New Account Onboarding Specialist II

Adi Global Distribution; Santiago de Querétaro; Hybrid; MXN 201,000 - 268,000; Full time

Benefits offered by this job

Hybrid work model

Career growth opportunities

Training and mentoring

Job summary

ADI Global Distribution is seeking a Customer Service representative to be the first point of contact for prospective ADI Global customers, guiding onboarding and coordinating with credit and sales teams.

You will initiate contact, follow up on requests, maintain CRM records, collaborate across departments, investigate prospective customers to prevent fraud, verify documents, and hand off qualified leads to the sales team.

Qualifications

• Excellent communication skills in English, written and spoken.
• +1 year in a similar customer service position.
• Microsoft Excel knowledge.

Responsibilities

• Initiate contact with new and prospective clients and serve as the primary contact for prospective ADI Global customers.
• Follow up on open new account requests.
• Maintain and update customer records in CRM system and document interactions.
• Collaborate with multiple departments to set up terms and ensure quick and easy sales for new customers.
• Investigate prospective customers to prevent fraud and ensure accounts fit qualification segments.
• Document verification to confirm authenticity.
• Review applicants' digital presence to assess fraudulent activity.
• Create a warm handoff to sales once pre-qualified by discussing ADI benefits and services.

Skills

Excellent communication

English proficiency

Customer service oriented

Tools

Microsoft Excel

Salesforce

Job description

The representative will serve as the first point of contact for prospective ADI Global customers and determine if they are truly eligible integrator to purchase from ADI. The rep will guide customers through the process of becoming an ADI Global customer, as well as work with other ADI teams such as ADI credit and ADI sales to expedite new account verification.

JOB DUTIES:

• Initiate contact with new and prospective clients in timely manner and serve as the primary point of contact for prospective ADI Global customers.
• Follow up on open new account requests.
• Maintain and update customer records in CRM system, elevate complex issues to the appropriate teams, and document interactions.
• Collaborate internally with multiple departments, including sales and credit, to set up appropriate terms.Ensure quick and easy sales for new customers.
• Perform thorough background research to investigate prospective customers to prevent potential fraud as well as prevent opening accounts that do not fit our customer qualification segments.
• Document verification to confirm authenticity.
• Review applicants' digital presence to make accurate decisions about fraudulent applications.
• Create a warm handoff to sales team once customer is pre-qualified by discussing benefits and services of ADI.

YOU MUST HAVE:

• Excellent communication skills, advanced usage of the English language inclusive of written and verbal communication
• +1 year in a similar Customer service position.
• Microsoft Excel knowledge

WE VALUE:

• Ability to work in a fast-paced, highly matrixed environment.
• Broad knowledge of principles and best practices in customer service.
• Proficient in working both independently and as part of a team.
• An ability to take initiative and work with limited direction.
• Strong attention to detail.
• Experience with Salesforce and Excel.

WHAT'S IN IT FOR YOU:

• Benefits that go beyond Mexican labor law, ensuring your well-being and peace of mind.
• A collaborative and inclusive work environment where your contributions are valued.
• Opportunities for continuous professional growth and skill development through training, mentoring, and challenging projects.
• Access to cutting-edge tools, resources, and a supportive team to help you excel.
• The chance to work with a global, innovative company shaping the future in its industry.

#LI-CM1

#LI-Hybrid

ABOUT US

ADI is a leading global distributor and solutions provider of security, AV, and smart living technologies, helping professionals deliver smarter, safer, and more connected experiences for homes and businesses around the world. Through trusted brands, exclusive solutions, and strong industry partnerships, ADI supports more than 110,000 customers across residential and commercial markets globally. From security and video surveillance to networking, audio, automation, fire, and connected technologies, ADI offers a broad portfolio of products, services, and software designed to support the evolving needs of integrators, installers, and technology professionals. With a global team spanning operations, sales, supply chain, digital, customer experience, engineering, and more, ADI combines deep industry expertise with innovation and service to help customers grow and succeed in an evolving industry. At ADI, our teams help create the technologies, partnerships, and experiences that keep people connected, protected, and supported every day. Learn more at www.adiglobal.com .

You can find out more about how the talent community works here: ADI Talent Community Terms . Our recruitment privacy notice ADI - Recruitment Privacy Notice describes in more detail how we process your personal data and how you can exercise your personal data rights.

ADI is an equal opportunity employer. For more information on applicable U.S. equal employment regulations, refer to the "EEO is the Law" (https://adi-corporate-site.webflow.io/legal/eeo-is-the-law) poster, "EEO is the Law" Supplement Poster (https://adi-corporate-site.webflow.io/legal/eeo-is-the-law-supplement) and the Pay Transparency Nondiscrimination Provision (https://adi-corporate-site.webflow.io/legal/pay-transparency-nondiscrimination-provision) . ADI complies with applicable equal employment laws in all countries where we do business.

If a disability prevents you from applying for a job through our website, request assistance here ([e-mail]) .

Job Identification: 19694

Job Category: Customer Service

Job Schedule: Full time

Incentive Eligible N/A

Business ADI Global Distribution

Hiring Salary Range We are committed to inclusive and equitable compensation. Salaries are determined by factors like role responsibilities, candidate qualifications, and geographic location. We also provide additional benefits tailored to your location and role.

At ADI, we bring together diverse individuals to build the future of homes. ADI is an equal opportunity employer.