Entry Level Client Onboarding Specialist

Description

Entry Level Client Onboarding Specialist - JOB DESCRIPTION

About 700Credit

700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are passionate about innovation, growth, and delivering the best for our clients. 700Credit is the largest provider of credit and compliance solutions to the automotive industry today. 700Credit is a dynamic, exciting place to work. 700Credit offers an excellent compensation/benefit package.

Summary

700Credit is looking for a reliable Entry Level Client Onboarding Specialist to join the team at our headquarters in Southfield, MI. This person will support the training and success of clients on our LMS platform, and manage the migration of dealers to our platform or partner platform. The ideal candidate should have strong client relationship skills, effective communication abilities, and comfort working in a fast-paced, client service environment. This is an entry level position.

Responsibilities

• Guide clients through process improvement: Support clients throughout the training process, providing clear guidance on platform features and functionality to promote successful adoption.
• Follow migration standards and documentation: Adhere to installation standards, project plans, and related documentation to ensure a high level of success during setup and training.
• Handle LMS support cases: Resolve LMS support related cases as they arise.
• Handle Adverse Action inquiries: Respond to Adverse Action letter inquiries and assist with related credit dispute questions, following established procedures and training.
• Coordinate across teams: Exchange routine information with setup, implementation, support, and customer success teams, including priorities, timelines, and issues as they arise.
• Track client communications: Record all communications with clients for accurate reference and reporting.
• Drive project completion and satisfaction: Direct and perform follow up as necessary to complete projects and elicit customer satisfaction.
• Surface referral opportunities: Identify and surface referral opportunities for compliance solutions during dealer interactions.
• Support team collaboration: Contribute as a positive team member by supporting colleagues in a productive and constructive manner.
• Support client migrations from start to finish: Own the migration of existing clients from beginning to end, partnering with management and the broader team to determine client needs
• Serve as primary client contact: Act as the main point of contact for clients throughout the migration process.
• Handle escalations and internal communications: Act as an escalation point for client concerns and facilitate internal communications as needed during the training and migration process.

Requirements

Required Skills and Experience

• Experience working in a client service environment strongly preferred, but not required
• Strong client relationship skills with the ability to manage multiple demands effectively
• Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards
• Strong organizational skills with attention to detail
• Excellent phone etiquette and customer service abilities
• Bachelor's degree preferred, or equivalent professional experience
• Working knowledge of dealership processes and the ability to support best practices around LMS migration and implementation preferred
• Ability to work independently and as part of a team