Full time

    Join the Jam at Guitar Center! Gear Advisor II Wanted! (Schedule is 7AM - 4PM, Monday - Friday) Are you ready to turn your passion for music into a career that rocks? Guitar Center is on the lookout for our next Gear Advisor II, and we want someone as enthusiastic about gear as they are about turning up the volume on their career! Who We Are: At Guitar...


  • Denver City, United States Insidea Full time

    Job DescriptionJob Summary: We are seeking a skilled and experienced HubSpot Expert to join our team as an Onboarding and Implementation Specialist. In this role, you will be responsible for guiding new clients through the process of onboarding onto the HubSpot platform and implementing it effectively to meet their specific business needs. Your expertise in...

  • Associate Advisor

    4 weeks ago


    Hunt Valley, United States Marshall Financial Group Full time

    Job Summary: This Associate Financial Advisor is responsible for and serves as a point of contact for his/her assigned client relationships, working in a team environment. This position demonstrates a broad base of knowledge across all functions of financial planning, including cash flows, investments, insurance, tax management, retirement analysis and...

  • HubSpot Expert

    7 days ago


    Denver City, United States Insidea Full time

    Company DescriptionINSIDEA is a global, remote company empowering businesses to hire dedicated professionals across various fields. Access top-notch talent worldwide. Seamlessly integrate skilled professionals into your team and scale faster. Our mission is to connect the world's top talent with global opportunities. We firmly believe in a borderless world...

  • Marketing Coordinator

    3 weeks ago


    West Palm Beach, United States Digital Resource Full time

    Digital Resource is a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are currently looking to hire a...


  • Oklahoma City, United States CareerBuilder Full time

    Digital Marketing Consultant TheDigitalMarketingConsultantguides the implementation of websitemarketingtechniques and basic search and lead management processes with automotive retail dealers and OEM field personnel through proven best practices, improvement plans, training personnel on use of necessary reporting tools. Known as the OEMdigitaladvisor, the...


  • Oklahoma City, United States oneworld Management Company Full time

    Job Title: Manager, Digital Products Department: one world Digital Reports To: Director, Head of Carrier one world Digitalisation Location: on-site at one world Management Company (oMC) headquarters,Dallas – Fort Worth, TX This position is open to member secondment or direct oMC employment. Interested candidates should email their resume and cover letter...

  • Marketing Coordinator

    16 hours ago


    West Palm Beach, United States Digital Resource Full time

    Digital Resource is a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are currently looking to hire a...


  • West Valley City, United States Zions Bancorporation Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Marketing Coordinator

    2 weeks ago


    West Palm Beach, United States Digital Resource Full time

    Digital Resource is a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are currently looking to hire a...

  • Marketing Coordinator

    2 weeks ago


    West Palm Beach, United States Digital Resource Full time

    Digital Resourceis a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are currently looking to hire a...

  • Marketing Coordinator

    2 weeks ago


    West Palm Beach, United States Digital Resource Full time

    Job DescriptionJob DescriptionDigital Resource is a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are...

  • Marketing Coordinator

    4 weeks ago


    West Palm Beach, United States Digital Resource Full time

    Digital Resourceis a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social followings, and most importantly, converting leads into real revenue. We are currently looking to hire a...


  • Oklahoma City, United States ANSIRA PARTNERS LLC Full time

    Digital Marketing Consultant TheDigitalMarketingConsultantguides the implementation of websitemarketingtechniques and basic search and lead management processes with automotive retail dealers and OEM field personnel through proven best practices, improvement plans, training personnel on use of necessary reporting tools. Known as the OEMdigitaladvisor, the...


  • Oklahoma City, United States Ansira Full time

    Digital Marketing Consultant II (Oklahoma/Arkansas) page is loaded Digital Marketing Consultant II (Oklahoma/Arkansas) Apply locations Remote-OK Remote-AR time type Full time posted on Posted Yesterday job requisition id R221 Digital Marketing Consultant TheDigitalMarketingConsultantguides the implementation of websitemarketingtechniques and basic search and...

  • Client Specialist

    2 weeks ago


    Mill Valley, United States Robert W. Baird & Company, Inc. Full time

    Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...

  • Full Stack Engineer

    5 days ago


    West Valley City, United States Fidelity TalentSource LLC Full time

    Full Stack Engineer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Full Stack Engineer to work at Fidelity Investments in Salt Lake City, UT! The Role Our teams build and enhance Fidelitys digital presence. As a Full Stack Engineer, you will help us build the omni...


  • Fountain Valley, United States OSI Digital Full time

    Job DescriptionJob DescriptionEntry Level Field Desktop Support TechRole: ContractLocation: Orange County, CA Onsite/In-personResponsibilities: Desktop support experience- troubleshooting, configuration, software installationExperience with ticketing systemReview onboarding requests, review tickets and document issuesAdept at M365, Windows, Active...