Note: The job is a remote job and is open to candidates in USA. Fullpath is an AI-first tech company in the automotive space focused on creating groundbreaking technologies for dealers. They are seeking a Customer Onboarding Specialist to support the onboarding process for new and existing accounts, ensuring a smooth adoption of their software and providing excellent customer experience.
Responsibilities
- Owning the customer experience from the point of sales throughout their onboarding process with a strong understanding of automotive finance and insurance (F&I) workflows and terminology
- Mapping out the customers’ requirements & needs to ensure a smooth onboarding and implementation
- Implementing proactive communication flows with the customers to align expectations regarding onboarding and value delivery timelines
- Collaborating proactively with other departments involved in the onboarding process by providing clear account setup requirements and deadlines
- Identifying any process issues and/or new process building needs that arise from the evolution of our products and problem-solve by building out processes that can scale
- Educating customers on features, capabilities, and best practices to simplify adoption and align expectations
- Being the main point of contact to customers throughout onboarding and implementation (via video calls, calls, emails and chat)
- Handling the successful and smooth transfer of your customers to their dedicated customer success manager after onboarding completion
- Measuring and reporting upon the onboarding experience
Skills
- 1+ year experience in implementation, onboarding, or other customer-facing role at a SaaS start-up company
- Proven basic troubleshooting abilities
- Independent problem-solving skills and adaptivity to change
- Excellent verbal and written communication skills
- Strong work ethic and high energy levels
- Ability to multitask and collaborate with different departments
- Impeccable attention to detail
- Cares for speed and quality of delivery
- Legal authorization to work in the United States without the need for employer sponsorship now or in the future
- Ability to sit for extended periods and perform extensive computer work, both of which are key aspects of this role
- Ability to perform job duties from a home office, when applicable, utilizing necessary technology and maintaining productivity
- Regular, reliable attendance and punctuality are essential functions of the job to ensure consistent workflow and communication
- 1+ year experience in digital advertising, Google & Facebook preferred
- Experience working within the automotive finance and insurance (F&I) domain, with a strong understanding of dealership F&I processes and terminology
Benefits
- Medical
- Dental
- Vision
- Disability
- Life/AD&D
- EAP
- 15 vacation days per year to start
- 80 hours of sick leave
- 12 paid holidays
- Paid parental leave
- 401k with company match
- Company's equity program
Company Overview
Fullpath is automotive's leading CD(x)P. It was founded in 2015, and is headquartered in Miami, Florida, USA, with a workforce of 51-200 employees. Its website is https://fullpath.com.