Onboarding Specialist (Bilingual English/Spanish)

About the Role

The Onboarding Specialist role is a Full-Time position within RouteOne’s Sales organization. This role supports multiple Integrated Partners and a national dealership market. The Onboarding Specialist will communicate, grow, build, and raise awareness of RouteOne services and Integrated Partner Programs among RouteOne’s dealer customer base, driving dealer and Integrated Partner engagement and utilization of RouteOne’s platform.

Location: Remote (Arizona, Colorado, Michigan, Nevada, Oregon, Washington)

Annual Base Salary Range: $65,000 - $90,000

Compensation: Eligible for performance-based bonuses.

Key Responsibilities

Lead the Dealer Onboarding Experience

• Collaborate with internal support personnel, sales teams, and RouteOne Integrated Partners to coordinate and execute new dealer onboarding.
• 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.
• Work closely with Sales, Customer Solutions, and Integrated Partners to understand and document each Integrated Partner’s requirements.
• 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.
• 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

• Act as the “voice of the customer.”
• Identify and report obstacles preventing dealer or Integrated Partner satisfaction or utilization.
• Recommend actions to minimize or eliminate dissatisfiers.
• Respond to Dealer and Integrated Partner needs and follow through on commitments/deliverables.
• Maintain safety, security, and privacy standards.

Requirements & Tech Stack

Knowledge

• Basic knowledge of dealership systems and new digital retail technologies.
• Basic knowledge of credit processes.
• Basic knowledge of B2C eCommerce solutions.
• General understanding of auto dealer and finance source processes and relationships.

Skills

• Proficient in Microsoft Office products, including Word, PowerPoint, Excel, Outlook, Teams, and Visio.
• Excellent communication and presentation skills.
• Ability to build relationships both within and across organizations.

Abilities

• Motivation to work in a customer-first culture.
• Ability to work independently and in a team environment.
• Develop and maintain a working understanding of RouteOne products/services.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 0-2 years of experience preferred.
• Salesforce and Jira experience preferred but not required.
• Bilingual English/Spanish is a requirement.