Client Success Onboarding Specialist

Open Dealer Exchange

Client Success Onboarding Specialist managing implementation and training for automotive credit solutions. Focused on client satisfaction and process improvement across Florida and Georgia.

Posted 6/12/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Excellent compensation/benefit package

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client managementbusiness process improvementtrainingcoachingproblem solvingcommunicationorganizational skillscustomer serviceattention to detailteam collaboration

Certifications

Bachelor's degree