Sales Onboarding Agent

Key Responsibilities:

1. Customer Onboarding:

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  Guide customers through the onboarding process, including account setup, document submission, and understanding their needs/preferences.
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  Provide clear instructions for completing any required paperwork or digital forms.

2. Customer Support:

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  Address customer inquiries related to the car buying process via phone, email, or chat.
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  Proactively communicate updates on the status of their application or purchase.

3. Education & Guidance:

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  Explain the car buying process, financing options, and other related services to customers in a straightforward and approachable manner.
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  Offer product and service recommendations based on customer preferences and budget.

4. Data Management:

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  Accurately record and update customer information in CRM tools or company databases.
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  Ensure compliance with all data security and confidentiality standards.

5. Collaboration:

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  Work closely with sales, finance, and support teams to ensure customers are matched with the right options.
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  Provide feedback on improving the onboarding experience.

Requirements

Skills and Qualifications:

Experience:

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  Previous experience in customer service, onboarding, or a related role (experience in automotive or sales preferred).

Skills:

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  Excellent verbal and written communication skills.
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  Strong organizational skills with attention to detail.
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  Ability to manage multiple tasks and prioritize effectively.
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  Proficiency in CRM tools and basic digital platforms.

Attributes:

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  Customer-first mindset with a friendly, approachable attitude.
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  Problem-solving skills and the ability to stay calm under pressure.
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  Passion for the automotive industry is a plus.