Customer Onboarding Specialist (Automotive)

Location: Remote – USA

Starting salary: $60,000–$65,000 USD per year

Company

Provides proprietary automotive data, advanced analytics, industry expertise, and workflows that connect insight to action.

What you will do

• Manage a high volume of orders and engage clients by email and phone to gather setup information.
• Schedule workbook calls and collect the details required to complete setup workbooks.
• Move orders from initial setup through implementation and training steps within planned timelines.
• Document calls, emails, and setup details in the CRM.
• Complete quality checklists and escalate issues to third-party partners professionally.

Requirements

• 2+ years of experience in B2B customer success, professional services, or account management.
• Strong customer service skills and an empathetic, positive attitude.
• Strong public speaking and presentation skills.
• Experience with Sugar CRM or an equivalent CRM platform.
• Ability to work remotely from the USA.

Nice to have

• 2+ years of experience in the automotive industry.
• Understanding of dealership technology systems such as eLead, DealerSocket, DealerTrack, vAuto, Reynolds & Reynolds, or CDK.

Culture & Benefits

• Customer-first approach focused on long-term success, adoption, and retention.
• Values include innovation, collaboration, data-driven decisions, simplicity, execution, and trust.
• Commitment to a diverse and inclusive workforce.
• Accommodations are available during the recruitment and selection process.