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Software Onboarding Consultant

4 months ago


Dallas, United States Affinitiv Inc Full time
Join our award-winning A-Team

Ready to produce exceptional results with exceptional people? Get in touch, we would love to get to know you.

Affinitiv is the largest provider of end-to-end, data-driven marketing and software solutions exclusively focused on the automotive customer lifecycle. Backed by 20+ years of automotive and marketing expertise, we pride ourselves on being the go-to experts in the industry. Not only do we work with over 6,500 dealerships and every major manufacturer in the country, we're well-versed in OEM standards and the intricacies of a dealership or group's local business.

Position Summary:

As a Software Onboarding Consultant at Affinitiv, this position will play a critical role in ensuring the successful implementation and adoption of our Fixed Operations and Variable Sales software solutions by new clients. This position will be responsible for guiding clients through the onboarding process including gathering settings, configuring the software to meet the dealer's specific needs, and providing training and support to ensure a smooth transition to the Affinitiv software platform. This role requires a combination of dealership expertise, project management skills, and client-facing communication abilities. This position will consist of traveling to US automotive dealerships nationwide on a need to need basis. TRAVEL IS REQUIRED

Position Responsibilities:
  • Client Onboarding: Lead the onboarding process for new clients, serving as the primary point of contact and guiding them through each stage of implementation
  • Software Configuration: Work closely with clients to understand their business requirements and help configure Affinitiv's software solutions to meet their needs. This will include customization and may also include integration with existing systems, and data migration that will be overseen by this position
  • Training and Support: Provide comprehensive training to clients on how to use Affinitiv's software effectively. Develop customized training plans for each dealer and their product set, conduct virtual training sessions, and offer onsite training for certain products. This position will also support our clients for a short time before handing them off to their account representative to ensure clients are equipped to maximize the value of the platform
  • Project Management: Manage onboarding projects from initiation to completion, ensuring timelines are met, and deliverables are achieved according to client expectations. Coordinate with internal teams, such as the PMO Team, Integrations, Installers, QA, CSC Team and Customer Support, to address client needs and resolve issues
  • Relationship Management: From the time of contract, build strong relationships with each client, acting as an advisor on how to set up our products to best set up the client for success. It is very important to proactively identify opportunities to enhance the client experience which will drive customer satisfaction
  • Continuous Improvement: Stay abreast of industry trends, best practices, and new features or updates to Affinitiv's software solutions. Provide feedback and recommendations for product enhancements based on client feedback and your own observations
  • Travel: This position could require travel up to 3 weeks of travel per month
  • All other duties as assigned
Position Requirements:
  • Prior experience in software implementation, project management, or consulting roles, preferably within the automotive industry
  • Prior experience in a dealership, variable or fixed operations is preferred
  • Strong technical aptitude and proficiency in software applications and systems
  • Excellent communication skills, with the ability to convey complex concepts to non-technical clients
  • Proven ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced environment
  • Customer-focused mindset with a passion for delivering exceptional service and driving client success
  • Problem-solving skills and a proactive approach to addressing client needs and challenges
  • Basic understanding of DMS functionality and how it relates the dealerships process
  • Understanding of the internal workings of a dealership and the processes involved for strong ROI and Customer Satisfaction (CSI)
  • Willingness to travel to client sites as needed

Work from Here

At Affinitiv, we have the best of both worlds. Our team members have embraced remote work and our Work from Here program allows for remote working and the utmost flexibility while keeping in person collaborating thriving in a safe work environment. Our Work from Here approach gives team members a choice to work on campus or remote, leaders can hold in person or virtual team meetings to collaborate and cultivate relationships.

Affinitiv knows you have interests outside of work, which is why we offer a comprehensive benefits package that includes medical, dental, vision and 401K effective day 1 just to name a few. We also offer generous PTO so you can enjoy off time with family and friends.

At Affinitiv, we celebrate diversity, equality, and an inclusive environment.

Affinitiv is committed to providing an environment of mutual respect where equal employment opportunities are extended to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

All aspects of employment are decided on the basis of qualifications, competence, merit, and business needs. Affinitiv is proud to be an equal opportunity employer.