Client Success Onboarding Specialist (FL/GA)

Client Success Onboarding Specialist (Remote - FL/GA)

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 searching for a highly motivated Client Success Onboarding Specialist to join our team from Florida or Georgia. As an Client Success Onboarding Specialist, you will be responsible for managing the implementation and training of our solutions for new and existing clients. This will be done by analyzing client needs, developing tailored training and solutions, and ensuring all activities occur on time with a high level of customer satisfaction. The ideal candidate should have strong skills in the areas of client communication, problem-solving, and process improvement. These skills are essential for ensuring successful implementation of 700Credit services and maintaining long-term client satisfaction.

Responsibilities

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Preferred Skills & Experience

• 2+ years of experience in a customer service or account management role
• Strong knowledge of the automotive industry
• Strong organizational skills with attention to detail
• Excellent phone etiquette and customer service abilities
• Bachelor's degree preferred, or equivalent professional experience
• Willingness to travel as needed