700 Credit is searching for a highly motivated Onboarding Specialist to join our team. As an Onboarding Specialist, you will be responsible for managing the onboarding and migration of our dealers to our 700Dealer platform or partner portal platform. You will be assisting with training on the platforms as well as trouble shooting any issues with existing clients. Ensuring that all activities occur on time, with a high level of dealer satisfaction, is critical.
· Must be comfortable working in a performance based and structured environment while demonstrating high ethical standards.
· Must be comfortable on the phone.
· Proven ability to maintain focus and work effectively with multiple demands.
· Manage the onboarding and migration of existing clients from beginning-to-end.
· Partner with internal management and team to determine needs for clients.
· Provide guidance and support to clients on business process improvement and best practices during migration to ensure high success and client adoption of the software.
· Act as the primary point of contact for clients throughout onboarding.
· Act as an escalation point for client concerns and facilitate internal communications as needed during the onboarding process.
· Direct and perform follow-up as necessary to complete projects and elicit customer satisfaction.
· Follow installation and migration standards, project plans, and related documentation to ensure a high level of success during the migration process.
· Contribute as a positive member of the team by supporting all members of the team in a productive and constructive manner.
· Track and record all communications with clients.
· Exchange routine information with members of setup, implementation, support, and customer success teams, including priorities, timeliness and issues as they arise.
· Experience working in a client service/customer service environment.
· Bachelor’s degree preferred.
· Ability to work independently and as a team to accomplish tasks.
· Strong client relationship skills.
· Excellent communication skills both verbal and written.