Onboarding Specialist jobs in United States
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RouteOne · 1 day ago

Onboarding Specialist

RouteOne is a company focused on enhancing dealer engagement and utilization of their platform. The Onboarding Specialist will play a critical role in driving dealer and Integrated Partner engagement by supporting onboarding, activation of services, and system training for new dealers.

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Comp. & Benefits

Responsibilities

Lead the Dealer Onboarding Experience:
Collaborate with internal support personnel, sales teams, and RouteOne Integrated Partners to coordinate and execute all aspects of new dealer onboarding, ensuring an exceptional customer experience
Contact automotive dealerships nationwide to configure RouteOne functionality based on Integrated Partner’s program requirements
Become an expert on dealership processes and indirect finance through internal training programs
Identify and report on dealer conversion opportunities
Maintain records of dealership contacts and activities
Support the Partner Onboarding Experience:
Support the execution of RouteOne Integrated Partners’ account strategies, meeting all timeline metrics for each account with a customer-centric approach
Work closely with Sales, Customer Solutions, and Integrated Partners to gather and maintain a thorough understanding and documentation of each Integrated Partner’s requirements to ensure dealer onboarding requirements are met and dealer participation agreements are completed in accordance with Go-Live dates
Develop launch reports, track and monitor activities, and escalate blockers or delays to dealer sales teams and Integrated Partners
Support administrative and operational tasks related to field activities, such as integration or onboarding related troubleshooting and issue resolution
Develop and maintain exceptional customer satisfaction
“Be the voice of the customer”
Identify and report obstacles preventing dealer or Integrated Partner satisfaction or utilization
Recommend actions to minimize or eliminate dissatisfiers; and
Respond to Dealer and Integrated Partner needs and follow through on commitments/deliverables
Maintain safety, security, and privacy standards throughout all areas of responsibility

Qualification

Microsoft OfficeSalesforceJiraDealership systemsCustomer communicationRelationship buildingPresentation skills

Required

Lead the Dealer Onboarding Experience: Collaborate with internal support personnel, sales teams, and RouteOne Integrated Partners to coordinate and execute all aspects of new dealer onboarding, ensuring an exceptional customer experience
Contact automotive dealerships nationwide to configure RouteOne functionality based on Integrated Partner's program requirements
Become an expert on dealership processes and indirect finance through internal training programs
Identify and report on dealer conversion opportunities
Maintain records of dealership contacts and activities
Support the Partner Onboarding Experience: Support the execution of RouteOne Integrated Partners' account strategies, meeting all timeline metrics for each account with a customer-centric approach
Work closely with Sales, Customer Solutions, and Integrated Partners to gather and maintain a thorough understanding and documentation of each Integrated Partner's requirements to ensure dealer onboarding requirements are met and dealer participation agreements are completed in accordance with Go-Live dates
Develop launch reports, track and monitor activities, and escalate blockers or delays to dealer sales teams and Integrated Partners
Support administrative and operational tasks related to field activities, such as integration or onboarding related troubleshooting and issue resolution
Develop and maintain exceptional customer satisfaction: Identify and report obstacles preventing dealer or Integrated Partner satisfaction or utilization
Recommend actions to minimize or eliminate dissatisfiers; and respond to Dealer and Integrated Partner needs and follow through on commitments/deliverables
Maintain safety, security, and privacy standards throughout all areas of responsibility
Basic knowledge of dealership systems and new digital retail technologies, credit processes, and B2C eCommerce solutions
General understanding of auto dealer and finance source processes and relationships
Proficient in Microsoft Office products, including but not limited to: Word, PowerPoint, Excel, Outlook, Teams, and Visio
Build relationships both within and across organizations
Excellent communication and presentation skills
Motivation to work in a customer-first culture, independently and in a team environment
Develop and maintain a working understanding of RouteOne products/services

Preferred

Bachelor's degree or equivalent experience preferred
0-2 years of experience preferred
Salesforce and Jira experience preferred but not required

Company

RouteOne

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RouteOne is a free web-based credit application management system created to streamline the F&I process for finance sources.