New Account Onboarding Specialist II

ADI Global Distribution; Santiago de Querétaro; Vor Ort; MXN 201.000 - 312.000; Vollzeit

Zusammenfassung

ADI Global Distribution is seeking a customer service representative to serve as the first contact for prospective customers and guide them through the onboarding process.

The role requires excellent English communication, at least one year in a similar role, and strong Excel skills, with daily use of CRM tools to document interactions.

Qualifikationen

• Excellent communication in English, written and verbal.
• 1+ year in a customer service role.
• Proficient in Microsoft Excel.

Aufgaben

• Be the first point of contact for prospective ADI Global customers.
• Guide customers through becoming an ADI Global customer.
• Coordinate with sales and credit teams to verify new accounts.

Kenntnisse

Excellent communication (English)

+1 year in customer service

Microsoft Excel

CRM knowledge

Tools

Salesforce

Jobbeschreibung

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, escalade 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.

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" poster, "EEO is the Law" Supplement Poster and the Pay Transparency Nondiscrimination Provision . ADI complies with applicable equal employment laws in all countries where we do business.

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Locations: Avenida Palmira No 351. 4to Piso Col. Privadas del Pedregal, San Luis Potosi, 78295, MX

Job Schedule: Full time

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.